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Submissions post here when LOs submit a loan for review. Must start with https://hooks.slack.com/.

Fallback for prospect notifications when an LO can't be matched. Per-LO email already routes automatically.

Scans every client and merges loans that share the same street address. Runs in dry-run mode first; click the second button to actually apply.

When a user is removed from the platform, run this to move all their clients, quotes, prospects, reminders, and loan applications to mike@slacapital.com (or another super-admin). Always click "Scan" first to see what would be moved.

Removes a user's profile blob so they stop appearing in dropdowns, the LO filter, and the activity table. Use this to clean up typo-emails (an LO created with the wrong address). The user must have NO owned data — run "Reassign" first if they do, or check "Force" to skip the safety check. This does NOT delete the Netlify Identity account itself — that must be done in the Netlify dashboard separately.

Review every question asked to the in-app LO Assistant chatbot, who asked it, and the bot's full response. Useful for spotting bad answers or training gaps.

Every client created or updated is synced to Brevo as a marketing contact. Configure BREVO_API_KEY in Netlify env vars. Leave BREVO_DRY_RUN unset (or set to true) for safe dry-run testing — only the literal value false enables live syncing. Optional BREVO_LIST_ID assigns contacts to a specific Brevo list.

When a loan reaches Approved with the borrower application complete, an entity, each guarantor, and the loan itself are pushed to Baseline (auto-fire ships in Phase 3 — for now the LO clicks "Send to Baseline" on Loan Details). Configure these env vars in Netlify:

• BASELINE_API_KEY — required.
• BASELINE_DRY_RUN — defaults to true. Set to the literal string false to enable real Baseline calls. Anything else (typos, "FALSE", unset) stays in dry-run as a fail-safe.
• BASELINE_ENABLED — optional kill switch. Set to 0 to disable all calls without unsetting the key.
• BASELINE_BASE_URL — defaults to https://production.baselinesoftware.com/production/api. Override only if Baseline gave you a different tenant URL.

On sync failure (live mode only) a Slack message is sent to the configured webhook. Field mapping is currently minimal (core fields only) — Phase 2.5 expands it once we have a real Baseline GET /borrower + GET /loan response to map custom fields against.

Term sheets and loan applications are signed via SLA Capital\u2019s built-in native e-signature flow. Signers get a unique tokenized link by email; their signatures are cryptographically sealed with the ESIGN_SEAL_SECRET env var. Email delivery uses Resend (RESEND_API_KEY). PandaDoc has been retired.