Supabase
Good for custom login, database, roles, and storage. Best if you want a real custom Client Hub.
Admin setup
Secure account backend setup guide.
The public website includes account/status pages, but true private login requires a backend service with authentication, roles, private storage, and audit logs. Use this page as the implementation checklist before storing real private records in any hub.
Required backend checklist
Connect these before using hubs for real private records.
- Authentication provider for password/magic-link login.
- Database for user accounts, request IDs, file status, and payment status.
- Role permissions for public clients, agents, mortgage partners, law firms, and admin staff.
- Private document storage with access controls.
- Audit logs showing who viewed or changed file information.
- Privacy retention/deletion workflow.
Firebase
Good for authentication, database, and cloud storage. Best if a developer is building the dashboard.
Zoho Creator / CRM
Good if you want a business-operations backend tied to Zoho email and forms.
Interim public launch mode
Safe until backend is connected
Use the current account pages for request lookup, general workflow status, intake routing, Dropbox upload, and support guidance only. Do not publish private client records into the static hub pages.