Route profit$0
Unprofitable routes0
Invoice aging0
Deadline queue0
Local entitlement0
Route Ledger
| Label | Date | Status | Profit |
|---|
Open Queues
Workspace Setup
Operational metadata only.
Do not upload, paste, link, or store loan packages, closing documents, borrower documents, customer documents, payment data, lead data, or private customer data. This product does not provide legal, notarial, tax, accounting, compliance, collections, payment-recovery, or document-handling advice.
Route Day
Private controlled-preview consent.
Use only route-day labels, dates, mileage, expenses, reimbursements, and operational status. Do not enter borrower/customer identity, document, payment, lead, credential, secret, or advice content.
Mileage and Expense
Signing
Private controlled-preview consent.
Use only signing nicknames, platform nicknames, area labels, appointment time, fee, status, and sanitized operational notes.
Signing Status
Invoice
Private controlled-preview consent.
Use only invoice amount, due date, paid date, status, void/dispute state, and aging metadata. Do not enter payment method, billing address, customer-payment, or private customer data.
Invoice Status
Deadline
Private controlled-preview consent.
Use only scan-back or close-out due times, acknowledgements, waiver/close state, and status metadata. Do not enter document links or document contents.
Deadline Status
Lemon Billing Session
Private payment path only.
Payment/provider execution is disabled for this controlled-preview gate unless a separate payment gate explicitly enables it. Hosted URLs remain redacted, payment readiness remains false, and public launch stays gated.
Local Billing Fixture
Local fixture only.
These controls model entitlement transitions with deterministic local events. They do not create accounts, real transactions, external objects, links, portals, customer records, or credential bindings.
Entitlement State
| Event id | Provider | Event | Status |
|---|
Settings
CSV Export
Private controlled-preview consent.
Export is owner-only and tenant-scoped to the operational allowlist. It excludes auth credentials, session hashes, passwords, documents, advice, payment/provider data, borrower/customer identity data, support PII, waitlist fields, lead fields, checkout URLs, and cross-tenant records.