Keystone

Keystone CRM prototypes

Clickable designs for the mortgage CRM. Start with sign-in, or jump straight into a role. Everything runs on demo data in your browser — nothing is saved.

This is just a design prototype, made easier so that all prospects can easily understand and access the design.

Authentication

Done

Sign in, sign up, invitations, password reset, account lockout and devices — every screen and error state.

View screens

Tenant Admin

Done

Runs a brokerage: dashboard with AI search, people, teams, leads & clients, booking, reports, export, billing and settings.

Open as Priya Nair

Broker

Done

A broker’s day: their pipeline, clients, renewals, reminders, documents with OCR and AI tools.

Open as Jordan Chen

Team Manager

Done

Leads one team: team-wide clients and activity, renewals, tasks and workload — plus their own book.

Open as Alex Wong

Super Admin

Done

Keystone’s own console: every brokerage, plans and billing, platform health and AI usage across tenants.

Open as Morgan Ellis

Each prototype has a Prototype panel (bottom right) to jump between screens and states.