CROP System Map · v2.0.69

Inside this guide

A clear tour of the complete platform.

Each chapter shows the page flow, the information it receives, the controls it depends on, and where its outputs go next.

Operating model

Identity, project context, governed evidence, peer workspaces, and controlled outputs.

Home

Personal triage, active-project selection, next action, and feedback loops.

Projects

Five workstreams from classification through readiness, decisions, diligence, and execution.

CROPCRM + Origination

Clients, contacts, opportunities, tasks, files, integrations, and source-backed deal flow.

Documents

Upload, OCR and extraction, broker review, cited questions, exports, and publication gates.

Portfolio

Preview and map imports, properties, dates, verified map pins, analytics, and outputs.

More + Administration

Automation, connections, activity, support, prototype tools, access, APIs, and governance.

Client Portal

Published decisions, scoped portfolio records, reviewed documents, messages, and return loops.

End-to-end workflows

Five concise handoffs from source input through reviewed and traceable outcomes.

51-route appendix

A compact production-page directory with purpose, path, and role visibility.

ReceivesInformation entering the workspace.

Depends onAuthorization, review, readiness, or configuration gates.

SendsRecords, decisions, evidence, or actions available to the next workspace.

The operating model

How the system fits together

Users choose a project once. That context follows them through the workflow, limits what data they can see, and keeps every action tied to the correct client record.

1Active project context follows broker navigation.

5Required classifications route the correct workstream.

9Governed lifecycle stages for tenant representation.

ReviewedDocument answers stay inside authorized reviewed sources.

01 · Choose the context

Project first

The selector establishes which deal, records, documents, scenarios, dates, and exports are in scope.

02 · Do the work

One governed record

Research, decisions, documents, and edits retain their source, review state, owner, and audit evidence.

03 · Share safely

Publish, do not expose

The Client Portal receives published options and recommendations, project-scoped portfolio records, reviewed client documents, and scoped messages.

Dependency map

Context joins the system; it is not a fixed sequence

The top row supplies scope. The center carries that scope across peer workspaces. Only eligible records cross the client boundary.

ACCESS INPUTIdentity + role

Sets tenant, permissions, and client or observer boundaries.

RELATIONSHIP INPUTCROPCRM client

Connects accounts, contacts, pursuits, files, and linked projects.

EVIDENCE INPUTReviewed sources

Supplies authorized document content, facts, and citations.

SHARED OPERATING SCOPEActive project context

One selected assignment determines which records, documents, models, dates, exports, and suggested questions are in scope.

TRIAGEHome

Priorities and next action.

TRANSACTProjects

Lifecycle and decisions.

RELATECROPCRM

Clients and pursuits.

EVIDENCEDocuments

Review and citations.

OPERATEPortfolio

Assets, dates, analytics.

SUPPORTMore

Automation and governance.

CONTROLLED OUTPUTClient Portal

Published shortlist and recommendation, project-scoped portfolio, reviewed documents, and messages.

DELIVERY OUTPUTExports + document room

Project-scoped deliverables return to governed storage and activity.

RETURN LOOPActivity + audit

Decisions, uploads, edits, checks, and review states return as traceable events.

Ask Labarna is the governed read layer across authenticated routes. It explains whether it is reading the current page, active project, exact CRM record, or selected reviewed document. Project scope can search authorized reviewed project documents; Labarna never writes operational records.

Page-by-page guide

Select a workspace

Each map shows what the user sees first, the major buttons, whether an action opens another page or stays in place, and what business outcome it supports.

Primary rail · Start here

Home

The personal command center. It answers “where should I start?” with the active project, the next lifecycle action, urgent work, and direct links into every operating workspace.

/home

Clickable page flow

From sign-in to the next best action

Select a node to explain it

The user lands in a role-appropriate personal workspace with governed access already applied.

Workspace connections

What Home receives and where it sends the user

Arrows show the direction of information and work.

Receives from

Active project + workstream

Classification, lifecycle stage, readiness, owner, and recommended next route.

Operating queues

Tasks, issues, dates, messages, reviews, decisions, and recent activity.

DEPENDS ONHOME

Authorized project context + lifecycle routing

Sends to

Correct next workspace

Projects, CROPCRM, Documents, Portfolio, or More with project context intact.

Explicit new records

Project, Issue, Critical Date, Client, or Task—only when the user creates one.

