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Coordinated AI OS

Command Center

Role-gated intelligence console tracking GCI revenue, AML compliance, and listing checklist pipelines.

MA
Active Persona

Michael Sterling

Agency Principal & Director

Oversees agency revenue, goal tracking, rent roll cashflow reconciliation, and office audits.

Guided Demo Tour: Agency Principal & Director Walkthrough

Active Demo Simulation Layer

Click the action chips below to step through this persona's coordinated live system workflows:

Verify network-wide branch offices, tracking Gross Commission Income (GCI) and compliance standing.

Run a simulated independent branch compliance audit on the Toorak office card to evaluate branch standing.

Evaluate agent milestones. Switch the dashboard to David Kim to review his Q2 pipeline targets.

Balance rental trust deposit accounts and process trust disbursements.

Clickable Specialist AI Concierges

Role Operations Hub

NETWORK YTD GCI
$8.10M+12% vs prior year
ACTIVE PORTFOLIO
48 listingsacross 6 branches
NETWORK AVG DOM
19 daysBenchmark: 25 days
COMPLIANCE RATING
96.4%Independent auditor certified

Office Network Performance

Office BranchPrincipalYTD GCIActive ListingsComplianceAvg DOMIndependent Audit
BrightonMichael Sterling$184,0001298%15 days
BrunswickDavid Kim$85,000894%22 days
South YarraRachel Chen$245,0001599%16 days
RichmondJane Watson$162,0001196%28 days
CarltonDavid Kim$112,000997%19 days
CollingwoodRachel Chen$135,0001095%34 days
HawthornMichael Sterling$198,0001498%24 days
KewMichael Sterling$172,0001297%41 days
Port MelbourneJane Watson$98,000794%18 days
PrahranRachel Chen$210,0001398%31 days
AbbotsfordJane Watson$74,000693%26 days
FitzroyDavid Kim$155,0001197%23 days
St KildaJane Watson$168,0001278%52 days
EssendonDavid Kim$92,000895%37 days
CamberwellJane Watson$148,0001096%14 days

Performance & Compliance Vitals

High-fidelity telemetry capturing profitability metrics, wealth distribution, program health, and multi-channel cash flow.

Profitability Metrics

Profitability Metrics

Terracotta clay theme showing office profit margins and target progressions.

Network Wealth

Network Wealth

Deep forest green theme capturing asset valuation and investment pools.

Compliance Health Score

Compliance Health Score

Compliance purple/teal theme displaying donut charts for program integrity.

Multi-Channel Cash Flow

Multi-Channel Cash Flow

Marketing coral/peach theme mapping monthly organic revenue and acquisition waves.

Workflow Timeline

AML Matter Progress: Martinez Group Ltd

Property: 1506/68 La Trobe Street, Melbourne · Matter ID: AML-2026-048

Current Active Stage7/14: CDD Vetting Approval
✓
Intake
Customer Intake
✓
DVS
DVS ID Verification
✓
KYB
KYB Trust/Entity Check
✓
Owner
Beneficial Owners Map
✓
PEP
PEP & Sanctions Screen
✓
Risk
Risk Assessment Matrix
7
Approv
CDD Vetting Approval
8
EDD
Enhanced Due Diligence
9
Monit
Ongoing CDD Monitoring
10
Screen
Transaction Screening
11
SMR
SMR Vetting & Draft
12
Report
AUSTRAC Reporting
13
Retent
7-Yr Record Retention
14
Audit
Independent Audit Ready
Assigned Staff

Jane Watson

Responsible for document gathering and client communication.

Vetting Due Date

28 Jun 2026

On schedule. No regulatory friction detected.
Operational Controls