Resources · Catalogues
Both stacks, module by module.
Two catalogues, one engine. Each covers every module of its stack — what it does, who it is for, and what it replaces — plus the platform underneath, integration, security, and the 14-day proof of concept. Integration is stated plainly in both: the stack connects to the systems you already run, including your CRM where you require it — arranged during the POC and deployment — and works standalone if you run none.
Catalogue · Operations Stack
Operations Stack — Catalogue
For manufacturers and distributors. Six modules, in stack order:
- Product, Market & Customer Analysis — Reads your catalogue, order history and market: what you sell, who buys it, on what cycle, at what margin — then sequences the rest of the stack around the demand that actually exists, refreshing as orders flow.
- Purchase Order Chase & Tracking — Chases every open PO over plain email on a set cadence, reads replies back onto the shared record, and keeps confirmation state live — so every order has a date, or a visible reason it doesn't.
- Invoice Checking & 3-Way Match — Checks every supplier invoice three ways — against the purchase order and the goods receipt. Clean matches clear forward for approval; price variances and short deliveries stop and wait for a named human.
- Stock Alerts & Reorder — Watches on-hand levels against reorder points with lead time and safety stock already in the number. Demand forecasting ships inside this module — never sold on its own. Alerts fire at the point, not after the stockout.
- Quotes & Follow-Up — Drafts quotes from the live price and stock record in 60–90 seconds — against 15–45 minutes by hand — and schedules the follow-up the moment the quote is sent, stopping when the customer replies.
- “Where Is My Order?” Answers — Answers order-status questions instantly from the shared record — the question that makes up roughly 18–50% of support tickets — while your team sees the conversation, not a ticket queue.
Catalogue · Lender Edition
Lender Edition — Catalogue
For MICs and private lenders. Six modules, mirroring the operations engine:
- Product, Market & Borrower Analysis — Reads your rate sheet, terms and appetite against the borrower market around you: which products have real demand, in which segments, at which price — so capital is aimed before it is marketed.
- Broker & Borrower Targeting — Builds the ranked outreach list — the brokers whose deal flow matches your products, and the borrower segments the analysis says to pursue — targeted, tracked, and followed up automatically.
- Application Intake & Document Chase — Applications land structured and the chase begins immediately: one consolidated list to the broker, reminders on a cadence, documents checked off the shared record as they arrive.
- Deal Packaging for Underwriting — When the file is complete, assembles it the way your underwriters want it: documents ordered, gaps flagged, summary written. Underwriting time goes to the decision, not the assembly.
- Maturity & Renewal Watch — Tracks every maturity on the book months out. Renewal outreach starts early, with the borrower's current picture attached.
- Borrower & Broker Status Answers — "Where is my file?" answered instantly from the record, in your words — for borrowers and brokers alike. Your team keeps the relationship; the bot keeps the queue empty.