Why it matters: Home is the triage layer; it summarizes work but leaves each governed record in its owning workspace.

Ask Labarna

Answers from the current page and selected project’s governed records and authorized reviewed files.

Pick up where you left off

Routes directly to the active project’s next lifecycle workspace.

Today’s priorities

Surfaces decisions, issues, reviews, messages, tasks, and deadlines that need attention.

Workspaces

Direct entry to Projects, CROPCRM, Documents, Critical Dates, and Portfolio.

Buttons and destinations

Route changes are shown at right

Continue reviewNEXT STAGE

Opens Requirements, Documents, Market/Options, Origination, Scenarios, Terms / LOI, Diligence, Incentives, Execution, or Portfolio according to project type, stage, and readiness.

Open project/dashboard#mandates

Opens the selected project in the command view; choose its name or View details to open the drawer.

Review why CROP placed it here/intake#deal-detective

Shows the source-backed evidence behind lifecycle placement.

Open full work queue/crm?view=tasks

Moves into CROPCRM Tasks for owner, priority, due date, and status work.

Search workspaceOVERLAY

Finds relevant pages and records; project-aware when a project is active.

＋ New recordDRAWER

Creates a Project, Issue, Critical Date, Client, or Task without leaving the page.

Primary rail · Transaction work

Projects

The deal workspace. A required classification selects the correct lifecycle, financial model, readiness gates, and next actions for the assignment.

/dashboard?mandate=…

Clickable page flow

How a project becomes an executed decision

Select a node to explain it

Create the project and select one of five required classifications; this establishes the correct workstream.

Workspace connections

What a Project depends on and what it creates

Classification controls lifecycle and financial-model routing.

Receives from

CROPCRM + requirements

Selected project, optional linked client, stakeholders, objectives, and confirmed decision criteria.

Documents + research

Authorized reviewed evidence, official terms, and governed market or diligence research.

DEPENDS ONPROJECTS

Role/scope + classification + readiness gates

Sends to

Decision + execution records

Options, saved models, official terms, diligence, issues, handoff, dates, and portfolio follow-through.

Controlled client outputs

Only explicitly published shortlists and recommendations reach their portal pages.

Why it matters: Projects moves one assignment from intake to an evidence-backed decision without mixing workstreams or clients.

5×

One platform, five workstreams

Tenant Representation · Listing Agency Sale · Listing Agency Lease · Sale Leaseback · Investment Sale. Reclassification requires a reason and retains an audit record.

Tenant Representation lifecycle

The Overview page shows this nine-stage ribbon

1Requirements

2Market strategy

3Options and shortlist

4Lease scenarios

5RFP and LOI

6Diligence

7Incentives

8Execution and occupancy

9Portfolio follow-through

Overview

Receives a created or selected project and optional client link. Classification sets lifecycle/model routing; Continue depends on readiness, and only a Super Admin can override blockers.

/dashboard

Requirements

Receives client notes or a reviewed complete source. Confirmed requirements and Detective evidence feed market/origination work, scenarios, and stage gates.

/intake

Options

Receives confirmed tenant requirements and governed research. Reviewed/locked shortlist records feed Scenarios and, when published, Portal Options.

/market

Scenarios

Receives workstream type plus project assumptions, options, or terms. Saved results remain reopenable; only a published recommendation feeds Portal Decision.

/scenarios

Terms / LOI

Receives proposals and reviewed extracted terms. Official records feed Compare, Diligence, Handoff, and exports; extraction alone is not official.

/transactions

Diligence

Receives type-specific routing, official terms, reviewed sources, and authorized research. Accepted findings and issues feed readiness and Handoff.

/diligence

Execution

Receives confirmed terms, reviewed sources, diligence, and dates. It creates packages, obligations, milestones, and links to Dates/Portfolio; nothing publishes automatically.

/handoff

＋

More tools

Compare reads proposals/LOIs; Incentives reads requirements/research; Capital reads project/market inputs; Scoring reads options/weights; Issues collects findings across the lifecycle.

PROJECT MORE

Classification-specific paths

Open each workstream

Tenant Representation

Requirements /intake → Market strategy /market → Options and shortlist /market → Lease scenarios /scenarios → RFP and LOI /transactions → Diligence /diligence → Incentives /incentives → Execution and occupancy /handoff → Portfolio follow-through /portfolio.

