Choose how to view the demo.

Open the client booking flow, or sign in to Shaun's broker desk to review leads, documents, welcome videos, and prep memos.

View as client

Book a time, then the prep room

Hold a time with Shaun, get a private prep room, and work through the guided intake and document upload flow.

View as broker

Lead queue, client files & prep memos

Shaun's side: lifecycle status, waiting-on cues, document analysis, profile pull, and the editable prep memo.

Demo environment. Admin access uses the shared broker password; client prep rooms stay private behind their own links.