Current surface set

Open1031 — Product Surfaces

Thirty-three surfaces across four audiences — the exchanger app, the QI Ops console, QI Hub & Platform Ops, and the automation layer. One token contract, light and dark, every card opens the full standalone mockup.

Take the guided demo

Every surface in one shell — switch persona, follow the curated walk-through, and jump anywhere with ⌘K.

What’s new · August 2026

The QI Operations Console wave — the coordinator’s complete console.

My Queue Exchange Workspace Open a New Exchange CRM Intake Queue Identity & AML Review Identifications & Deadlines Exchange Queue · Deadline Horizons Escrow & Banking Dashboard Builder Book of Business All 18 QI surfaces ↓

Exchanger

9 surfaces Current · Aug 2026

The consumer app — the canonical design language every console matches.

Exchanger Dashboard The canonical surface — variant-aware journey timeline, hub cards, Neela briefing, automation feed. surfaces/exchanger-dashboard.html Sale & Identification Hubs The exchanger’s first two hubs — relinquished sale intake and the 45-day identification window. surfaces/exchanger-hubs-sale-identification.html Purchase & Close-out Hubs Replacement purchase through the 180-day close and exchange wrap-up, from the exchanger’s side. surfaces/exchanger-hubs-purchase-close.html Reverse & Improvement Exchange Exchanger view of the parked-title exchange — EAT holding, construction draws, the 180-day exit. surfaces/exchanger-reverse-improvement.html Documents & E-Sign The exchanger’s document vault and signing ceremony — packages, signatures, audit trail. surfaces/exchanger-documents-esign.html KYC / Identity Verification Persona embed → document + selfie → OFAC SDN screen → QI clearance gate, with the failure branches. surfaces/kyc-flow.html Participants Exchange team roster — party rows, roles, invite flow, touchpoint timeline. surfaces/participants.html Hybrid Exchange QI Ops and the exchanger portal side by side across one bidirectional exchange. surfaces/hybrid-bidirectional-exchange.html Consumer Platform Five-tab consumer surface — the reference for marketplace, documents, profile and calculator. surfaces/consumer.html

QI Operations Console

17 surfaces New · Aug 2026

The officer’s console — intake through audit, at operational density.

My Queue Consolidated action surface — everything assigned to one officer, ordered by deadline pressure. surfaces/qi-my-queue.html CRM Intake Queue Inbound referrals from CRM sync — triage, de-dupe, accept into onboarding. surfaces/qi-intake-queue.html Open a New Exchange Manual intake wizard — parties, property, escrow and engagement in one guided pass. surfaces/qi-exchange-onboarding.html Exchange Workspace One exchange end to end — timeline, parties, money, documents and communications. surfaces/qi-exchange-workspace.html Identifications & Deadlines The audit story — 45/180-day clocks, identification rules, evidence chain. surfaces/qi-identifications-and-deadlines.html Exchange Queue · Deadline Horizons Forward-queue variant — disjoint deadline-horizon pills, identification clocks due today, navigation-only row actions (ADR-059). surfaces/qi-exchange-horizons.html Identity & AML Review Officer-side KYC — Persona results, OFAC screening detail, clear or escalate decisions. surfaces/qi-kyc-review.html Escrow & Banking One money surface — qualified escrow balances, wires and reconciliation. surfaces/qi-escrow-and-banking.html EAT / Parking & Construction Draws Parked-title arrangements and draw schedules for reverse and improvement exchanges. surfaces/qi-eat-parking-and-draws.html Disbursement Approval 2-of-N multi-party approval — proposer/approver separation, cooling-off, OFAC and CertifID checks. surfaces/disbursement-approval.html Audit & Compliance The system of record — append-only audit log, control evidence, exam exports. surfaces/qi-audit-and-compliance.html Book of Business The whole book at a glance — every exchange, filterable by stage, officer and risk. surfaces/qi-book-of-business.html Document Lineage & Templates Versions, templates and external storage — where every document came from. surfaces/qi-document-templates.html Custom Report Builder Composable reporting over the book — columns, filters, saved views, exports. surfaces/qi-report-builder.html Dashboard Builder Builder mode for the console dashboard — widget gallery, layout, drill-downs. surfaces/qi-dashboard-builder.html CRM Intake Settings CRM sync configuration — field mapping, intake rules, connection health. surfaces/qi-crm-sync-settings.html Growth & Configuration Marketplace, pipeline, branding and integrations for the QI office. surfaces/qi-growth-and-configuration.html QI Ops Pointer to the earlier QI Operations Console shell in the June set. surfaces/qi-admin.html

QI Hub & Platform Ops

6 surfaces Current · Sep 2026

The multi-office roll-up above the offices, and tier-0 platform operations.