Occupancy comparisonsShortlist publicationClient decision

Listing Agency — Sale

Property intake /intake → Valuation and positioning /documents → Marketing and buyer pipeline /origination → Pricing and net proceeds /scenarios → Offers and purchase agreement /transactions → Buyer diligence /diligence → Closing /handoff.

Seller net proceeds modelBuyer pipeline

Listing Agency — Lease

Property intake /intake → Positioning and pricing /documents → Marketing and prospect pipeline /origination → Landlord lease economics /scenarios → Proposals and lease negotiation /transactions → Lease diligence /diligence → Lease execution /handoff.

Landlord cash-flow modelProspect pipeline

Sale Leaseback

Requirements and objectives /intake → Valuation and capital strategy /documents → Investor marketing and bids /origination → Purchase and lease economics /scenarios → Purchase and lease terms /transactions → Diligence /diligence → Closing /handoff.

Investment Sale

Underwriting /intake → Offering materials /documents → Buyer targeting and bids /origination → Valuation and returns /scenarios → Purchase agreement /transactions → Buyer diligence /diligence → Closing /handoff.

Investment-sale underwritingSaved return schedules

Project buttons that move the user

Everything else opens a governed drawer or performs an in-place action

＋ New projectDRAWER

Requires a name, classification, and optional description before the workspace is created.

ContinueTYPE + STAGE ROUTE

Uses the selected workstream and current readiness position to open the correct next page.

Preview client view/portal/options or /portal/scenarios

Shows exactly what a client will see before publication.

Review supporting documents/documents

Preserves the active project while opening source evidence.

Edit critical dates/dates

Opens the date board for the same project.

Invite client to portal/admin?section=invites

Super Admin route for creating governed client access.

Primary rail · Relationships

CROPCRM

The relationship operating system. It organizes accounts, contacts, pursuits, tasks, files, commercial visibility, and governed imports around a Client 360 record.

/crm?view=…

Clickable page flow

How a relationship becomes active deal flow

Select a node to explain it

CRM Home presents the user’s chosen dashboard, recommended next action, and pinned or recent relationships.

Workspace connections

How relationship context becomes owned work

Client 360 narrows Labarna and actions to one exact account.

Receives from

Manual + governed imports

Authorized account/contact entry, CSV/XLSX mapping, Salesforce sync, and completed provider transfers.

Qualified context

Project links, reviewed vault files, relationship activity, and manually qualified Origination leads.

DEPENDS ONCROPCRM

Account permission + exact Client 360 scope + review state

Sends to

Owned relationship work

Contacts, pursuits, tasks, calendar items, activity, and reviewed private-vault evidence.

Project links + priorities

Linked diligence routes and due work that surfaces in CRM Home and the broader work queue.

Why it matters: CROPCRM turns relationship knowledge into permissioned, traceable work rather than disconnected contact notes.

360

One server page, multiple CRM views

The tabs update the URL with a view parameter. Opening a client adds the client ID and creates an exact record-scoped Ask Labarna experience.

Home

Receives authorized CRM records and saved dashboard preferences, then shows triage and recommended navigation without moving the underlying records.

?view=home

Clients / Client 360

Receives manual/imported/provider data, project links, and reviewed vault files. Exact client scope governs contacts, tasks, pursuits, activity, files, and Labarna.

?view=clients

Opportunities

Receives client context and manually qualified Origination leads. Owned stages, value, and next steps feed CRM Home; no feed row converts automatically.

?view=opportunities

Tasks

Receives general, client, project, or pursuit work. Owner, priority, status, and due date feed Calendar and priority surfaces.

?view=tasks

Files

Receives private client uploads and provider snapshots. Reviewed authorized files feed record-scoped answers; unreviewed extraction stays excluded.

?view=files

Contacts

Receives an exact account and authorized enrichment, then feeds Client 360 and Origination relationship context.

?view=contacts

Calendar

Receives due-dated Tasks. Completing or editing calendar work writes back to the owning Task record.

?view=calendar

Commercial

Receives client and opportunity aggregates for read-only visibility and client navigation; it does not change billing or license records.

?view=commercial

↻

Import & sync

Receives completed connector runs, Salesforce metadata, or CSV/XLSX. Preview, mapping, setup verification, provenance, and rollback govern committed account/contact records.

