Integrations
Status + required verification per system. We never assume an API capability without verifying it (PRD §22.3).
Loan files, borrowers, milestones, funded/funnel data
Verify: Can it create loan files? Write 1003 fields? Read-only on our plan? 100-loan pagination strategy?
Primary lender portal + underwriting conditions
Verify: Conditions API vs email/portal/PDF only
Voice agent, calls, recordings
Verify: Export/webhooks, recording retention, call-event schema
SMS / A2P
Verify: Message-event schema, consent mapping, cost monitoring
Primary lead source
Verify: Lead payload shape, consent fields, campaign IDs
DM intake + consent
Verify: Export/API path; consent log retention
Interim CRM (leads/contacts/nurture) — Hub crm module replaces it (Phase 2)
Verify: Clean CRM export/migration path out of FUB (PRD §25.2); contact/deal/stage schema
Comp & financial actuals
Verify: Data access, accounting object mapping
Meta spend & growth reporting
Verify: Connector setup, freshness, schema
Shared business calls
Verify: Shared-line privacy; what can safely route/sync
Business email
Verify: Which mailbox/inbox to connect first
Recruiting source
Verify: Export path (manual likely)