Seller Connect Engine - screen inventory, nav integration, layout patterns
Seller journey
Email capture
Pre-gate entry
→
3-gate intake
Progressive form
→
Screening
Text or voice
→
Completion
Magic link sent
→
Status page
Track progress
↓ Handoff: scoring + TL;DR generation ↓
Seller completes screening. Engine scores, generates anonymised TL;DR, matches to 2-3 brokers. Seller identity stays masked until broker accepts.
Engine core (automated)
Scoring V1
Rules-based
→
TL;DR gen
Anonymised
→
Matching
2-3 brokers
→
Notification
Email + in-app
↓ Handoff: lead card delivered to broker ↓
Matched brokers receive anonymised lead card. They spend a credit to accept. Identity reveals. Masked relay provisions. Deal workspace creates on mandate.
Broker journey
Lead inbox
Matched leads
→
Lead detail
TL;DR + accept
→
Identity reveal
Credit spent
→
Communication
Masked relay
→
Deal workspace
eSign + vault
Admin observes everything
Exception queue
Quarantined leads
···
Match audit
Decision log
···
Credit log
Transactions
···
Metrics
Funnel + health
Seller wizard context
Full-screen overlay. No platform nav. Isolated conversion funnel. Same pattern as existing "Create a new deal" overlay.
Wizard flow (overlay, no nav)
Email capture
Single field
E2-S01
→
Gate 1
Industry, revenue, reason, timeline
E2-S01
→
Gate 2
Structure, location, employees, price
E2-S01
→
Gate 3
Sensitive (conditional)
E2-S01
Screening (still in overlay)
Mode toggle
Text or voice
E3-S03
→
Text screening
4-block progressive
E3-S01
or
Voice screening
Retell AI call
E3-S02
Completion + post-wizard (platform shell)
Wizard complete
Magic link auto-sent
E2-S05
→
Status page
Timeline card
E2-S07 (new)
if 2+
Submissions list
Multi-submission
E2-S08 (new)
Returning user status states
Submitted
Under review
Matched with broker
In conversation
Mandate signed
Broker platform context
Lives inside existing Resolve platform shell. New "Leads" item in top nav.
BOSS MODEDealsLeadsListings ▾Solutions ▾Search🔔 733●
Lead discovery + accept
Lead inbox
Card grid, filters
E4-S04
→
Lead detail
Full-screen overlay
E4-S04/S06
→
Accept / reject
Credit spent on accept
E5-S02/S03
Post-accept deal flow
Identity reveal
Name, contact, data
E5-S02
→
Masked calls
Twilio relay
E6-S02/S03
→
Agency agreement
DocuSign overlay
E7-S01/S02
→
Deal workspace
Tabbed hub
E7-S04
Supporting screens
Credit balance
Purchase + history
E5-S05
Accepted leads
Table view
E5-S02
Commission
Tracking
E7-S05
File vault
In workspace
E8-S01
Broker profile
Matching prefs
E4-S01
Admin / Boss Mode context
Accessed via Profile > Admin dashboard. New "Seller Connect Engine" section groups all engine admin screens as tiles.
BOSS MODEDealsLeadsListings ▾Solutions ▾Profile ▾ > Admin dashboard
Every match decision. Who, why, outcome, overrides.
Credit transactions
All credit activity. Purchase, spend, refund.
Referral partners
Partner list, referred clients, conversion rates.
Engine metrics
Funnel stages, conversion, credit consumption.
Existing Boss Mode tiles (unchanged)
Sponsored adverts
Existing
Add a Broker
Existing
Boss Mode Metrics
Existing
Listing Metrics
Existing
Manage Enterprises
Existing
Edit Boss Mode
Existing
Layout patterns
Five patterns cover every screen. Each maps to a shadcn/studio block category.
1. Full-screen overlay
Fixed header (title + X close), scrollable content, no platform nav. Used by: seller wizard, lead detail, agency agreement, deal creation. Precedent: existing "Create a new deal" screen.
2. Platform page - card grid
Top nav visible, page title, filter bar, card grid below. Used by: lead inbox, seller submissions list, referral partner list. Precedent: "Find a business to buy" listing page.
3. Platform page - table
Top nav visible, page title, filter pills, sortable table. Used by: accepted leads, credit transactions, exception queue, match audit, commission tracking. Precedent: "Selling" table view.
4. Platform page - detail workspace
Top nav visible, entity header with status badge, tabbed content below. Used by: deal workspace, seller status page, broker profile. Precedent: individual deal/listing pages.
5. Dashboard tiles
Top nav visible, section heading, card tiles in grid. Used by: Boss Mode admin dashboard. Precedent: existing Boss Mode dashboard.