?view=sync

Client 360 actions

Record-scoped work stays tied to one relationship

＋ Client / Task / OpportunityDRAWERS

Create core relationship records without leaving CROPCRM.

Open client?view=clients&client=…

Opens the Client 360 drawer, record-specific Labarna, timeline, contacts, projects, pursuits, files, and commercial snapshot.

Open vault?view=files

Moves directly to the selected client’s private file workspace.

Open project diligence/diligence?mandate=…

Connects the client relationship to the active deal’s diligence work.

Import or sync data?view=sync

Opens provider vault import, Salesforce migration, or CSV/XLSX preview and mapping.

Open deal-flow pipeline/crm?view=opportunities

Opens CRM Opportunities. The user creates or advances the qualified pursuit; normalized Origination deals do not silently create CRM records.

Origination

CROPCRM’s second top-level tab

Origination · Trigger Intelligence

Receives a verified PitchBook session, valid saved-results URL, feed cadence, and project link. It produces a normalized deal sheet, source-backed relationship workbench outputs, and project-scoped PDF/XLSX/DOCX/PPTX exports; the user opens CRM Opportunities for manual pursuit creation.

/origination

PitchBook status and action dependencies

Super Admin manages the session in Admin APIs. Established and Established · expiring remain usable; Needs verification and Not linked do not. Pull now requires a verified or verified-expiring session and a saved feed. Cadence can be every 12 hours, 24 hours, 7 days, or manual. “Configured” is not the same as “Verified.”

Primary rail · Source evidence

Documents

The governed document room. Files enter privately, pass through extraction and broker review, then become approved evidence for project decisions, Ask Labarna, exports, and the Client Portal.

/documents?mandate=…

Clickable page flow

How a document becomes trusted evidence

Select a node to explain it

The original file enters a private project or CRM room and remains unavailable to clients.

Workspace connections

How Documents becomes the evidence layer

Extraction is evidence; review determines governed downstream use.

Receives from

Scoped uploads

Project, CRM-vault, portal-review-queue, and generated-output files with tenant and record scope.

Reader + human review

Native text, OCR, page markers, extraction state, corrections, and explicit broker review.

DEPENDS ONDOCUMENTS

Authorization + reader state + broker review

Sends to

Cited project evidence

Ask Labarna, Project Detective, diligence, terms review, and source-backed project work.

Delivery surfaces

Export Center, project document room, activity trail, and authorized reviewed Portal documents.

Why it matters: Documents keeps source text, review state, citations, and access together so extracted text never silently becomes an operational fact.

What Ask Labarna answers from

On this page, the user selects a reviewed document. Labarna reads its actual reviewed source text and extraction evidence, cites the document plus available page/field/row context, distinguishes reviewer-confirmed facts from pending extraction, and says when the source does not contain the answer.

Document room

Project selector, reviewed-document Ask scope, upload, generated outputs, source review, reader, correction, review state, filters, and reprocessing.

/documents

Export Center

Client deliverables and internal working exports in PDF, XLSX, DOCX, or PPTX; completed files return to the project room and activity trail.

/exports

Playbook

Searchable knowledge capture, expandable guidance, case studies, and Knowledge Playbook DOCX export.

/playbook

Reports

There is no separate Reports page. Reports and deliverables intentionally live in Export Center under Documents.

/exports

Documents · Controls and delivery

From reviewed evidence to a governed outcome.

These controls preserve the line between private source material, reviewed content, cited answers, project deliverables, and intentional client visibility.

Document buttons and outcomes

Review is the publication boundary

Upload a fileIN PLACE

Creates a private source file, runs the configured reader, and keeps it hidden from clients until review.

Select a reviewed documentASK SCOPE

Changes Ask Labarna from project-wide context to the exact selected source.

Open review / Open reviewed fileREADER

Opens the PDF/document reader, extraction fields, source context, and review controls.

Correct value · Review and saveIN PLACE

Records a reviewer-corrected fact with audit evidence; it does not silently write a lease or portfolio record.

Mark reviewed / Reopen reviewSTATE CHANGE

Controls availability to governed downstream client and answering surfaces.

Reprocess fileIN PLACE

Reruns a failed or partial reader only after the user’s document authorization is checked.

Download sourceORIGINAL FILE

Returns the authorized original from the document store.

