Funding MachineComplete Brand OS + FM Live 2027
v3 · + FM ONE™ SPEC Sep 8, 2026 47 deliverables

The complete Funding Broker OS — brand + product + engineering.

Every marketing page, every product screen, every FM Live 2027 asset, every social/email/ad template — plus the complete Funding Machine ONE™ Cloudflare-first technical engineering spec. All inheriting one CSS foundation. All hyperlinked. All production-ready.

◉ Open Agent Builder → 📘 AGENT.md · Load into any AI 📄 README
47
Deliverables
21
Brand + product
15
FM ONE™ spec
150+
DB tables · FMO
50+
AI agents · FMO
137
Components
01 · MARKETING SITE

Public web · 10 pages.

SIGNAL GRID DIRECTION
FLAGSHIP

Homepage — hero to CTA

Animated capital-flow hero + live product composition + 6 features + 6 broker testimonials + FM Live promo + final CTA.

Open marketing home →
02 · MARKETING

Platform overview

All 10 modules · 5-layer Funding Intelligence System architecture · 12 native integrations.
MarketingOpen →
03 · FEATURE PAGE

AI Underwriting deep-dive

Interactive 5-step scan demo · 6 value props · 4 trust guarantees. The retainer-winning page.
InteractiveOpen →
04 · MARKETING

Pricing

3 tiers · monthly/annual toggle · full feature comparison · 6 FAQs.
$149–CustomOpen →
05 · MARKETING

Customer stories

6 brokers · real times · real deals. Featured Sabrina 5:15.
6 storiesOpen →
06 · CONVERSION

Book a demo

Date + time picker · 4-step agenda · trust proof strip.
Split heroOpen →
07 · COMPANY

About

Origin story · 4 values · team · $127M funded stat card.
NarrativeOpen →
08 · AUTH

Sign in / up

Split-screen · OAuth · testimonial panel with live stats.
AuthOpen →
09 · FIRST RUN

Onboarding flow

5-step first-deal flow · brokerage → lenders → deal → AI → fund.
5 stepsOpen →
10 · MOBILE

iOS / Android app

4 native screens · Command · Deal · FUNDED · Pipeline.
Native mockupOpen →
11 · EXPLORATION

3 visual directions

Signal Grid · Capital Flow · Broker Cockpit — side-by-side.
ExplorationsOpen →
02 · BROKER OS · PRODUCT

The application · 11 screens.

DENSE OPERATOR COCKPIT
FLAGSHIP · PRODUCT

Command Center + Deal Workspace

Home dashboard with 6 live KPIs · full deal view with animated FUNDED moment (click Mark as funded).

Command Center → Deal Workspace →
14 · PRODUCT

Pipeline · Kanban

Full 7-stage board · 12 deals · health indicators · filters · summary bar.
Kanban viewOpen →
15 · PRODUCT

Analytics dashboard

Funded volume hero · funnel · weekly bars · industry donut · cohort · rep leaderboard · source funnel.
Live dataOpen →
16 · PRODUCT

Lender directory

Split view · 32 lenders · Nexlink Capital detail with 4-product mix + activity table.
PerformanceOpen →
17 · PRODUCT

Applicants CRM

184 applicants · credit tier · health bars · stage · full filter row.
Table viewOpen →
18 · REVENUE

Commissions

$18.4K hero · 12-mo bars · ledger · team splits · affiliate payouts.
PayoutsOpen →
19 · PRODUCT

Documents

4-stat strip · deal list · 8-doc grid with realistic thumbnails.
OCR verifiedOpen →
20 · PRODUCT

Offer inbox

Inbox + full compare table · 3 lenders · AI recommendation.
CompareOpen →
21 · REVENUE

Affiliates

Referral link hero · 8-affiliate leaderboard · payout preview.
18 activeOpen →
22 · PRODUCT

Automations builder

Trigger → 2 conditions → 3 actions flow · 8 automation list · run history.
Flow builderOpen →
23 · PRODUCT

Settings

Team roles · 9 integrations · plan & usage cards.
Full configOpen →
03 · DESIGN SYSTEM

Component library · 137 pieces.

ONE SOURCE OF TRUTH
24 · DOCUMENTATION

Complete component library

60 color tokens · 18 type steps · 6 elevation levels · 5 motion durations · 16 core icons · buttons · chips · forms · metrics · charts · avatars · alerts · toasts · progress · skeletons · empty states · command palette · tooltips · plus 14 fintech-domain components (deal card, credit dial, lender match, offer compare, timeline, AI panel, commission card, pipeline column, document checklist, and more).
137 componentsOpen the docs →
04 · FUNDING MACHINE ONE™ · ENGINEERING SPEC

The proprietary Cloudflare-first operating system.

15 pages of engineering spec — architecture, data model, API, events, workflows, AI agents, security, compliance, migration, roadmap, milestones, HLP Capital Signal Graph™. Attribution: Rick Jefferson & Chekelah Phelps · HLP Credit Solutions.

