How Our For-Profit Professional Bank Works

Custom features specified from the business's actual workflow rather than a feature list, because the useful ones are rarely the ones asked for first. Multiple third-party integrations are built and tested individually, since they fail individually and a combined smoke test hides which connection broke. Forms use conditional logic so nobody is shown fields that do not apply. Sales follow-up steps are automated with explicit entry and exit rules, and every branch is exercised with seeded records before a real lead enters. Each release goes through a staging environment for review.