Dashboard
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Recent Deals
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All Deals
Live from Mercury
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Kanban Board
Live pipeline view
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Submission Notes
AI-generated in Stuart's style from Mercury data
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BID Notes
Best Interest Duty compliance notes — AI generated from Mercury data
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Document Intelligence
AI identifies, classifies and renames client documents
Step 1 — Select Deal
Email Drafts
AI pre-populated client emails
🚀 Coming in next build
Lender Panel
Accredited lenders
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User Management
Manage team access
🚀 Coming in next build
Settings
Two-Factor Authentication
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Account
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