15 SPEC PAGES · v1.0
FLAGSHIP · SPEC

Funding Machine ONE™ · Overview

Mission · 20 objectives · 15 architecture principles · 7 domain namespaces · strategic technical moat.

Open spec →
25 · CLOUDFLARE

Architecture

7-tier topology · service responsibility map · 10 tenant isolation rules · monorepo · 44+ workers.
Cloudflare-firstOpen →
26 · DATA

Data model · 150+ tables

21 domains · canonical business graph · identity + CRM + credit + banking + underwriting + fundability + lender IG + partners + AI + compliance.
21 domainsOpen →
27 · API

API · 40+ endpoints

12 groups · OpenAPI 3.1 · idempotency contract · error taxonomy.
v1Open →
28 · EVENTS

Event catalog

60+ versioned domain events · envelope · correlation-first.
60+ eventsOpen →
29 · FM FLOW™

Workflows

36 node types · funding + document + requal flows · Cloudflare Workflows.
Visual builderOpen →
30 · AI

AI agents · 50+

12 departments · 6 authority levels (A0–A5) · 13 guardrails · orchestrator pattern · deal-specific rooms.
Bounded authorityOpen →
31 · SECURITY

Security · zero-trust

5-tier classification · encryption · 16 audited actions · SSN 3-part pattern.
Zero-trustOpen →
32 · COMPLIANCE

Compliance engine

Consent ledger · 6-gate suppression · claims engine · 23 immutable tables.
Consent-firstOpen →
33 · MIGRATION

GHL + Zoho migration · no big-bang

13-step reconciliation-gated pipeline · 29 entity classes · 12 quality gates · non-destructive mandate.
Dual-run · reversibleOpen →
34 · ROADMAP

14 phases · 12 sprints

Audit → foundation → CRM → comms → intake → credit/UW preservation → funding → workflow → billing → partners → marketing → AI departments → verticals → cutover.
Delivery planOpen →
35 · MILESTONES

Acceptance tests

4 real-world proofs · operator · partner · processor · AI copilot · 19-box DoD.
Proof-drivenOpen →
36 · SIGNAL GRAPH™

HLP Capital Signal Graph™

10 verticals feed one capital-intelligence layer · canonical signal shape · 7 inputs · 5 outcomes.
Moat layerOpen →
37 · OBSERVABILITY

SLOs + telemetry

10 SLO targets · 16 signals · 6-ID correlation · test pyramid · 11 queues.
ReliabilityOpen →
38 · ATTRIBUTION

Credits — Rick Jefferson · Chekelah Phelps

Principal creators/developers · HLP Credit Solutions owns architecture & IP · Prepared for Leo Kanell & Funding Machine.
Founder attributionOpen →
05 · FM LIVE 2027 CAMPAIGN

The retainer piece · Feb 25–28.

6 CAMPAIGN PIECES
FLAGSHIP · CAMPAIGN

Campaign hub · Kickoff Sep 14

5-act 21-week strategy · daily creative grids · 9 asset templates · 13-row delivery matrix. This is the plan.

Open FM Live campaign →
26 · FM LIVE

Speakers · 15 operators

Leo keynote + 12 session speakers · portraits · talks · rooms · timeslots.
Full lineupOpen →
27 · FM LIVE

4-day agenda

32 sessions · keynote highlighted · workshops · panels · dinners · awards evening.
Feb 25–28Open →
28 · FOUNDER

Leo Kanell brand kit

Voice pillars · quote templates · speaker cards · palette · 3 bio lengths · media kit · do/don't rules.
Personal brandOpen →
29 · SALES

Pitch deck + ROI framework

9-slide pitch deck · 1-page leave-behind · ROI calculator showing 124× return.
Closer toolOpen →
05 · CREATIVE KITS

Ready-to-post · every channel.

3 FULL KITS
30 · CREATIVE

Social kit

20+ finished assets across 1:1 · 4:5 · 9:16 · 16:9. LinkedIn, IG, X, TikTok ready.
20+ postsOpen →
31 · CREATIVE

Email kit

6 pixel-perfect email templates: welcome · launch · funded · demo followup · digest · FM Live announce.
6 templatesOpen →
32 · CREATIVE

Ad kit

4 campaigns · 5 aspect ratios · Meta, TikTok, LinkedIn, YouTube ready. Broker Smarter · Keep 100% · 60s UW · Velocity.
4 campaignsOpen →
06 · PRINCIPLES

How this was built.

4 NON-NEGOTIABLES
01 · TOKENS

One CSS file rules them all

Every color, radius, motion duration, elevation, and type step is a variable. Zero magic numbers. 32 pages, one source.

02 · DENSITY

Density > whitespace

Marketing breathes. The Broker OS doesn't — it's Bloomberg for funding. Density earns respect from the operator who lives here 10 hours a day.

03 · MOTION

Motion earns its keep

Every animation orients, explains, confirms, or rewards. The FUNDED moment is choreographed because winning is a moment. Everything else stays out of the way.

04 · TRUTH

No fake claims

Unverified numbers marked [VALIDATION REQUIRED]. Real testimonial names only. AI never portrayed as magic — always with inputs, rationale, and confidence.