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Workspace
workspace: demo
Dashboard Settings Lead intake CRM Cases
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CRM workspace

Review submitted leads and see whether the user journey lands in the CRM cleanly.
Dashboard Settings Lead intake CRM Live cases

Custom Mortgage CRM

Dashboard with pipeline, overdue tasks, workload, search, and filters.

Leads

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Clients

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Cases

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Tasks

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Search & Filters

Pipeline

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Filtered Cases

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Overdue Tasks

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Advisor Workload

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AI Advisor Review

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Loading AI mortgage review…

Missing Items

    Risk Flags

      Recommended Next Actions

      Reads from /api/public/mortgage-ai-test

      AI Case Enrichment

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      Loading real case AI enrichment…

      Stage
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      ID Doc
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      Address Doc
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      Payslips
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      Bank Stmts
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      Missing Items

        Risk Flags

          Recommended Next Actions

          Client Follow-up Draft

          
  
          

  
          Waiting for case lookup…
          

          





          
  
          Advisor Actions
          
  
          
    
    
    
    
    
  
          
  
          
    
          Status: Ready
          
    
          Last Result:
          
    
          No action run yet.
          
  
          

          






          
  
          Advisor Actions
          
  
          Case: loading...
          
  
          
    
    
    
    
    
    
    
  
          
  
          Advisor action output will appear here...