Standard Operating Procedures

Step-by-step guides to master Curative OS. From board setup to advanced compliance management.

01

Set up your first curative board

Create a board that matches your workflow in 90 seconds.

Your board is the contract between you and the team. Get the stages right and the team works the same way every time.

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02

Import a tax-delinquency list

Get a CSV into your board and start working in under two minutes.

Use a Field Preset for repeatable imports. Set it up once, then second-time-onward it's three clicks.

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03

Score a deal with AI Underwriting

Get a 1-10 score with reasoning in seconds, not your head.

The AI scores against the data you actually collected, not a generic template. Calibrate it once and it gets sharper every run.

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04

Track cash on a deal

Log every dollar deployed and returned.

If you can't tell me what your cash conversion cycle is, you don't know if you're improving.

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05

Move a deal across boards

Hand off deals from Research → Sales without losing them.

One wrong move and a deal falls through. This prevents that.

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06

Configure your dashboard for the morning standup

Surface the metrics that matter most.

What you measure first is what you act on. Make the right tiles default-visible.

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07

Manage a litigation hold

Lock deals down when legal gets involved.

One wrong field edit on a litigated deal can blow up your case. Lock it down at the source.

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08

Quarterly board hygiene

Keep your workspace clean and fast.

Clutter is the silent killer of CRM adoption. Clean the surface monthly.

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