Your Account
Signed-in user and role for this workspace.
Name—
Email—
Role—
Microsoft 365 mailbox
Connect your work inbox for inbound email sync (read-only, per user).
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Unmatched inbound email
Messages that could not be auto-linked to an account. Assign to the correct lender or dismiss.
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Tip: use Accounts to verify contact emails before the next sync.
Environment
Local configuration reference (read-only).
API: /api/v1
Configure AWS S3, database, and Redis via .env — see .env.example.