Quote + vendor catalog + eSign envelope.
Pick a deal class. Watch stack-advisor size it, the vendor catalog populate the closing-cost lines, the LE generate, and the eSign envelope route to the signers.
Sizing as a deterministic playbook
Decision tree per deal class: residential.30y.conv, residential.15y.conv, jumbo.7yarm, commercial.5y, cloud.reseller.aws-msp. Every node logs which fact it consumed and which threshold it cleared. No black-box scoring — reproducible at energy cost.
Anatomy — operational specs
Typed schedules + SLAs
Each vendor publishes a typed Schedule: price by line item, SLA, jurisdiction coverage, issuer DID, license attestation. The advisor selects on (price × SLA × coverage); rejected alternates are logged so a re-run with different weights re-derives the choice.
Anatomy — operational specs
TRID-compliant Loan Estimate with field-bound eSign
LE generation against Reg Z 12 CFR §1026.37 (mortgage) or sector-equivalent (commercial, M&A, cloud-reseller MSA). eSign envelope binds every field to a page-coordinate hash so the executed PDF can be verified bit-for-bit against the original.
Anatomy — operational specs
Total Expense Management — pre-attributed at quote time
Every quoted line is tagged to its GL bucket and tax category at quote time. Veritas reads the TEM ledger directly when computing the return — no end-of-year reclassification. The CFO's right hand: every expense already knows where it goes.
Anatomy — operational specs
Quarterly business review as a projection
QBR is a SUM over the quarter's receipts: deals quoted, deals signed, average close time, vendor-catalog spend by category, TEM bucket totals. Not a slide deck — a query. Re-running the query at any later date with the same window returns the same numbers.
Anatomy — operational specs
AdvisorOS, in one line
broker, made inspectable.
Click anything. The same primitives that compose the rest of the Transaction Science family — receipts, joules, signed transport — show up here too. The family is one system.