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.

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

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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

Open1031 — Product Surfaces

Take the guided demo

Exchanger

QI Operations Console

QI Hub & Platform Ops

Automation & Ops

Comparison walkthrough

Design explorations & QI tools

Admin surfaces

Stewart pilot

Hub sections

Mobile screens

Flows & data maps

Marketing

Design system