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

MRM Command Center

← Command Center

Emma Walsh

At risk

Individual investor · emma.w@example.com

View client’s dashboard ↗

Delivery stage

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

Delivery checklist

2 open · 0 done

Collect ID + proof of fundsVA3d overdue
Send welcome emailClient Success1d overdue

Activate a delivery plan

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

Send welcome emailClient Success · +0d
Hold kickoff callClient Success · +3d
Send kickoff recapClient Success · +4d
Collect proof of funds & IDVA · +5d

Messages

CSM & VA

No messages yet.

KYC / AML

In progress

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

Documents

ID documentpending

Consents

Nothing captured yet — collected at onboarding.

Record

Onboarded: 21 Jul 2026
Client success: Client Success
Company: —

Outstanding

ID verification
Proof of funds
Signed agreement