System map

Flow

 cleveroffers.com funnel ──▶ contact-ingress (exists) ──▶ Offers Core: Lead
                                                              │
   Concierge ── phone ──▶ Call sheet: validate facts, upgrades, repairs, timeline, reason
                                                              │  SLA clock starts
   Core Matching (exists) ──▶ Advisor assigned [A21] ──▶ Advisor Package: photos + CMA
                                                              │  package READY
   Core: Match (buy boxes, explainable) ──▶ Campaign ──▶ Sends (email/SMS, tokenized links, retries)
                                                              │
   Investors ──▶ Response: pass | interested(walkthrough) | indicative | firm(+POF)
                                                              │  deadline / auto-extend
   Advisor ──▶ Comparison: firm + indicative offers vs. list-and-sell estimate ──▶ presents to seller
                                                              │
   Seller decides ──▶ Transaction state machine ──▶ HubSpot mirror ──▶ fee legs + cross-sell events
                                                              (buy-side agent, financing → LO Portal)

Boundaries

System	Role	Direction	Notes
Offers Core	System of record	n/a	Investor, buy box, property, call sheet, package, campaign, send, response/offer, presentation, transaction.
Core Lead Ingestion	System of record for lead identity	In	Offers Core stores its deduplication_id and external lead id.
Core Matching / Agent Portal	Assigns the Advisor [A21]	In and out	Offers Core stores the assignment and exposes package and comparison views to embed later.
HubSpot	Human CRM	Out	Core pushes stage and key facts via outbox; never reads business state back.
Communications	Email and SMS delivery	Out	Existing service or SES/Twilio behind one adapter interface.
Loan Officer Portal	Financing referrals	Out	Receives a financing_referral_requested event; nothing else crosses in v1.
Investor web	Investor responses	In	v1 is a private link page, no login.

Runtime components

Component	Role	Health
db	Postgres 16	Compose healthcheck (pg_isready)
web	Django app server	/healthz
worker	Background sends and jobs	No HTTP endpoint; healthcheck disabled in Compose