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PROOF

Systems built around the work.

Focused automation and custom systems across lending, field services, hospitality, and agency operations.

livePrivate lending

Loan Condition Review

A faster review workflow for recurring lending conditions.

Review time: 45 to 8 minutes. At 120 files per month, about 74 hours returned.
AI reviewWorkflow automationHuman approval
liveFinancial services

Loan Origination Platform

One operating system for a fragmented lending process.

Replaced spreadsheet and inbox handoffs with one controlled origination workflow.
Custom appCRMCompliance workflows
liveHome services

Dryer Vent Field Operations

Scheduling, field updates, and follow-up in one flow.

Clearer handoffs from booked job through completed service and follow-up.
SchedulingCRM automationCustomer messaging
liveHospitality

Juu Roku Coffee House POS

A purpose-built point-of-sale workflow for café operations.

A simpler operating surface shaped around the café instead of a generic template.
Custom POSWeb appOperations
liveAgencies

Agency Client Systems

The operational foundation behind repeatable client delivery.

A connected client operating system from lead intake through delivery and retention.
GoHighLevelAutomationClient portals

Useful systems for work that should not stay manual.

© 2026 Dan Iman