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Executive / Analytics Dashboard
Company-level volumes, conversion, and bottlenecks by Australian Financial Year. No individual deals — Founder systems view only.
humanValues, Manual Create cards, staff ACL, Care/Instruct desks are Blob-backed. Seeded book cards, valuations, chase tasks, Feedback & Summary, and audit remain browser localStorage (bwm.crm.v1) until a later slice. Super Admin has Export/Import desk book JSON. Not a live cutover.Period stage events
Selected window · dated period events (not conversion %). Formal is Ivy-tracker intake, not Assign. Real conversion is cohort-only (0–100%).
Volume by stage
This window vs prior equivalent only — not the full book. From available CRM timestamps.
Growth vs prior period
This window compared with the previous equivalent window (same elapsed dates, not the full prior year).
Efficiency
Average calendar days from timestamps on the File. Same-stamp imports are excluded.
Bottlenecks
Highest WIP, longest aging, weakest conversion — Top 3 opportunities from this book.
Desk health
Queue depth only. Jessica owns Care / hardship operations — volume, not a Founder task list.
Manager Overview
Full book: Nancy in-flight + Ivy settlement tracker + valuations. You cannot drag a card. Settlement team is Ivy’s ops desk and identity-gated inbox, not this board.
Waiting on you
Payout Release, rule changes, optional verified-A send. Empty when the store has no pending approvals.
Founder is not an operations owner. Escalate to a staff desk or leadership ops owner. System changes still use Founder Approve. Rule publish still uses the Founder PIN.
Pre-assessment pipeline
LIVE OPS · NO SMTPHuman-created cards. Create → Just arrived → waiting for broker → Need a decision → finished. Open a card to drop pack (zip/PDFs), auto-detect missing, generate OS draft. Present ≠ Pass · finished ≠ Assign · Formal ≠ Assign.
About this desk (optional)
How this desk works
just_arrived → waiting_broker → need_decision → finished (labels: Just arrived → waiting for broker → Need a decision → finished). Staff create a card, drop pack (zip unpacks; multi-file accumulates), run AI assessment / auto-detect missing, OS checklist drafts onto the card (no broker email). finished ≠ Assign / with_credit. Formal ≠ Assign · Present ≠ Pass. Mail-arrived credit cases live on Assessment pipeline. Use the floating AI button (bottom-right) for Chat or Work (Instruct Grok Bot).
Hard rules: Present ≠ Pass · Formal ≠ Assign · no invented Completeness Verified / NSR · no outbound broker email from this desk.
Tip: use the bar at the bottom of the board (or Shift + wheel) to slide sideways if needed →
Assessment pipeline
MAIL / INFLIGHT · NO SMTPAssessor application workflow board. Columns: arrived → waiting on broker → needs a decision → Ready to Assign → With Credit. Formal ≠ Assign. Human-created cards stay on Pre-assessment pipeline (Just arrived → finished).
How this desk works
arrived → waiting_broker → needs_decision → ready_to_assign → with_credit. Staff assessors work Ready to Assign and With Credit; Assign moves a card to With Credit. Formal ≠ Assign. Soft-OK ≠ Assign; post-val MV≠form Completeness send-back stays with_credit; scenario decline → Not proceeding; Formal>90d → Ivy. Formal≠Assign · Present≠Pass. Human-created cards stay on the separate Pre-assessment pipeline (2-col) and are not created here.Tip: use the bar at the bottom of the board (or Shift + wheel) to slide sideways →
Nancy AI Pre-Assessor — Not proceeding (archive)
Files flagged withdrawn / declined / broker stopped / duplicate / cancelled, plus Files with no pack materials, live here — off the ongoing kanban. Nothing is deleted — the full pack, completeness, Check A, and findings stay searchable. A human can mark a File ongoing again from here only when it has pack materials.
Settlement team
FICTIONAL DATA · NO SMTPIvy — Formal → settlement kanban only. Settled-file enquiry inbox lives on Customer Care (Jessica). Use floating AI for Chat / Work. Formal ≠ Assign.
How this desk works
pending_os → loan_docs → waiting_clients_sign → settlement_booked → no_outstandings → closed (+ Settled archive). Hard rules: DSB→waiting_clients_sign · DocuSign completed→pending_os · CoO/FRCGW ask≠satisfied · IRC≠settlement_booked · CoC≠auto Ivy · Formal≠Assign. No Assign / Pre-Assess / valuation from Ivy. No settled-file enquiry inbox on this desk — that chrome is on Customer Care (Jessica owns; Founder never operational owner). Staff tips (wet-ink, ILA-before-esign, COS director, linked cash-out) stay here — collapsed so the board stays first.
Settled — archive
Every settled deal leaves Ivy's working kanban and lives here. Nothing is dropped — click a File for the full prior record (pack files, completeness, wait-states, tasks, settlement date/time, GML fields, enquiry history).
