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Your own dashboard — pick from every widget we have built, resize and arrange them how you want, save as many views as you need and switch between them. One shared scope drives the whole board. A Solo tier feature.
WHAT EACH PLAN CARRIES
AGGREGATE
Company search + profiles (HMDA summary)Market benchmarks (HMDA/Ginnie-derived)Ginnie issuer aggregate view (headline UPB/DQ per issuer)AI assistant surfaces (NL query → terminal, conversational dossier Q&A, platform semantic search) — the FREE HOOK: on for every tier including aggregate/free. NOT a legal gate; gated by budget + grounding in the AI gateway, not by counsel. (intelligence_layer.md §5.3)
SOLO
Vintage/geo/product drill-downs + peer comparison; Market Explorer / Compare tools; full historical depth (all years)Ginnie issuer intelligence detail (roster timeline, portfolio + DQ trends, buyouts)Ginnie pool explorer (ginnie_pool_monthly screens + issuer-to-pool drill-down) — BUILD-READY 2.9; Drill-down surfaceFHA compare-ratio scorecardExports (CSV/XLSX) — capped rows for drill_down, uncapped for loan_level (cap enforced in API, not here)GSE aggregate views (repurchase bps, everD90, credit profile) — ON for drill_down+ per owner directive 2026-07-22 (risk-accepted pending counsel sign-off; licensing caveat surfaced); Drill-down surfaceFair Lending analysis — ON for paid tiers (drill_down+) per OWNER DIRECTIVE 2026-07-24 ('drop the fair lending counsel and just do that'); counsel review waived under owner risk-acceptance. Public HMDA+Census only; every surface carries the 'statistical observation on public data, NOT a legal determination of discrimination' caveat. Free (aggregate) tier stays off — premium analytical feature.Watched-entity alerts + digests (FEAT-074): alert definitions, in-app inbox, alerts-scoped company lists, and Resend digests — first granted at the Solo rung (public HMDA/Ginnie/roster data only). R3-L16-D4: 'watchlists' was REMOVED from this description on 2026-08-03. W36 decoupled the watchlist to the free tier — /api/v1/watchlists calls requireEntitlement(null) (auth only) on GET/POST/DELETE and the landing page, /desk and the capability board all sell it as free — so this flag does NOT gate having a watchlist. It gates the SIZE of one and the alert machinery around it: alerts/limits.ts WATCHLIST_LIMIT is { aggregate: 1, solo: 50, drill_down: 50, loan_level: 250 }, enforced with a 403 LIMIT_EXCEEDED at POST. The stale wording here was faithfully transcribed onto the /alerts upgrade wall, which is why it is fixed at the source and not only in the copy.AI insight narratives (dossier outlier + peer-comparison prose, watchlist briefings, market commentary, anomaly explanation, plain-English alert authoring + smart digests) — paid: gated from drill_down up. NOT a legal gate.Advanced AI tooling (corporate-hierarchy enrichment, pattern-anomaly triage, prompt → target list, similar-entity/pool, prepay-speed + DQ early-warning captions) — paid: gated from drill_down up. NOT a legal gate.AI export generation (auto-generated dossier decks, report-from-prompt) — paid: gated from drill_down up, mirroring the exports ladder. NOT a legal gate.
LOAN-LEVEL
HMDA loan-level explorer — public data, sellable nowGinnie loan-level explorer (latest-month llmon snapshot, ~12.3M loans) — BUILD-READY 2.10; public disclosure data, sellable (unlike gse_loan_level; ToU review 0.3); required-filter no-scan rule enforced in APIGSE loan-level explorer — ON for loan_level tier per owner directive 2026-07-22 (risk-accepted pending counsel sign-off; licensing caveat surfaced); still excluded from API-key scopes (sessionOnly)