Command Center
Every client, one view. Flags surface what needs a human today.
10
Active clients
3
Need attention
5
Overdue tasks
1
Near council handover
Clients
New deal invite- James AdeyemiOn track
Adeyemi Holdings Ltd · Client Success
4/7 · Refurbishment
- Ngozi OkaforAt risk
Individual · Client Success
2/7 · Legal & conveyancing
- Rachel ThompsonOn track
Thompson Property SPV · Client Success
6/7 · Council handover
- Anaya PatelAt risk
Patel Investments · Client Success
1/7 · Welcome & kickoff
- David NguyenOn track
Individual · Client Success
7/7 · Lease live
- Michael BrownOn track
Brown Family Trust · Client Success
3/7 · Purchase completes
- Sofia AliOn track
Individual · Client Success
5/7 · Inspection
- Kwame OseiOn track
Osei Capital · Client Success
2/7 · Legal & conveyancing
- Emma WalshAt risk
Individual · Client Success
1/7 · Welcome & kickoff
- Grace ReidOn track
Reid Holdings · Client Success
4/7 · Refurbishment
Needs attention
Upcoming tasks
17 open- Chase proof of funds5d overdue
- Collect ID + proof of funds3d overdue
- Instruct solicitors2d overdue
- Collect source of funds1d overdue
- Send welcome email1d overdue
- Arrange pre-handover inspectiontoday