April 2026 — Commit 1
23 days remaining
17
Committed
10
Delivered
3
In Progress
3
Not Started
Initiatives
Complete the Morfoo Transition
Marc DianaCORP
CORP-04Rebrand all product surfaces and URLs to MorfooMarc DianaNot Started
CORP-10Complete Jira, Slack, and internal systems migration to MorfooHough van WykIn Progress
CORP-05Shut down Avenu email infrastructureMarc DianaIn Progress
CORP-06Communicate brand change to agents and consumersMarc DianaNot Started
Build Morfoo Operational Intelligence Platform
Noah StaitmanCORP
5 / 6 delivered
CORP-01Stand up the operational intelligence systemNoah StaitmanDelivered
CORP-14Deploy Neo4j Community Edition on RailwayNoah StaitmanDelivered
CORP-13Containerize frontend with DockerNoah StaitmanDelivered
CORP-12Rewrite knowledge graph schema to Cypher-native Neo4jNoah StaitmanDelivered
CORP-02Set up meeting ingestion infrastructureNoah StaitmanDelivered
CORP-03Deliver first commit reviewNoah StaitmanNot Started
CORP-08Build Google Drive artifact discovery sweepNoah StaitmanIn Progress
CORP-07Build repeatable Jira monitoring into the sweepNoah StaitmanDelivered
CORP-09Enable exec team to query the system conversationallyNoah StaitmanNot Started
Grow & Retain the Customer Base
Marc DianaGROW
0 / 2 delivered
GROW-01Transition existing customers to the new operating modelMarc DianaIn Progress
GROW-10Draft off-process disclosure document for outside processing customersNoah StaitmanComplete
GROW-02Launch growth program with Mitchell / 3-PointMarc DianaNot Started
GROW-03Close and onboard new customers to the marketplace modelMarc DianaNot Started
Morfoo Co-Pilot
Noah StaitmanAI
5 / 6 delivered
AI-03Ship the Morfoo Co-Pilot to production-readyNoah StaitmanDelivered
AI-04Build the RAG knowledge base (V2)Noah StaitmanDelivered
AI-05Build the faithfulness eval systemNoah StaitmanDelivered
AI-06Ship magic link auth and customer demoNoah StaitmanDelivered
AI-07Ship CI/CD and code quality infrastructureNoah StaitmanDelivered
AI-01Agree product roadmap with Marc — AI and CRM featuresNoah StaitmanNot Started
AI-02LOs and processors can get real-time help in the LOSNoah StaitmanIn Progress
AI-08Build LMS training content for LOS onboardingNoah StaitmanIn Progress
Integrate CRM into the Morfoo Offering
Hough van WykPROD
PROD-04LOs can see and manage their clients and leads in one placeHough van WykIn Progress
PROD-05LOs can send email and SMS from the LOSHough van WykNot Started
Ship a Reliable Loan Engine
Hough van WykPROD
0 / 3 delivered
PROD-01Customers can originate through Fannie Mae DUHough van WykIn Progress
PROD-20Provision Fannie Mae DU credentials for each customerAutumn BaskinsIn Progress
PROD-03Core engine runs stable under production loadHough van WykNot Started
PROD-21Integrate UWM API for in-software loan submission and conditions managementHough van WykNot Started
PROD-02The loan workflow works end-to-end without workaroundsHough van WykNot Started
Active Decisions
| Decision | Decided By | Date | Source |
|---|---|---|---|
| Noah's AI/marketing/FFU builds deploy as Docker containers on ECS, TypeScript/Next.js, split repos, positioned as prototypes for dev team to take over | Noah Staitman + Hough van Wyk | Apr 1 | Noah/Hough 1:1 2026-04-02 |
| 30-day commit operating cycle adopted as the company operating rhythm | Marc Diana, Noah Staitman | Mar 31 | Exec meeting 2026-04-01 |
| Email cutover: 2-step approach approved — block access first, terminate after 1 week | Hough van Wyk, Howard Kaplan | Mar 24 | Exec meeting 2026-03-25 segment 2 |
| Quadaid subcontractors must use software for tracking, not external Excel | Noah Staitman | Mar 18 | Autumn/Noah sync 2026-03-19 |
| Pat Schneider engaged as fractional CFO, 8-10 hours per week | Marc Diana | Mar 15 | Account Mgmt meeting 2026-03-16 |
| Chatbot to file Zendesk tickets directly — removing form requirement for support | Noah Staitman | Mar 11 | Autumn/Noah sync 2026-03-12 |