Live Submission Pipeline
Drag cards between columns (desktop) or click to open the processor.
Next Best Actions
Prioritized by SLA, missing stips, and confidence.
Mini Analytics
Pipeline bottleneck
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Doc completion
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Avg confidence
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Pipeline
Focused kanban view.
Applications (Broker-Critical View)
Press / to search. Ctrl+K for command bar.
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| Merchant | Stage | Requested | Est Offer | Est Comm | ETA | Fundability | Readiness | Blocker | Best Lender | Confidence | Revenue | ADB | NSFs | Stacks | D/D | SLA |
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Lender Knowledge Base
Box rules & stips that drive matching confidence.
Search
Industry
Max stacks
Max NSFs
Settings & Integrations
Demo placeholders — ready to wire into Cassidy AI + Node backend.
Score endpoint
Match endpoint
Copilot endpoint
Submit endpoint
Security Checklist
- Server-side auth (JWT). No secrets in browser JS.
- Audit logs: who submitted what to whom, when.
- Encrypt PII at rest. Sanitize exports.
- Lender credentials live in backend only.
Client-side demo (Netlify-friendly). Node/Cassidy wiring comes next.