Private team workspace
Confidential work belongs behind the team door.
The public site should feel warm and simple. Client records, audit tools, notes, reports, and follow-through belong in protected access for the Granny D Solutions team.
Track who needs help, what path they are on, and what deadline matters first.
Keep uploads, payment histories, notes, and sensitive details out of public forms.
Use the Bayou-style audit tool only after the private access boundary is in place.
Turn complex records into clearer next-step notes, summaries, and team follow-through.
Safe public-private boundary
What can stay public?
- General service explanations
- Helpful resource links
- Start Here routing language
- Public contact form without private records
Keep behind access
What belongs here?
- Client names and contact notes
- Mortgage files and payment histories
- Audit dashboards and generated reports
- Any private case follow-up
Recommended setup
Protect the page first. Add tools second.
Once the page is password-protected or member-only, add the private audit app package, internal links, or team instructions below this section.
Sample ledger rows
Structured but Confusing Data !?!?
Our app will translate this data into REAL language.
| Date | Code Description (Code) | Amount | Principal | Interest | Escrow | Running Balance |
|---|---|---|---|---|---|---|
| 06/01/2024 | Loan Boarding (OPEN) | $0.00 | $0.00 | $0.00 | $0.00 | $246,800.00 |
| 07/01/2024 | Regular Payment (PMT) | $1,486.42 | $286.10 | $768.32 | $432.00 | $246,513.90 |
| 11/01/2024 | No Payment Posted (MISSED) | $0.00 | $0.00 | $0.00 | $0.00 | $246,268.71 |
| 12/02/2024 | Two-Month Catch-Up Payment (CATCHUP) | $2,972.84 | $286.35 | $1,822.49 | $864.00 | $245,982.36 |
| 04/15/2025 | Escrow Analysis Adjustment (ESCROW) | $312.48 | $0.00 | $0.00 | $312.48 | $244,351.20 |
| 05/01/2026 | Regular Payment (PMT) | $1,582.77 | $351.02 | $747.40 | $484.35 | $239,980.18 |