Ground Truth · Single Source of Truth

LP SaaS Platform — Project Master

Complete reference for all work, decisions, status, and next actions. Oliver and Claude both read this first. If anything is unclear, look here.

⚡ ACTIVE SPRINT: Build Novus Legend broker site + LP Dashboard S15 (Lender Compliance full buildout + Credit Builder). Novus Legend is URGENT — broker needs live site today to onboard her first client.

Build Status

Platform Overview

Sessions Complete

S11–S14

4 of ~25

LP Dashboard

LIVE

dashboard.legendarypathway.com

Novus Broker Site

PENDING

Build S15 — TODAY

Active Clients

First client signed 2026-05-09

White Label Ready

Multi-broker S19

Build Roadmap

Session Timeline

Every session, what was built, what's next. Green = done · Amber = active · Grey = planned.

S11

Level4Finance Scrape + Design Baseline

205-file competitive scrape of Level4Finance. Extracted design patterns, color system, section structure. Established LP amber design system. Created lp-design-systems-reference.html.

Complete205 files scrapedDesign system locked

DONE

S12

Wireframe Build — 12-Col Grid + 11 Widgets

Built wireframe-s12.html with full design: 12-column grid, glass cards, amber glow, all 11 home widgets (progress ring, FICO SBSS, funding pipeline, action checklist, revenue trend, readiness bar, quick links, etc.), draggable sidebar structure.

Complete11 widgetsSidebar groups

DONE

S13

SortableJS Drag-and-Drop on Wireframe

Added SortableJS 1.15.2 to wireframe-s12.html. Section groups and individual tabs draggable. HOME pinned. Amber ghost insertion indicator. localStorage persistence (lp_sidebar_order).

CompleteSortableJS 1.15.2localStorage

DONE

S14

Visual Overhaul — index.html Ported from Wireframe

Applied full wireframe design to live index.html: 12-col home grid, all 11 widgets, new group-based sidebar with drag handles, SortableJS init, new stub sections (Brand Identity, Credit Builder, Funding Programs, Funding Pipeline, Business Education). Readiness ring syncs with compliance state. Project Master page created (this page).

Completeindex.html rebuiltDeployed Hetzner

DONE

S15

Novus Legend Broker Site + LP Lender Compliance + Credit Builder

PRIORITY 1: Build Novus Legend white-label broker site at dashboard.novuslegend.com. Set up DNS, Traefik config, white-labeled LP Dashboard. Onboard broker + structure her first client's 2 LLCs. PRIORITY 2: Build out Lender Compliance section (full 20-item UI with scoring) + Credit Builder section (FICO SBSS scorecard, tradeline tracker, tier roadmap).

In ProgressNovus LegendTODAYLender ComplianceCredit Builder

S16

Funding Programs + Finance Hub

18 program tiles (SBA, credit card stacking, grants, equipment, RBL, etc.) with eligibility indicators driven by Bankability Score. Finance Hub: P&L inputs, banking widget, credit lines inventory, asset register, DSCR calculator.

Planned

S16

S17

CRM + Brand Identity + Legal Docs

CRM: Oliver contact card, pipeline view, document submission log, communication timeline, Book with Oliver CTA. Brand Identity: logo upload, color palette, typography selector, guidelines download. Legal Docs: document vault with categorization, formation docs status, SBA plan generator stub.

Planned

S17

S18

Business Education + Growth + Studio + Resource Vault

Coaching video library, phase-gated checklists, Winston AI stub. Website health card, NAP tracker, Google My Business status. Content calendar, episode tracker, M2M² placeholder. Resource Vault: LP-approved vendor list, templates download grid.

Planned

S18

S19

Per-Client Auth + Data Persistence

Move from single-password demo to per-client credentials. Each client gets unique login. Oliver gets /admin view. Data stored in Hetzner Postgres via FastAPI :7450 (Panel Orchestrator). Per-broker isolation. Decision pending: Option A (Postgres), B (JSON files), or C (expand Panel Orchestrator).

PlannedMulti-broker

S19

S20

Winston AI Integration

Floating ⚡ chat bubble. Context-aware: knows which section client is on. Closed-loop LP knowledge base. Claude Haiku for Q&A, Sonnet for complex analysis. Per-client daily token budget. Streaming via SSE.