Platform Operations Tier-0 console — tenant orgs, support sessions, feature flags, platform health. surfaces/platform-admin.html QI Hub Tier Two shapes, two boundaries — the multi-office roll-up that drills into an office console. surfaces/qi-hub-tier.html QI Hub Dashboard Builder Builder mode for the multi-office roll-up — cross-office KPIs and chart series. surfaces/qi-hub-dashboard-builder.html Neela Embed Widget States Every frame-document state — launcher, greeting, privacy interstitial, conversation, funnel exits, both degraded states, mobile — with the four disclosures mapped. The visitor half of the embed pair; configured by the Website Embed Console. surfaces/neela-embed-widget.html Website Embed Console QI Hub › Website Embed — key show-once + rotation overlap, origin validation and test states, enumerated tone presets, mode fallback, usage near its cap. The admin half of the embed pair; configures the Neela Embed Widget States. surfaces/qi-hub-embed-console.html Workflows & Integrations QI Hub › Configuration — per-workflow enablement with "set by Open1031 / set by your firm" provenance, mandatory rows with their reason, a settings drawer with platform default vs firm override and read-only run history, the CRM intake setup half (show-once secret, 24h rotation, field mapping), e-sign / bank feed / storage / title rows, and the BYO-Vectr election as a request. All five states (ADR-053). surfaces/qi-hub-workflows.html

Automation & Ops

4 surfaces Current · Aug 2026

The Vectr workflow layer, routing rules and the shared state gallery.

Workflow Management The Vectr workflow inventory — run state, retries and dead-letter queues by category. surfaces/vectr-ops.html Reverse Exchange Automation Map Every workflow behind a reverse exchange, mapped to its tab and trigger. surfaces/reverse-automation.html Notification Routing Event × channel × audience matrix with the opt-in ledger. surfaces/notification-routing.html States Gallery Empty, loading and error states across the whole surface set. surfaces/states-gallery.html

June archive — superseded explorations comparison walkthrough · hub sections · mobile · flows · marketing

The June comparison/redesign gallery this index used to lead with. Kept in full for reference only — the surface set above is the current design, and anything here that overlaps it has been superseded.

Guided walkthrough — current vs. redesigned, side by side

Comparison walkthrough

Consumer Dashboard Dashboard — Reverse Dashboard — Improvement Dashboard — Simultaneous Dashboard Header A Dashboard Header B Web App Prototype Marketplace Marketplace Editor Document Vault Exchange Package — Shared by Your QI

Design explorations & QI tools

Integrations QI Document Builder Exchange Package Builder (QI Ops) Reports & Filings Marketplace Offering Detail Marketplace — Tombstone Grid Marketplace Versioning Neela Chat Orb Neela Mascot Materials / Glass

Admin surfaces

QI Operations Console QI Queues at Volume Platform Ops White-Label Demo White-Label Configurator

Stewart pilot

Parking / EAT Hub Coordinator Mode Counterparty OFAC Screening Exchange Variant Reference

Hub sections

Sales Hub Identification Hub Escrow Hub Purchase Hub Disbursement Hub IRS Hub Reverse Hub Hub Composite (all 7) ID Hub Redesign (legacy)

Mobile screens

Mobile Dashboard Mobile Hub Mobile Neela Mobile Add Property Mobile E-Sign Mobile App Prototype Mobile Onboarding Mobile Marketplace

Flows & data maps

Forward Exchange Flow Reverse Exchange Flow Simultaneous Exchange Flow Improvement / Construction Flow DST Exchange Flow Failed Exchange Flow Data Persistence Map Exchange Event Bus

Marketing

Marketing Sub-Index Home How It Works Exchange Types Reverse Exchange Trust & Compliance Neela Mobile Home Mobile App Preview

Design system

Style Guide Branding Guide