Executive command center
Dashboard
Your pipeline, priorities, conversations, and next moves in one view.
Pipeline Pulse
Live open opportunity counts. Select a pipeline to work it.
Do Next
Priority sortedUpcoming Appointments
Next seven days
Pipeline Radar
Open the wider relationship map
Completed Today
Last 12 meaningful actions
System Health
Channels and adapters
Referral partner operating desk
Craig Kam Command Center
Live referral performance, pipeline accountability, and the leads that need your attention now.
Loading Craig pipeline truth
Craig portfolio status
Calculating live accountability
No assumptions. Every metric comes from recorded CRM evidence.
Referral Funnel
The lifecycle from received referral through funded client.
Workflow Health
SLA exposure and evidence quality.
Work Craig Now
Bounded, reasoned action queue. Highest accountability risk appears first.
Stage Distribution
A complete count of where Craig’s clients are sitting right now.
Portal
Sophie, Strategic Operations Partner
Portal
Loda, Loan Origination Digital Assistant
PORTAL
SODA
Sophie and Loda, together
Live mortgage lifecycle
Pipeline
Move every client forward with stage, accountability, and next action in one view.
People and relationships
Contacts
Search, segment, tag, import, and work from one clean record.
Past client revenue
Closed Loan Refinance Center
Import funded loans, preserve the close date, and schedule the six month mortgage review without creating duplicate people.
Closed loans0
Review now0
Scheduled0
Campaign0
New Contact
Checked against all contacts on file before it savesPipeline lifecycle
Opportunity Stage
Conversation
Select a contactChannel
Per contactRelationship automation
Automation Cycles
Place this person into a timed workflow. Every message still enters Ronnie's approval queue unless the approved channel rules say otherwise.
Choose a workflow to see its readiness and timing.
Current and previous cycles
Live statusMerged Timeline
Conversation to booked next action
Conversion Desk
The thread, lead record, mortgage lifecycle, and Night Desk activity stay visible together.
Ready
Unmatched Inbound Unknown senders are safely held outside the business conversation desk. 0messages0senders
Link a sender once, or dismiss it. The queue is grouped by person and never repeats the same message.
Conversion Desk
Live mortgage workflow
Conversations
0 active
?
No route selected
Select a conversation
The full thread will open here.Choose a conversation to open the complete mortgage thread.
Replying to
Night Desk Activity
monitoringSignal detectedSelect a conversation00
Conversation signals and recent CRM activity will appear here.
Your supervised production team
AI Team
Give the team a job from a contact, pipeline record, or campaign. Review the proposed work, then apply it to the CRM only when it is right.
Team status below · CRM changes reviewed · Direct outbound locked
Start here
Ask on the record. Review the answer. Apply the update.
The AI Team is not an invisible autopilot. Every job stays attached to the client or campaign that created it, shows its status, returns a reviewable result, and requires an explicit Apply before it changes CRM data.
- 01Open the work
Choose a contact, pipeline record, or campaign.
- 02Assign one teammate
Write the outcome you want and send the job.
- 03Review and apply
Read the proposal, then apply, reject, or retry it.
Who handles what
Three teammates, three clear jobs
Connection status and recent work appear below. Assignment buttons live inside the record so the team always receives the right client or campaign context.
Loda
CRM operator
Use her for next actions, notes, follow up plans, and clean record updates.Aura
Analyst and builder
Use her for deeper analysis, workflow logic, campaign options, and functional review.Sophie
Managing Director review
Use her for strategic judgment, exceptions, and final operational signoff.Connection statusLive executor check
Latest jobsQueued, running, completed, failed, or applied
Advanced AI administrationSessions, sources, safety tests, governance, release gates, and incident controls
Campaign operating loop
AI Campaign Control
The team can prepare, explain, and prioritize campaign work. Ronnie remains the approval gate for every outbound message.
0 active campaigns
0 active enrollments
0 waiting approval
Approval protected
Human Control Queue
Every session has a stage, owner, and immediate takeover path.
Team Roster
One pilot. Eight planned specialists. Shared controls.