Room index / report / briefingPDF · XLSX · DOCX · PPTX

Generates governed room-level deliverables.

Generate client deliverable/exports

Builds an LOI, Executive Summary, RFP, Lease Abstract export, or Market Survey from an eligible scoped record. A Lease Abstract is an on-demand deliverable from reviewed source evidence—not an ingestion workflow and never a silent write into lease or portfolio records.

Primary rail · Operating assets

Portfolio

Turns asset schedules reviewed inside the import wizard into property records, lease dates, verified map locations, concentration analysis, expiration visibility, and project-specific portfolio strategy.

/portfolio?mandate=…

Clickable page flow

How a workbook becomes portfolio intelligence

Select a node to explain it

Choose a CSV or XLSX and the active project; no portfolio records exist until the preview and review steps are committed.

Workspace connections

How source schedules become operating records

The preview is the control point; there is no blind import.

Receives from

CSV/XLSX + handoff inputs

Selected schedule, project records, governed automation output, or explicit manual entry.

Mapping + review

Worksheet, columns, normalized rows, source-row references, validation, and coordinate attestation.

DEPENDS ONPORTFOLIO

Active project + row review + verified mapping

Sends to

Operating records

Properties, addresses, linked lease information, mapped expiration/notice dates, and verified pins.

Decision views

Map, analytics, Critical Dates, strategy runs, exports, and project-scoped Portal portfolio.

Why it matters: Portfolio converts reviewed rows into reversible, property-specific records while preserving where every value came from.

Portfolio Strategy

Preview and import CSV/XLSX schedules, create/edit properties, view the interactive map, regional concentration, facility mix, expiration ladder, market benchmark, and export the portfolio.

/portfolio

Critical Dates

Receives mapped lease expiration/notice dates, handoff dates, and manual dates. Owner, timing, severity, property/project link, and evidence feed Action this week, Days 8–30, Home, and Execution.

/dates

Portfolio buttons and outcomes

Imported rows remain reviewable and reversible

Import portfolio locations3-STEP WIZARD

File → Map → Review. Accepts CSV/XLSX up to 5 MB, supports worksheet selection and adjacent two-row headers, and preserves source-row references.

Import reviewed rowsCOMMIT

Creates normalized properties, linked lease information, and property-specific critical dates.

Roll back this importREVERSIBLE

Reverses only that import transaction without deleting unrelated portfolio data.

＋ Portfolio property / EditDRAWER

Maintains the operating record and explicit manual-entry evidence.

Reset · Fit · Open propertyMAP

Filters and navigates verified pins; addresses remain visible when coordinates are not verified.

Build a portfolio strategyGUIDED ANALYSIS

Requires an active project, at least one governed portfolio property, and the configured Automation Service; results remain source-backed.

Portfolio exportsPDF · XLSX · DOCX · PPTX

Creates summary, model, report, and briefing deliverables with consistent currency and SF formatting.

Primary rail · Platform operations

Specialist tools that support every workspace: automation, connections, messages and activity, guidance, structural analysis, and administration.

/data

Clickable page flow

How specialist tools support the work

Select a node to explain it

Open More to enter Automation, Connections, Activity, Help, Prototype, or authorized Administration.

Workspace connections

How platform services support operating work

Admin is deliberately outside active-project context.

Receives from

Scoped requests + events

Project, relationship, document, workflow, message, and platform-health inputs.

Configuration + permissions

Connector setup, verified sessions, admin role, governance policy, and service health.

DEPENDS ONMORE

Role + connector health + governed task inputs

Sends to

Operational results

Completed guided runs, messages, connection status, evidence, and guidance back to owning workspaces.

Control evidence

Configuration, invitations, access changes, verification, truth confirmations, and audit events.

Why it matters: More supports, connects, and governs CROP without becoming a second place to maintain the underlying business record.

Automation

Run guided business tasks, specialist agent work, governed analysis, and review completed results.

/data

Connections

All brokers see business status and purpose. Super Admin can run checks, inspect evidence, and open setup. User labels: Available / Installed / Needs attention / Not available; Admin labels: Verified / Configured / Needs attention / Setup required.

/connected

Messages & Activity

Reply to project messages, upload a secure project file, and review the activity ledger.

/activity

Help Center

Search the intake-to-decision guide and glossary; open the recommended next workspace.

