← Stephanie Owen Portfolio demo · runs in your browser, nothing is saved
Transfer Lifecycle

From committed deal to funded account

This is a rebuild of the transfer tools I designed and ran: an intake → submitted → funded board with readiness gates, validation against each outside firm's rules, firm playbooks, fee rules, two-way CRM deal sync, a close-out that checks everything arrived, and the client forms that go with them. Click around: every action updates the rest of the module.

Built inside our firm's operating systemSample data: every client, firm and number is made up