0
Open files
0
Deadlines on the board
0
With servicer / negotiating
0
Approvals pending
Today
Open files
| File | Servicer | Phase | Next action |
|---|
This is the shared workspace: every change is saved to the server, so Scott and his staff are looking at the same live files. The board re-syncs itself about every ninety seconds (and any time you tap ↻ Refresh). Files marked SAMPLE are demonstration files seeded so the workflow can be exercised end to end. No servicer or Equator logins are stored in this program — ever.
File
File items — approvals pipeline
Back-and-forth log — offers, counters, servicer requests
Deadline engine — counted from intake (Day 1)
File details
Gate B — FHA Pre-Foreclosure Sale (ML 2025-12)
Gate A — approval letter · Closing
File status
Scott's approvals queue
With Scott — status of your drafts
The guardrail, built in: nothing is submitted, scheduled, or sent until it clears this queue. Approve it here and the file advances; send it back and it returns to drafting with your note.
Everything you prepare comes here while it waits for Scott. You see the status live — no asking, no guessing. When Scott approves, the file advances on your dashboard automatically; if he sends it back, it returns to your queue with his note.
Open a file
Answer the prompts; the file and its working checklist build themselves along the way. Savage pipeline files only (Christopher Scott Realty Group, Georgia).
File opened — working checklist generated
The file is saved to the shared workspace. Next action: complete the intake checklist — the § 108 insolvency worksheet and the seller's own-CPA flag are part of it.
Step 1 of 3 — Seller & property
Users & access — admin (Scott only)
Ownership doctrine: this program belongs to Scott Mills personally and is operated for GSH Attorneys. Scott is the sole admin — every staff account is issued by Scott and revocable by Scott alone. Revoking an account here blocks that person at the workspace API immediately. Sign-in itself runs through Cloudflare Access (email PIN), so a staff email must also be added to the Access policy in Scott's Cloudflare dashboard before the gate will let them in. System email will be sent only from an address Scott owns.
| Name | Email (sign-in) | Role | Status |
|---|
Add a staff user
There are no passwords to hand out — staff sign in with the Cloudflare Access email PIN sent to this address. Staff accounts are worker accounts: they prepare everything and release nothing. Scott remains the only admin.
Workspace data — Scott's copy
Everything in the shared workspace — every file, document, gate record, roster entry, and the activity trail — exports as one JSON file. It is your program and your data; take a copy whenever you like.