Jessica — Customer Care
LEARN-ONLY · NEVER SENDSJessica owns Settled-file enquiry inbox + post-settled care (learn-only). Never auto-replies. Hardship = escalate-only. Founder is never operational owner. Use floating AI for Chat / Work.
How this desk works
Select an item.
AI staff commands
NO SEND · NO APPLY · NO WEBHOOKQueue work for AI staff. Operational instructs queue now; system changes wait on Founder Approve (queue only — never applied here).
How this desk works
Valuations
FICTIONAL DATARebecca — create a card, upload materials, progress stages. Result = market value + weekly rental only. Use floating AI for Chat / Work.
How this desk works
new → docs_check → ready_to_order → ordered → invoice → inspection → awaiting_report → result_ready. No drag. Create a blank card or New enquiry (full check). Open a card to attach materials (multi-file accumulates; zip unpacks). Empty cards show an honest gap list (GM valuation request form when absent — never a false “only miss council rate”). Generate GM request form draft fills from card fields (downloadable; not auto-emailed). Order / RESULT / quota actions are draft-only until Founder Confirm send — no outbound broker/valuer SMTP from this desk. Near-real-time: use Refresh board after mailbox/sheet sync (do not wait overnight). Wait-state notes (On Hold / Re-Scheduled / Delayed / Desktop Soft-OK hold / Tenant away / Notice required / book≠paid / unpaid RESULT HOLD) stay on the card — no invented columns. Formal≠Assign · Present≠Pass · RESULT-only. Use floating AI (bottom-right) instead of inline chat.
Scenario desk
SCENARIO AI · PHASE 1 LEARNScenario AI owns scenario@bwmoney.com.au. Soft-OK ≠ Formal/Assign · Present≠Pass. Outbound send OFF until Founder send-gate.
How this desk works
Ask Scenario AI
Learned playbook only · not live email · not Formal. Phase 1 keyword match against seeded patterns.
Dison — Product Manager
NO INVENTED RATES · FOUNDER APPROVEDison — retail product + quotes. Founder Approve before publish. Floating AI for Chat / Work.
How this desk works
Locked Product → Funder map (read-only)
Customer scenario
Enter a scenario to see indicative pricing. Result is a list-rate lookup, not an approval.
Recent quotes
Mia — Marketing
BWM ONLY · NO LIVE SEND · GUIDE PINNEDBWM marketing intake only. No live publish or EDM without Founder Approve; guide version always pinned.
How this desk works
publish_audit
Every publish / social / EDM attempt — allowed true or false. Even allowed rows are simulated; no SMTP, social API, or Mailchimp.
Staff CRM — Feedback & Summary
Write notes any time while you're using a desk. At the end of your session, submit a summary. Nothing here changes the CRM automatically — Bruce reviews every summary and only his Approve queues it as Approved-for-Leo to build later. Rejected summaries stay visible, not deleted.
Client-only store. Feedback notes and Approved-for-Leo summaries live in this browser's localStorage only — there is no /api route for them yet. Approve still requires a live Founder PIN session (the same token Instruct and Customer Care check on the server). A later server API can persist these summaries; until then they do not survive a different browser or a Reset demo.
Quick note
Status: not applied. This is a note for the founder, not an instruction to the app.
End of session — summary
Sum up your session in a few lines. Status starts as Submitted — the founder decides from here.
My profile
Your staff identity, desk access, and password.
Staff account
Staff
Account
Identity and permissions managed by Super Admin.
- Username
- —
- Role
- —
- Job title
- —
- Session expires
- —
- Session length
- Staff sessions last 12 hours.
- Password
- Not changed yet
Desk access
Super Admin controls these desks.
Security boundary
Super Admin
Create staff accounts and set which boards each person can see. Super Admin is not the Founder PIN — Approve still uses BWM_FOUNDER_PIN.
Workspace data readiness
Practical inventory for this live workspace — not a cutover to the public website. Does not push to bwmoney.com.au or change the production marketing site.
UX smoke samples (A-X1)
QA chrome fixtures only — synthetic checklist states, no real borrower PII, excluded from Leadership book metrics. Does not invent Completeness Verified on mail packs.
Also searchable on Pre-Assessor as QA UX All Verified / QA UX Mixed Present / QA UX Co-desk Empty (QA chip).
Create staff account
This is an invite. Set a temporary password — they must change this temporary password on first sign-in. Share credentials out-of-band. Invite mail is not sent from this desk.
Optional but recommended. Staff can sign in with username or this email. Password-only login is the default; when OTP is enabled and Resend is configured, codes go here — otherwise Super Admin → Fallback OTP.
12–200 characters. They must change this temporary password on first sign-in.
Boards this staff can see
Fallback OTP
When Resend/SMTP is not configured (or send fails), sign-in codes are stored here for Founder / Super Admin. This panel never claims a real email was sent.
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