PRIVATE REVIEW WORKSPACE Isolated CRM · Fictional data only · No production delivery
PPlatinum Intake V2
DAVE-ONLY ACCESS

A familiar application.
A quieter workflow.

One form, an AI helper beside it, and a separate CRM for reviewing how the answers land.

No public registration. This workspace is separate from the current intake.
APPLICATION LIBRARY

Start with the right application.

PDF-familiar forms. Applicable questions. No step-by-step wizard.

Everything here stays in V2.
No live CRM, Task or email effects.

Saved applications

Saved
SURETY BOND APPLICATION

PRIVATE V2
Review copy
Application information only. This is not an executed indemnity, credit authorization, quote, issued bond or carrier submission. Original carrier agreements remain separate. Saving and mapping do not contact anyone.

Supporting documents

ISOLATED TEST CRM

See where the answers landed.

The copied CRM schema is here—not production data or production workflow services.

SOURCE & MAPPING NOTES

Familiar source. Explicit mapping.