Audit first — never blind rebuild. Foundation, then proprietary CRM, then communications, then application layer, then credit + underwriting (preserved before replaced), then funding intelligence. AI departments deploy in sequence after every ground surface is real.
Phase 0 audits everything. Phases 1–2 build foundation + CRM. Phases 3–6 preserve + rebuild the core funding lifecycle. Phases 7–10 layer marketing + billing + partners. Phase 11 deploys the agent departments. Phase 12 adds HLP vertical intelligence. Phases 13 is the controlled cutover.
The first three months of concrete engineering. Each sprint has explicit deliverables, exit criteria, and DoD. Sprints ship in staging every Friday.
repo · service map · auth · tenant context · DB · migrations · audit · CI/CD · staging
contact · business · ownership · tags · custom fields · search
pipelines · stages · opportunities · tasks · timeline · dashboard
branded intake · state · consent · adaptive questions · file upload
R2 · document requests · classification · checklist · signed URLs · audit
credit auth · results · UW wrapper · explainability · preservation · tests
products · lenders · criteria · matching · funding plan
SMS · email · inbox · calls · timeline logging
triggers · conditions · actions · wait · messages · tasks · stage change · webhook · logs
submission · status · condition tracking · offers · presentation · funded event
invoice · payment · AR · collection reminders · revenue ledger
Funding Copilot · Credit Analyst · Document Agent · AI audit · tool authz · AI Gateway · Vectorize · human approval
Cloudflare Workers versioning + gradual deployments + rollbacks built in. Migration dry-runs before every schema change. Zero features shipped without full contract tests + security scans.