Settings

Changes apply immediately across the demo.

Budget and approvals

$4,280 committed so far.

Anything above this amount waits in the approval center.

Brand and voice

Compliance

Let recipients choose an alternative gift
Always confirm the shipping address before shipping
Referral incentives reviewed and approved by brokerage compliance

Recipient consent, opt-outs and gift-value caps are recorded for auditing. This prototype simulates those records; no real customer data is stored.

Team

  • Maya Thompsonmaya@mtrealty.exampleOwner
  • Ruth Alvarezruth@mtrealty.exampleTransaction coordinator
  • Chris Doylechris@mtrealty.exampleBuyer's agent

Suppliers

  • Northfield GoodsPreferred

    Home & candles

    98% delivered on time

  • Cedar Row MakersPreferred

    Kitchen & wood goods

    96% delivered on time

  • Alder Bakehouse

    Perishable food

    92% delivered on time

  • Fold & PressPreferred

    Print & cards

    99% delivered on time

Activity log

  • 2026-08-06Maya ThompsonApproved closing gift for Amara & Joel Boateng ($91.30)
  • 2026-08-01SystemAuto-approved holiday card batch (12 recipients, $132.00)
  • 2026-07-30Omar Haddad (recipient)Selected charitable donation instead of a physical gift
  • 2026-07-22Maya ThompsonRaised automatic approval threshold from $35 to $50
  • 2026-07-14Ruth AlvarezImported 6 customers from closing worksheet