Approved Knowledge Registry
Every usable answer begins with a source, owner, reviewer, version, and expiration.
Cited Answer Sandbox
Approved answers only. Unsupported and human only topics are refused or escalated.
Run a controlled question against the approved library.
Booking Proposals
Creates a human review packet. It never writes to Calendar.
Marketing Production Pod
Rune, Skald, Saga, and Mimir create internal work packets. Publishing remains disabled.
Final control plane
Release Control
Code completion and launch readiness are separate. External activation remains locked.
Operating Policy
Versioned approval and expiration.
Disclosure and Consent
Approved channel language plus hashed evidence.
Transcript Governance
Raw text is hashed, redacted, and discarded before storage.
Incident Control
Log, contain, resolve, or execute the rollback API.
LeadAXE Academy
Learn the System
A built in operating manual for running the desk like a top producer.
Start here
The 15 minute daily operating rhythm
Open Dashboard, clear Do Next, process Conversion Desk, then advance every active deal one stage or one task.
Simple follow up
Campaigns
Build, understand, and operate every follow up journey from first touch through booked conversation.
System Wide Default
Approval Gate Loading
Checking whether ordinary campaigns wait for review or run automatically.
Multi contact enrollment
Ready to build an audience
SMS Sweep
Choose a saved campaign and define the audience. Preview eligibility first. Nothing enrolls or sends until you confirm the exact preview.
01
Preview before enrollment
LeadAXE will check destination, consent, suppression, duplicate enrollment, channel assignment, and provider readiness.
Matched0
Eligible0
Blocked0
Already enrolled0
Batch progressEnrollment batch
Waiting to start.
This does not blast immediately. Enrollment respects the campaign schedule, approval mode, quiet hours, consent, STOP suppression, daily caps, duplicate protection, and the Engine Kill Switch.
Classic Campaign Builder
A real campaign in four obvious moves.
No automation maze. Pick the contact, write each touch, check the timing, then choose Approval Required or Fully Automated.
- 01Choose person
- 02Write touches
- 03Review timing
- 04Start safely
AI Campaign Builder
Ask Loda, Aura, or Sophie for a sequence
They propose copy, timing, and channels. You review the exact sequence, choose Approval Required or Fully Automated, then dry run before launch.
Campaign Library
Every sequence, its touch count, and the people currently enrolled.
Campaign Journey StudioSee the actual words, timing, human actions, live contacts, and performance in one ordered sequence.
Sequence vault
Workflow Library
Live campaign architecture
Select a campaign
Choose a workflow on the left to reveal its complete journey.
01
Sequence map
Read top to bottom. Every delay is measured after the previous step completes.
02
People in motion
The signal shows exactly where every enrolled contact is headed next.
Workflow controlsName, status, default channel, and send protection
Add another stepMessage, manual task, or external completion
Copy Safe
Templates
Saved Templates
Loading templatesEditor
Server lint on saveVoice Notes
Scripts
Human Gate
Approve Queue
Engine Kill Switch
Keep this visible while approving drafts.
Automation Control
Approval Gate Loading
Checking the current messaging mode.
Email and SMS control center
Connectors
See what is truly connected, what can receive, what can send, and the exact next step required before a campaign can use each channel.
Checking every connector
Connection truth
Email and SMS readiness without the guesswork.
A provider can be authenticated yet still unable to send. LeadAXE checks configuration, account access, channel assignment, adapter health, approval compatibility, and automation compatibility separately.
Connected—
Send ready—
Blocked—
Connected
Needs attention
Not configured
Blocked
LeadAXE is verifying account, assignment, health, and sending readiness.
Safety stays on: connecting a provider does not start a campaign or send a message. Consent, STOP suppression, channel controls, quiet hours, daily caps, and the Engine Kill Switch remain enforced.
Control Plane
Settings
Engine Kill Switch
Stops outbound engine work immediately when the API is live.
Channels
Global togglesAuto-send
Double opt inWindows
America New YorkBackups
Keep 14Runestones
Vertical packs. The carving travels, the living never does.Raising writes to this database. Every workflow arrives with sending OFF.