Meetings (2)
Apr 20 10:31AM
Mar 28 11:19AM
Decisions (8)
Apr 28, 2026
Manual data backfill approach approved
Agreed that Anton will provide an Excel spreadsheet of the secondary brokerage table structure so the team can manually ...
Apr 28, 2026
Go live with brokerage name and license number only
Decided to launch with just brokerage name and brokerage license number fields, deferring the brokerage address capture ...
Apr 28, 2026
System Validation Logic Changed from Email to License Number
Confirmed that the system validation logic was removed from email-based checking and is now using license number plus st...
Apr 28, 2026
Pause Address Display Requirements Discussion
Decided to pause the discussion on improving the admin portal address display logic (showing office vs. home addresses) ...
Apr 28, 2026
Inform user to sign up before login
Decided to inform the user that she needs to sign up first before attempting to sign in, as the login error message ('mo...
Apr 28, 2026
Contact user directly for clarification
Decided to call the user to find out whether she believes she has already signed up or if someone signed up for her, to ...
Apr 28, 2026
Contact user directly to investigate issue
Agreed to call the user to find out more details about her signup/login issue, as there's a possibility someone else may...
Apr 28, 2026
Inform user to sign up before login
Decided to inform the user that she needs to sign up first before attempting to sign in, as the login error message only...
Action Items (20)
Apr 28, 2026
Document all guardrails and business rules
open · View Meeting
Apr 28, 2026
Determine roster table structure: single vs. dual table approach
open · View Meeting
Apr 28, 2026
Brief Lynette on finalized data architecture decisions
open · View Meeting
Apr 28, 2026
Investigate brokerage address change impact on duplicate records
open · View Meeting
Apr 28, 2026
Verify phone number duplicate prevention guardrail is working
open · View Meeting
Apr 28, 2026
Schedule file upload requirements session
open · View Meeting
Apr 28, 2026
Schedule mirror board meeting for Monday at 6 AM
open · View Meeting
Apr 28, 2026
Conduct requirements session Monday at 6 AM for data integrity and merge capability
open · View Meeting
Apr 28, 2026
Share duplicate data cleanup list with team
open · View Meeting
Apr 28, 2026
Review duplicate records and determine merge vs. guardrail issues
open · View Meeting
Apr 28, 2026
Investigate orange-flagged duplicate records
open · View Meeting
Apr 28, 2026
Develop merge capability for duplicate user records
open · View Meeting
Apr 28, 2026
Compile one-to-many profile requirements documentation
pending_review · View Meeting
Apr 28, 2026
Prepare updated multi-state license requirements document
pending_review · View Meeting
Apr 28, 2026
Schedule follow-up meeting for multi-state license solution
pending_review · View Meeting
Apr 28, 2026
Build brokerage editor and visibility editor in admin panel
done · View Meeting
Apr 28, 2026
Implement brokerage license validation and update process
done · View Meeting
Apr 28, 2026
Remove state licensing restriction on opportunity visibility
done · View Meeting
Apr 28, 2026
Research state license law nuances for multi-state jurisdictions
pending_review · View Meeting
Apr 28, 2026
Design multi-state license and brokerage visibility solution
pending_review · View Meeting