Prototype on demo data — no real clients, deals, or councils. Changes persist in your browser; auth and payments are stubbed.
MRM Command Center
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Ngozi Okafor

At risk

Individual investor · ngozi.o@example.com

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Delivery stage

1. Welcome & kickoff2. Legal & conveyancing3. Purchase completes4. Refurbishment5. Inspection6. Council handover7. Lease live

Delivery checklist

3 open · 0 done

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Pick a template, choose which steps apply, and add them to this client’s checklist with auto-assigned owners and due dates.

Messages

CSM & VA

Client · 21 Jul 2026

Hi — quick one, how long is the council lease again?

Client Success · 21 Jul 2026

Hi Ngozi — it's a 10-year lease with the local authority. I'll drop the redacted lease in your documents shortly.

Client · 21 Jul 2026

Perfect, thank you.

KYC / AML

In progress

0/4 checks verified. Click to advance a check (demo).

Documents

  • Driving licencepending
  • Proof of fundspending

Consents

Nothing captured yet — collected at onboarding.

Record

Onboarded
30 Jun 2026
Client success
Client Success
Company

Outstanding

  • Proof of funds
  • ID verification