Private CRM

EXECUTIVE TRANSACTION OVERVIEW

Gold Bullion CRM Portal

Monitor every project, counterparty and transaction milestone from one controlled workspace.

TRUST · COMPLIANCE · EXECUTION
Active projects0
FCO / contracting0
Inspection / payment0
Completed0
ProjectCounterpartiesProject valueCommission %Commission ($)Quantity required
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COMMODITY TRANSACTION DESK

Commodity Document & Project Portal

Convert WhatsApp discussions into structured project records, review trade and compliance information, and prepare professional LOIs, SCOs, FCOs and NCNDAs.

  1. 1Paste chat
  2. 2Extract
  3. 3Complete
  4. 4Preview
  5. 5Export

TRANSACTION PIPELINE

Project lifecycle

Save this project to activate its full transaction workflow.

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The pipeline will track every step from initial enquiry and LOI through FCO, due diligence, contract, inspection, payment, delivery and close-out.
01

WhatsApp conversation

Paste the full unedited chat, including names and timestamps

0 characters

Your conversation and edits are saved securely to your private project workspace.

03

Professional project information

Review extracted details and add anything useful

Optional fields
No field is mandatory.Complete only the information available to you. Blank items are omitted from the generated document.
CRM project record
LOI details
FCO Full Corporate Offer details

Confirm the issuer's legal authority before issuing the FCO. Blank information will be omitted from the document.

NCNDA Non-Circumvention & Non-Disclosure details

All fields are optional. Complete commission entitlement in writing and obtain legal review before signature. Compliance, banking and regulatory disclosures remain permitted.

Counterparties and authority
Commodity and commercial terms
Delivery, inspection and risk transfer
Payment and banking procedure
KYC, AML and product documentation
Signatory

PROJECT HISTORY

Activity