Pipelines
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Task Templates
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Global AI Config
Model
API key is managed via Cloudflare Secrets Store — not editable here.
Base System Prompt (applies to all sections)
Overall Proposal Rules
Injected into every AI draft call — compliance requirements, language standards, what must/must not appear
These rules are appended to the base system prompt for every section draft. Use this to set firm-wide compliance requirements, required language, NCCP obligations, and anything that must always or never appear in the proposal.
Section Instructions
Injected after deal data — edit to change what AI writes
Box Document Templates
Define Box Word (.docx) templates with
{{variable}} placeholders. Map each variable to a deal field. Generate personalised documents directly into a deal's Box folder.
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Available Merge Fields
Use these source values when mapping variables
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Lenders
Manage the lender list used across deals. Drag rows to reorder. CONN is the Connective lender code — set it to link to product rate data.
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Document Requirements Matrix
Configure which documents are required for each client type. Changes take effect for all new fact-find responses.
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Questionnaire Sections
The fact-find questionnaire consists of 10 sections. Section 4 (Self-Employed Details) is shown conditionally based on employment type.
Fact-Find Field Mappings
Map fact-find fields to deal or contact fields. When "Push to Deal" is used on a submitted fact-find, these mappings will update the corresponding records.
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Referrers
Manage referrers, generate invite links, and track commissions. Referrers see a portal showing the deals they've sent in, stage, settlement, and what they're owed.
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