Prototype on demo data — no real clients, deals, or councils. Changes persist in your browser; auth and payments are stubbed.
MRM Command Center
2

Delivery plans

Reusable task checklists. Activate one on a client to auto-assign the steps.

Welcome & kickoff

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

Legal & conveyancing

3 steps
  • Instruct solicitorsVA · +0d
  • Book RICS valuationVA · +2d
  • Send docs to mortgage brokerClient Success · +3d