Planned

S20

S21–S25

Document Upload · Mobile PWA · Onboarding Flow · Stripe Billing · Final QA

S21: AI document extraction (EIN letter, bank statements, operating agreements → auto-populate fields). S22: Android Chrome mobile polish, bottom nav, PWA install. S23: Guided onboarding flow (3–5 fields at a time, enter once auto-populate everywhere). S24: Stripe subscription gating ($199/$499/mo). S25: Full QA, security review, launch.

Planned

S21–25

Broker Setup — URGENT · S15

Novus Legend Broker Site

White-labeled LP Dashboard for Novus Legend. Broker needs live site TODAY. Her first client has 2 LLCs to structure from ground up.

Broker Profile

Novus Legend

Revenue split: 30% Novus / 30% Enspireous Trust / 40% LP Business

Target subdomain: dashboard.novuslegend.com

Status: Domain registered, infrastructure NOT yet configured

First client: 2 LLCs filed, need full business build-out

Broker person: Female — Oliver to provide name before S15

White Label Scope

What Gets White-Labeled

• Logo / brand mark swap (Novus Legend branding)

• Color accent (keep amber or swap to Novus colors)

• Domain: dashboard.novuslegend.com

• Separate auth passcode for broker

• Client sub-logins managed by broker

• LP attribution stays in footer + powered-by

S15 Broker Checklist

Confirm novuslegend.com DNS registrar (Namecheap or other) and add A record pointing to Hetzner 5.161.206.175Infrastructure — S15

Add Traefik label for dashboard.novuslegend.com on Hetzner (same pattern as dashboard.legendarypathway.com)Infrastructure — S15

Create novus-dashboard/index.html — white-labeled from LP Dashboard with Novus Legend brandingBuild — S15

Deploy Novus container to Hetzner at /opt/legendaryos/novus-dashboard/Deploy — S15

Set broker passcode (unique, NOT Love4legend!) and share with Novus Legend brokerAuth — S15

Onboard Novus Client 1 — Business A (LLC): run through 20-item Lender Compliance checklistClient onboarding — S15

Onboard Novus Client 1 — Business B (LLC): second org setup, separate compliance profileClient onboarding — S15

Create Org_XX_Novus_Legend folder in LegendaryPathwayOS with full 20-department structureFile system — S15

System Design

White Label Architecture

How LP Dashboard scales to multiple brokers. Each broker gets their own branded portal. LP owns the platform. Brokers manage their own clients.

Layer 1 — LP Admin

Oliver's View

dashboard.legendarypathway.com — full visibility across ALL brokers and ALL clients. Admin panel (S19). Sees every organization, every compliance score, every pipeline.

Live S14Admin panel S19

Layer 2 — Broker Portal

Novus Legend View

dashboard.novuslegend.com — white-labeled LP Dashboard. Broker sees ONLY her clients. Branded with Novus Legend identity. LP attribution in footer. Earns 30% revenue share per client.

Build S15Novus Legend

Layer 3 — Client Portal

End Client View

Per-client subdomain or path (S19). Client sees only their own data. Lender Compliance checklist, Credit Builder, Funding Pipeline — all personalized. Their broker's branding, not LP's.

Per-client auth S19

📌 For S15: the white label is a STATIC copy of index.html with brand swapped. Full dynamic multi-tenant architecture (per-client data isolation) comes in S19 with Postgres + FastAPI. Don't over-engineer S15 — fast static deploy first.

Non-Negotiable

Locked Decisions

These are final. Never revisit without written authorization from Oliver.

Decision	Value	Context
Pricing Tiers	LP Ready $199/mo · LP Momentum $499/mo · LP Capital Partner $25K+$12.5K/mo	Locked 2026-05-12 Option B
Revenue Split	30% Novus Legend / 30% Enspireous Trust / 40% LP Business	Confirmed 2026-05-11
7% CC Stacking	LP earns 7% of funded credit card stacking amount	Locked 2026-05-11
CHA*SE	Separate revenue stream — NOT included in 30/30/40 split	Locked 2026-05-11
California	EXCLUDED from LP service area	Locked 2026-05-11
Fonts	Sora (headings) + Barlow (body) — Google Fonts	Design system locked S11
Colors	#06060a background · #f59e0b amber · #10b981 jade	Design system locked S11
Auth	Love4legend! = Oliver ONLY. Each client/broker gets unique password.	Security rule — never share
Architecture	HTML-first (NOT Next.js). Static files on Hetzner nginx via Docker + Traefik.	Locked S14
IBC Module	Always LAST in sidebar. Always locked for Elite tier.	UX rule — locked
Sidebar	Never remove, never collapse. Always visible on desktop.	UX rule — locked
Credit Repair	NEVER MENTION. LP = business consulting + loan brokerage only.	Legal/compliance — hard rule
Credit Cards	Credit card stacking = credit cards ONLY (not net-30s)	Accuracy rule
Data Entry	3–5 fields at a time. Enter once, auto-populate everywhere.	UX principle
LP Secure	Phone + comms ONLY. NOT web, email, IT.	Scope rule — locked
Lee & Thomas IT	Handles all web, email, domain, SEO, IT, AI dev	Business rule
LP artifacts	On legendarypathway.com ONLY. Never lawlesslegend.com.	Infrastructure rule
No Supabase	Hetzner VPS + Postgres only	Tech rule
Portal v2	DEPRECATED 2026-05-09 — replaced by Dashboard Service	Superseded

