Deals & Desking

Modern digital pencil with AI gross protection, lender routing, and scenario comparison.

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This module is part of the ShiftPilot AI roadmap. The shell, data model, and AI agent framework are in place — the full workspace is being polished now.

Drag-and-drop deal builder with payment grid

AI Desking Agent that protects front gross

Lender pathing based on credit tier and bureau

Side-by-side scenario comparison

Digital pencil + manager approval workflow

Funding board with stip tracking

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