/help

Structural X-Ray Studio

Upload plans, extract a reviewed program, model structure, assess feasibility and timeline, and export PNG.

/prototype

Admin

Full command center for Super Admin; Admin users who navigate directly receive People-only administration.

/admin

More · Administration

The control plane behind every workspace.

People, sessions, invitations, integrations, system health, and truth governance are managed here without inheriting or obscuring the active project context.

Admin command center

Super Admin sections

Overview/admin

Operational action queue for invitations, sign-ins, role changes, integrations, truth exceptions, and failed runs.

People?section=people

Roster, roles, CRM permissions, project/document scope, password/MFA actions, revoke and restore.

Sessions?section=sessions

Live session register, account coverage, refresh, and immutable authentication events.

Invites?section=invites

Send, resend, and revoke scoped invitations.

Emails?section=emails

Brand settings, templates, live preview, save, and controlled test delivery.

Audit?section=audit

Filter evidence by actor, surface, event, target, and date; open evidence or export CSV.

APIs?section=apis

Controls connector availability across workspaces: configure sessions, fields, schedules, exports, verification, and Run now. Configured does not mean Verified.

System?section=system

Database and runtime health, degraded service links, latency/error summaries, and private search records.

Governance?section=governance

Feeds truth state and source boundaries across every workspace through confirmation, provenance rules, and locked licensing controls.

Client-facing surface · Governed scope

Client Portal

A simplified project view for decisions and collaboration. Brokers can preview it. Clients see published decision work, project-scoped portfolio records, reviewed client documents, and messages; observers see only explicitly designated documents.

/portal?mandate=…

Clickable page flow

How governed broker work reaches the client

Select a node to explain it

The broker explicitly publishes a shortlist or recommendation, maintains project-scoped portfolio records, and reviews documents before client Ask access.

Workspace connections

What crosses the client boundary—and what returns

Visibility is controlled by membership, scope, publish state, and review state.

Receives from

Broker-controlled work

Published shortlist and recommendation, project-scoped portfolio records, reviewed documents, and project messages.

Access rules

Portal membership, selected project, available modules, and designated observer document scope.

DEPENDS ONCLIENT PORTAL

Membership + scope + publish/review gates

Sends back

Decisions + messages

Recommendation approval/rejection and secure replies return to the broker workflow.

New source files

Uploads enter the private broker review queue; they are neither approved nor published automatically.

Why it matters: The Portal enables client decisions and collaboration without exposing internal drafts, unrelated records, or unreviewed Ask content.

Overview

Where things stand, project stage, top option, recommended path, metrics, and approve/proceed action.

/portal

Options

Broker-locked shortlist, search and status filters, fit, address, SF, source, gaps, and tradeoffs.

/portal/options

Decision / Scenarios

Published economics, recommendation details, approve recommendation, or reject and return to broker.

/portal/scenarios

Portfolio

Depends on project-scoped portfolio records; when records exist, clients see the map, analytics, governed property list, and XLSX download.

/portal/portfolio

Documents

Ask searches only authorized reviewed documents. Client downloads use reviewed project scope; observer downloads stay limited to explicitly designated document IDs.

/portal/documents

Messages

Secure project thread, reply, and file drop. New files return to broker review rather than publishing immediately.

/portal/messages

Role-based navigation

Options and Decision appear when their broker-published records exist; Portfolio appears when project-scoped portfolio records exist. Documents and Messages remain stable client tabs. An observer is routed to designated Documents only and cannot browse the broader client project; Ask still requires reviewed content.

Client Portal · Decisions and collaboration

Simple actions, protected by precise scope.

The client can decide, download, reply, or upload without seeing internal drafts or bypassing the broker review and publication boundaries.

Client actions

Every action stays inside the active project

Approve and proceedCONFIRMATION

Records the client decision against the published recommendation.

Reject and return to brokerIN PLACE

Returns the scenario for broker follow-up with a governed decision state.

Download originalAUTHORIZED FILE

Client access uses reviewed project documents. Observer access remains limited to exact documents explicitly designated by an administrator.

Send replyPROJECT THREAD

Adds a message to the secure client ↔ broker conversation.

Upload to projectBROKER REVIEW QUEUE

Queues extraction and review; it does not approve or publish the file.

Back to broker workspace/home?mandate=…

Visible in broker preview only.