Infrastructure

Live URLs & Endpoints

LP Dashboarddashboard.legendarypathway.comLIVE

LP Wireframewireframe-s12.htmlLIVE

Project Master (this)project-master.htmlLIVE

Novus Broker Sitedashboard.novuslegend.com — not yet configuredBUILD S15

Panel Orchestrator API5.161.206.175:7450 — FastAPI, 20 orgs seededLIVE (internal)

LP Websitelegendarypathway.comLIVE

LP Securesecure.legendarypathway.comLIVE

Hetzner VPS5.161.206.175 · root@5.161.206.175 · SSH key: ~/.ssh/hetzner_legendaryosLIVE

Reference

Tech Stack

Frontend

Pure HTML/CSS/JS

No framework. SortableJS 1.15.2 for drag-drop. Google Fonts (Sora + Barlow). Vanilla JS. PWA (manifest + service worker). Mobile-first responsive.

Hosting & Deploy

Hetzner + Docker + Traefik

Nginx:alpine in Docker. Traefik reverse proxy with Let's Encrypt auto-SSL. Deploy via SCP + docker compose up --force-recreate. SSH key: ~/.ssh/hetzner_legendaryos.

Backend (S19+)

FastAPI + Postgres

Panel Orchestrator at :7450 already live on Hetzner with 20 orgs seeded. Will expand to handle per-client dashboard data + multi-broker auth in S19.

AI Layer (S20+)

Claude Haiku + Sonnet

Winston AI advisor floating bubble. Haiku for simple Q&A, Sonnet for complex analysis. Per-client token budget. Streaming via SSE. Closed-loop LP knowledge base.

Billing (S24)

Stripe Subscriptions

LP Ready $199/mo · LP Momentum $499/mo · LP Capital Partner. Tier-gated access. IBC locked until Elite. Self-serve portal + invoice history.

Dev Tools

Claude + Codex CLI

Sonnet for build. Opus for architecture (5-turn cap). Codex CLI (ChatGPT Pro) for sparring, spec validation, multi-file analysis. Parallel agents for independent work.

Onboarding Pipeline

Client Queue

LP Direct Client

Client #1 — Signed 2026-05-09

First paid LP Dashboard client. Per-client PWA deployed. Dashboard Service model confirmed viable.

Onboarded

Novus Legend Client

Business A — LLC filed

Novus Legend's first client. Business A: LLC filed, needs full entity build-out. Run through 20-item Lender Compliance + Credit Builder + Funding Programs.

Onboard S15via Novus

Novus Legend Client

Business B — LLC filed

Same owner as Business A — second LLC. Needs separate compliance profile, separate Funding Pipeline. Both businesses to be managed via Novus broker portal.

Onboard S15via Novus

Oliver Must Decide

Open Decisions

What is the Novus Legend broker's name? (Oliver needs to provide before S15)Needed for S15 white-label setup

What passcode should the Novus Legend broker use to log into her dashboard?Needed for S15 — must be unique, not Love4legend!

Does Novus Legend have brand colors/logo to use? Or keep LP amber design?Needed for S15 white-label styling

What are the names of Business A and Business B (the two LLCs)?Needed for S15 client onboarding

Per-client auth strategy for S19: Option A (Postgres), B (JSON files), or C (expand Panel Orchestrator)?Needed before S19

Virtual office provider recommendation for Lender Compliance coaching content?Needed before S15

Best credit monitoring option for LP clients — $1 FICO pull vs. subscription service?Needed before S15

LP Project Master · v1 · 2026-05-14 · Session 14 · Legendary Pathway