Demos
Real interactive slices of our CRM. Click a demo on the left to switch — synthetic data, runs entirely in your browser.
AI inbox
The lead-response surface our clients use. Click a thread on the left, click Suggest reply on the right — watch the AI draft compose itself, then send.
- 4-hour response gap kills 90% of inbound — mortgage and home-equity operators bleed leads at the first-touch step.
- AI drafts ≠ AI sends — the human stays in the loop. Operator reviews + edits + sends. Faster, not careless.
- Industry-aware drafts — replies use the right lingo (LTV, LOS, SOC 2) because the prompt knows your vertical.
Production version runs against Postgres, integrates with Gmail / SMS / web-form inbound channels, scores confidence on each AI draft, routes low-confidence cases to a human queue, and writes every send to the activity timeline. Median first-touch under 2 minutes.
Book a strategy session →Task triage
The operator's morning view. Pick a task on the left to inspect — reschedule, mark done, or delete. Real edits, synthetic data.
8 open · 2 need attention
Sandbox · synthetic data
Review HEI eligibility build spec
Sarah sent the updated eligibility ruleset. Confirm LTV ceiling at 80% + add the credit-score floor section before Friday call.
- Confirm LTV ceiling at 80%
- Add credit-score floor section
- Send to Sarah by EOD
- Two-pane working surface — list on the left for scanning, detail on the right for action. The CRM working surface our clients use.
- Reschedule without leaving — click the date chip in the detail pane. Quick options + a real date picker.
- Priority + due-date colors — pre-attentive scanning beats reading every row.
The production version runs against Postgres, fires outreach sequences in the background, generates PDF proposals on save, and syncs with Gmail + Google Calendar.
Book a strategy session →Proposal builder
HEI offers and mortgage quotes — our two ICP verticals. Pick a type, edit any field, download the PDF.
Home Equity Investment Offer
Home Equity Investment Offer
Prepared June 2, 2026
Sarah Henderson
1842 Larkspur Ln, Denver, CO 80206
Offer Terms
- Two proposal kinds — HEI offer and mortgage quote, with realistic fields a CRM would track.
- Live editing — every keystroke updates the preview. No "save" button.
- Real PDF download — opens the system print dialog. "Save as PDF" gives you a real document, ready to send.
Production version persists to Postgres, renders branded PDFs via server-side @react-pdf, signs them with HMAC, attaches to the engagement timeline, and emails the recipient — all from a single "Send" action.
Book a strategy session →Loan pipeline
A mortgage broker's book as a 5-stage kanban. Drag a file between stages — Application → Processing → Underwriting → Conditional Approval → Cleared to Close — and the next 3 to-dos for that stage surface instantly.
9 loans in flight · 2 flagged hot
Sandbox · drag a card to move it
Drag a loan to a new stage — the next 3 to-dos will appear here.
Intake + soft pull
Sarah Henderson
Denver, CO
Marcus Chen
HOTSeattle, WA
Docs + verification
Diana Wallace
Austin, TX
Tom Reyes
Salt Lake City, UT
Decision in 48–72h
Elena Park
HOTPortland, OR
Jake Thompson
Boise, ID
Approved with conditions
Aaliyah Ross
Raleigh, NC
Brian Klein
Nashville, TN
Funding imminent
Priya Shah
Charlotte, NC
- Drag-and-drop between stages — works the way every kanban operator already expects.
- Stage-triggered to-dos — moving to a new stage surfaces the next 3 actions for that stage. The broker doesn't have to remember the playbook.
- "Hot" flag on rate-locked or expiring files — pre-attentive scan of what needs attention now.
Production version persists the move + the triggered to-dos as tasks on the loan's timeline, sends the borrower an SMS / email update on stage change, and watches rate-lock expiries with an alert 5 days out.
Book a strategy session →Eligibility calculator
One homeowner profile → four programs. Two HEI tiers and two mortgage products evaluated live. Each card shows the verdict, the computed terms, and — collapsed — the underwriting formula so the operator can explain it on the call.
3 of 4 programs eligible
Equity Standard
Accessible HEI for most homeowners
Equity Plus
Higher-tier HEI for stronger profiles
Conforming 30yr
Standard conventional purchase / refi
Jumbo 30yr
Non-conforming for high-value properties
- ✓FICO ≥ 700FICO 720
- ✗LTV ≤ 80%Up to $548,000 by LTV cap
- ✗DTI ≤ 43% supports the paymentBudget $3,095/mo → $453,695 loan
- ✗Loan size ≥ $806,501 (jumbo threshold)Max $453,695
- Live cross-program scoring — every input update re-runs all four product evaluators in real time.
- Top-amount tags — the highest-amount eligible HEI and the highest-amount eligible mortgage are flagged automatically.
- Visible formulas — operator opens the formula card and reads the rule directly to the homeowner on the call. No back-office lookup.
Production version pulls real lender pricing matrices nightly, scores against the homeowner's full credit pull, attaches the eligible offers to their record in the CRM, and lets the operator send a proposal in one click.
Book a strategy session →