End-to-end flows

What happens across pages

These are the handoffs that make CROP one operating platform instead of disconnected tools.

Project to decision

Confirmed inputs become market work, analysis, a recommendation, and a client decision.

Create + classify projectConfirm requirementsRoute to Market or Documents + OriginationRun type-specific scenariosPublish decision work

Document to answer

Source content stays governed from upload through answer and publication.

Upload privatelyOCR + extractionBroker reviews factsLabarna cites evidenceReviewed file may publish

Workbook to portfolio

No blind import: the user sees worksheet, mapping, normalized rows, and final effects.

Choose workbookMap headersReview rowsCreate properties + datesMap + analyze + export

PitchBook to pursuit

A verified session and saved result feed become normalized, project-linked deal intelligence.

Connect + verifySave feed + cadencePull normalized dealsQualify in OriginationOpen CRM + create pursuit

Broker work to client view

Published decision records, project-scoped portfolio records, reviewed client documents, and scoped messages cross their specific portal gates.

Broker completes workApply publish / review / scope gatePortal shows eligible moduleClient decides or repliesAudit returns to broker

Complete route directory

Every production page

Internal QA-only pages are intentionally excluded. Use the filters to show the surface relevant to each audience.

CROP production pages, routes, purposes, and authorized audiences
Workspace / page	Route	What it does	Who sees it
Home	`/home`	Resume the next project action, review priorities, and open a workspace.	Broker
Projects · Overview	`/dashboard`	Create, classify, select, continue, archive/restore, and inspect projects.	Broker
Projects · Requirements	`/intake`	Intake analysis, Project Detective, fact review, requirement confirmation, and exports.	Broker
Projects · Options	`/market`	Market/property research, scoring, shortlist, publication, and client preview.	Broker
Projects · Scenarios	`/scenarios`	Type-specific financial models, saved results, recommendation, publication, and decision history.	Broker
Projects · Terms / LOI	`/transactions`	RFP, proposal, LOI, normalized terms, review, versions, risks, and negotiation exports.	Broker
Projects · Diligence	`/diligence`	Routed diligence workstreams, owners, findings, research, costs, and evidence.	Broker
Projects · Execution	`/handoff`	Handoff package, obligations, milestones, landlord deliverables, and linked dates/docs.	Broker
Projects · Compare	`/compare`	Side-by-side proposal and LOI economics with comparison exports.	Broker
Projects · Incentives	`/incentives`	Programs, criteria, filings, compliance milestones, contacts, research, and exports.	Broker
Projects · Capital Markets	`/capital`	Information packets, cap-rate references, and capital-markets deliverables.	Broker
Projects · Scoring	`/scoring`	Weighted ranking, controlled weight editing, review, and scoring exports.	Broker
Projects · Issues	`/issues`	Issue queue, severity/status filtering, full decision record, create, and edit.	Broker
CROPCRM · Home	`/crm?view=home`	Authorized CRM records and dashboard preferences become personal triage and recommended navigation.	Broker
CROPCRM · Clients / Client 360	`/crm?view=clients`	Exact account scope connects contacts, pursuits, tasks, activity, files, projects, commercial context, and record-scoped Labarna.	Broker
CROPCRM · Opportunities	`/crm?view=opportunities`	Manually owned pursuits move through Qualification to Won/Lost; Origination rows never convert automatically.	Broker
CROPCRM · Tasks	`/crm?view=tasks`	Client/project/pursuit work becomes owner-, priority-, status-, and due-date-controlled action.	Broker
CROPCRM · Files	`/crm?view=files`	Private vault uploads, review, original download, provider snapshots, and file-register export.	Broker
CROPCRM · Contacts	`/crm?view=contacts`	Account-scoped contacts and authorized enrichment feed Client 360 and relationship context.	Broker
CROPCRM · Calendar	`/crm?view=calendar`	Due-dated Tasks appear on the calendar; edits write back to the owning Task.	Broker
CROPCRM · Commercial	`/crm?view=commercial`	Read-only client/opportunity reporting with client navigation; no billing or license mutation.	Broker
CROPCRM · Import & sync	`/crm?view=sync`	Provider, Salesforce, CSV, or XLSX inputs pass through verification, preview/mapping, provenance, commit, and rollback controls.	Broker
