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DEAL-00901 · Sophie Lim mortgage prequalification
Vertical: Mortgage & Lending · stage: H1 · Referrer intent
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Back to pipeline
Gross value
Settled amount
Commission
20% chain integrity · seed
Current stage
H1
H1 · Referrer intent
Expected close
2026-07-15
Created 2026-06-24

4-handshake chain

H1·Intent
2026-06-24 14:00
H2·Ack
H3a·Intake
H3b·Settled
H4·Outcome

Chain integrity: 20% · 5 events, 4 handshakes · source-of-truth: receipt_events table (migration 0005)

Referrer

John Tao

MEMBER · MFAA NSW

Partner

Hugo Schmidt

PARTNER · ACL #483921

Customer

Sophie Lim

CUSTOMER · [email protected]

Trust artefact Flip360 USP

Chain integrity
20%
1 of 5 handshake events signed
Commission events
0
No engine triggers yet
In progress
Court-ready when chain = 100% and engine has fired

Live commission ledger engine-truth

Seed deal — ledger preview only. Advance to trigger engine writes.

Tasks (1 open) New task

Approve Marcus Webb engagement docs
Sarah Chen referral — strong fit, KPMG move
URGENT 13d overdue

Stage history (audit trail)

StageTimestamp
H1 · Referrer intent2026-06-24T14:00:00+10:00

Advance the handshake chain

Current stage
H1 · Referrer intent
Next stage
H2 · Customer ack

Advancing the stage signs a new event into the chain audit trail and updates chain integrity %.

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Add note / log activity

Deal activity

NOTE Marcus Webb prospect note
2026-06-22 09:00
Inbound from Sarah Chen referral. Currently with KPMG, considering boutique move. Interested in 3-vertical bundle. Follow-up Tue.
CALL Marcus Webb intro call
2026-06-24 10:00
First call. Strong fit. Sending engagement docs.
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