oney
& co
Client Pipeline
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📋 CRM Board
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Lead File CRM Handoff v0.1:
This board is a readiness/file-note workflow, not a credit decision system. Use neutral stages, keep consent/notice metadata, and move any personalised lender recommendation or credit assistance to
Broker review
.
Export contacts.ndjson
Export pipeline.ndjson
Export interactions.ndjson
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0
Lead Files
0
Needs Action
$0
Indicative Exposure
0
Human Review
+
Add Client
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Client / Lead Name *
Phone / Email
Source
Lead Capture
Rate Recheck
Bank-Ready Score
Commercial Intake
Mortgage Stress Check
Policy Check
Referral
Loan Amount / Exposure ($)
Scenario
🏠 Purchase
🔄 Refinance
🏢 Commercial
🧭 Policy Check
📊 Stress Check
📋 Other
Readiness Signal
Unclassified
Green — appears evidence-ready
Amber — clarify/evidence needed
Red — likely needs review or no action
Neutral Stage
🆕 New intake
🧭 Triage needed
❓ Clarification needed
📁 Evidence ready
👤 Broker review
📨 Lodged / human process
⏸️ Closed — no action
Next Action
Send checklist
Request docs
Book call
Broker review
No action
Next Action Due
Consent Scope
Operational follow-up
Requested report
Checklist
Marketing optional
Missing / needs triage
Privacy Notice Version
File Note
📅 Stage History
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Close No Action
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