Origination	`/origination`	PitchBook feeds, normalized deals, trigger intelligence, relationship workbench, and CRM handoff.	Broker
Documents · Document room	`/documents`	Upload, OCR/extraction, review, reader, Ask Labarna, reprocess, download, and room outputs.	Broker
Documents · Export Center	`/exports`	Client deliverables and internal reports in PDF, XLSX, DOCX, and PPTX.	Broker
Documents · Playbook	`/playbook`	Searchable knowledge capture, guidance, case studies, and DOCX export.	Broker
Portfolio	`/portfolio`	Reviewed imports, properties, maps, analytics, lease expirations, and exports.	Broker
Portfolio · Critical Dates	`/dates`	Owned date boards for this week, days 8–30, and the longer horizon.	Broker
More · Automation	`/data`	Guided business tasks, specialist agents, governed results, and admin data counts.	Broker
More · Connections	`/connected`	All brokers see business status; Super Admin can run checks, inspect evidence, and open exact setup.	BrokerSuper Admin
More · Messages & Activity	`/activity`	Broker message replies, secure file upload, and recent platform actions.	Broker
More · Help Center	`/help`	Searchable workflow guide, glossary, and recommended workspace links.	Broker
More · Structural X-Ray Studio	`/prototype`	Plan extraction, structure/program review, feasibility, timeline, and PNG output.	Broker
Admin · Overview	`/admin`	Operational action queue across access, integrations, truth, and failed runs.	Super Admin
Admin · People	`/admin?section=people`	Roster, roles, permissions, scopes, password/MFA, revoke, and restore.	Super AdminAdmin
Admin · Sessions	`/admin?section=sessions`	Live session coverage, register, and immutable authentication stream.	Super Admin
Admin · Invites	`/admin?section=invites`	Send, resend, and revoke scoped access invitations.	Super Admin
Admin · Emails	`/admin?section=emails`	Email branding, templates, live preview, save, and controlled testing.	Super Admin
Admin · Audit	`/admin?section=audit`	Evidence explorer with actor/event/target/date filters and CSV export.	Super Admin
Admin · APIs	`/admin?section=apis`	Sessions, schedules, fields, checks, exports, and Run now for integrations.	Super Admin
Admin · System	`/admin?section=system`	Runtime/database health, degraded links, metrics, and private search records.	Super Admin
Admin · Governance	`/admin?section=governance`	Truth confirmation, provenance boundaries, explicit states, and locked licensing preview.	Super Admin
Client Portal · Overview	`/portal`	Project position, top option, recommendation, metrics, and approve/proceed.	Client
Client Portal · Options	`/portal/options`	Published shortlist, filters, fit, evidence, gaps, and tradeoffs.	Client
Client Portal · Decision	`/portal/scenarios`	Published scenarios and recommendation approval/rejection.	Client
Client Portal · Portfolio	`/portal/portfolio`	Project-scoped portfolio records drive the map, analytics, list, and XLSX download.	Client
Client Portal · Documents	`/portal/documents`	Ask reads reviewed authorized content; client access is project-scoped and observer access is exact-document designated.	ClientObserver
Client Portal · Messages	`/portal/messages`	Secure project thread, reply, and file drop into broker review.	Client
Profile & security	`/profile`	Profile, reset email, MFA, session sign-out, and role-appropriate return route.	Super AdminBrokerClientObserver
Secure access	`/login`	Sign in, MFA, first-access, recovery, and activation link.	All invited users
Account activation	`/activate`	Activate an invitation and establish first access.	Invited users

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Ask Labarna

Answers from the right scope.

Available across authenticated broker, Admin, and client pages unless the user hides it in display preferences. The bar explains whether it is reading the current page, active project, exact CRM record, or selected reviewed document and offers page-specific suggested questions. Project questions can use authorized reviewed project documents; unsupported or absent answers are stated plainly.

DOCUMENT CITATIONPAGE / FIELD / ROWREVIEW STATETRUTHFUL NOT FOUNDREAD ONLY

Governed access

Publication is intentional.

Tenant isolation and record scope are checked before content is loaded. Ask uses reviewed document content; client documents use project review gates, while observer browsing stays limited to exact designated document IDs. Extraction never silently becomes a lease or portfolio fact.

LIVE + VERIFIEDAWAITING SOURCECONFLICTEDMANUAL ENTRYMODELED ASSUMPTION