AdminClientPortal | Bespoke Mortgage Solutions
A project management app designed to bring calm and clarity to complex workflows, with intuitive dashboards and seamless progress tracking.
Data types
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Project
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Task
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Client
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WorkflowConfig
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Communication
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EmailTemplate
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FollowUpSequence
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ScheduledFollowUp
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WorkflowTask
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NewWorkflowTasks
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CRMUser
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OLDWorkflow
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OLDWorkflowSettings
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OLDWorkflowTask
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WorkflowTaskTableOrder
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ProjectType
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ProjectCategory
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WorkflowNames
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ProfessionalFirm
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ProfessionalPerson
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ProjectContactConfig
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ProjectWorkflowDisplayConfig
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ProjectPrototype
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PrototypeTask
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AITeaching
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ClientDocument
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CaseNote
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Property
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Mortgage
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ResearchNote
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AIAssessmentConfig
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AIAssessmentResult
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ProcurationFee
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ProcFeePreference
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LenderConfiguration
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MortgageReviewContact
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VouchedForReview
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CriteriaLender
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CriteriaItem
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CriteriaSource
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Email
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EmailMoveLog