Start Here
Priority issues to fix and the implementation roadmap to address them
Detailed Findings Report
18 prioritized issues across 4 tiers: Security Emergencies, Critical Blockers, Dependent Fixes, and Technical Debt. Includes effort estimates, dependency mapping, and risk assessment. Fix these BEFORE stacking new systems.
the Brokerage Engagement Playbook
Complete engagement roadmap from QWave Labs: findings, Platform v2.0 vision, AI-native approach, and 30-day action plan.
the Brokerage CRM Audit
Comprehensive analysis of Monday.com CRM, WordPress integrations, and connected systems
Core Reports
Executive Report
Main decision-support document with issues identified, root cause analysis, 3 solution paths with pros/cons, and prioritized action items.
Architecture Map
Visual representation of board connections, external system integrations, and data flow. Interactive diagram showing what's working vs broken.
Schema Reference
Detailed board and column documentation with 175+ columns. Includes SQL type mapping and Database Blueprint for potential migration.
Visual Diagrams
Integration Map
Visual SVG diagrams of board relationships, webhook endpoints, and integration health metrics. Interactive status indicators with color-coded severity.
Data Flow Analysis
Visual flowcharts showing lead intake, NDA processing, and cross-board data movement. Highlights bottlenecks and manual process points.
Integration & Security Issues
Key Findings
- 90 of 177 Buyers CRM automations broken or in error state (51%)
- 3 critical security vulnerabilities (hardcoded API key, weak encoding, debug mode)
- 424 NDA crashes traced to line 205 in class.sae-monday.php
- Zapier pipeline: 6 bugs found, 2 critical with data loss
Strategic Planning
Architecture Recommendations
Future-state technology roadmap: RAG chatbot, omnichannel comms, automated follow-ups, lead scoring, and CRM-agnostic integration architecture.
Competitive Landscape
How leading brokerages leverage enterprise technology to win deals faster. Analysis of the "No-Code Ceiling" and why the Brokerage's current stack creates friction.
Reference Materials
Database documentation for deep-dive analysis
Database Blueprint
Reference PostgreSQL schema showing how the firm's Monday.com CRM would look as a proper relational database. Demonstrates how current limitations (interconnected items, workaround columns) would be eliminated.