‹ Suite  ·  📊 Presentation Audit Library

📊 Presentation Audit Library

Every presentation sent — auto-logged from the Arive Pricer, or paste a URL to import a past one. Click any row to audit.

How the Presentation Audit Library works

  1. Auto-logs: Every new presentation Terrance generates in the Arive Pricer saves here automatically.
  2. Import a past one: Click + Import a Presentation to add someone not already in this list. Paste their URL — it pulls all the numbers instantly.
  3. Audit: Click any row. The Audit tab checks P&I math, LTV bracket (55/60/65/70/75/80%), rate range, DSCR, and cash figures.
  4. Ask the Copilot: Right inside the Audit tab — type a question and the AI answers in context using your saved rules.
  5. Presentation tab: See exactly what the client received, embedded. No new tab needed.
  6. Re-open & fix: Hit Re-open in Pricer to reload the numbers, adjust, regenerate — overwrites the same client URL.

📋 Copilot Rules & Guidelines

▾ Edit

🗄️ Legacy Fee Sheets

Old fee sheets from before this system — grouped by the name in the filename, best guess only. Not yet linked to a real client record, so they don't show in the list below yet. Link a group to a contact to make it permanent — after that it'll show up grouped with that client's other quotes above.

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