Quick Reference
Navigation
Operator Navigation
| Destination | Path |
|---|---|
| Dashboard | Left sidebar > Dashboard |
| Contacts (CRM) | Left sidebar > Contacts |
| Deals pipeline | Left sidebar > Deals |
| Loan tracker | Left sidebar > Loans |
| Documents | Left sidebar > Documents |
| Communication | Left sidebar > Communication |
| AI Command Center | Left sidebar > AI |
| Tasks | Left sidebar > Tasks |
| Team & billing settings | Top-right avatar > Settings |
Investor Navigation
| Destination | Path |
|---|---|
| My investments | Top nav > Investments |
| Documents | Top nav > Documents |
| Profile & notifications | Top-right avatar > Profile |
Keyboard Shortcuts
| Action | Shortcut |
|---|---|
| Search / command palette | Ctrl+K / Cmd+K |
| Create new contact | C then N (on Contacts page) |
| Create new deal | D then N (on Deals page) |
| Open AI Command |