Prepared 2026-07-22. Every artifact below needs written sign-off (email counts) from the named approver before first use. Status values: pending / submitted / approved / conditional / rejected. Approver defaults to [READY_CCO_OR_APPROVER — named at the Day-1 meeting, decisions file A4]. Nothing marked pending/submitted ever reaches an agent, borrower, or public page. Archive every approved version (≥5 yrs) with its approval email attached.
| ☐ | Item | Notes for approver | Approver | Date | Status |
|---|---|---|---|---|---|
| ☐ | Script #1 — first call to an agent | IL opener (815 ILCS 413/15); v0 wording ("guideline-checked"); v1 variant approved separately | pending | ||
| ☐ | Script #2 — voicemail (≤20 sec) + day-10 variant | pending | |||
| ☐ | Script #3 — first email | CAN-SPAM footer; "reply stop" interim opt-out until unsubscribe tooling exists | pending | ||
| ☐ | Script #4 — LinkedIn connection note | No product/rate content in DMs | pending | ||
| ☐ | Script #5 — "not asking you to switch" opener | pending | |||
| ☐ | Script #6 — scenario-analysis offer | v0 and v1 versions both — v1 usable only after reviewer confirmed in writing | pending | ||
| ☐ | Script #7 — open-house conversation (REVISED) | Listing-specific one-pager REMOVED per red-team M5.1; generic own-brand one-pagers only — confirm the RESPA line as redrawn | pending | ||
| ☐ | Script #8 — follow-up after no response | pending | |||
| ☐ | Script #9 — follow-up after useful conversation | pending | |||
| ☐ | Script #10 — asking for a small trial | pending | |||
| ☐ | Script #11 — asking for feedback | pending | |||
| ☐ | Script #12 — asking for an introduction | No quid pro quo language — RESPA | pending | ||
| ☐ | Script #13 — graceful opt-out close | pending | |||
| ☐ | Script #14 — top producer | Post-08-03 condo phrasing | pending | ||
| ☐ | Script #15 — fellow new agent | Each-buys-own-coffee rule | pending | ||
| ☐ | Script #16 — team leader / managing broker | pending | |||
| ☐ | Objection answers O1–O11 (as a set) | O6 figures bracketed [CONFIRM LIVE]; O2 v0/v1 | pending |
| ☐ | Item | Notes | Approver | Date | Status |
|---|---|---|---|---|---|
| ☐ | F1 — Mortgage Chess Move (format) | No numbers beyond facts library | pending | ||
| ☐ | F2 — Can This Deal Close? (format) | Synthetic-only label mandatory | pending | ||
| ☐ | F3 — Southland Payment Watch | GATED — approve the entire system first: approved-assumptions block, full Reg Z disclosures, per-episode written sign-off, archive. Franchise does not run until this system exists | pending | ||
| ☐ | F4 — Realtor Rescue Minute (format) | pending | |||
| ☐ | F5 — First-Home Finance Lab (format) | IHDA non-participation note wherever IHDA appears | pending | ||
| ☐ | F6 — Investor File Lab (format) | Every named product must be menu-confirmed first | pending | ||
| ☐ | F7 — Behind the File (format) | No borrower info, no performance claims | pending | ||
| ☐ | Cornerstone asset 1 — condo triage (post-change framing) | Per-piece approval | pending | ||
| ☐ | Cornerstone asset 2 — DPA stack guide | Per-piece; names IHDA competitors deliberately | pending | ||
| ☐ | Cornerstone asset 3 — Cook-vs-Will tax math | Per-piece; requires F3-style approved payment assumptions | pending | ||
| ☐ | Lab brand name ("Southland First-Home Lab") | Or fallback unbranded | pending |
| ☐ | Item | Notes | Approver | Date | Status |
|---|---|---|---|---|---|
| ☐ | Standard disclosure block, per medium | [MITCHELL_NMLS] + Ready NMLS 1100518 + nmlsconsumeraccess.org + Equal Housing + IL disclosures (1050.940) — email, web, PDF, video, print variants | pending | ||
| ☐ | Scenario-brief footer/disclaimer block (09 §2.4) | "Not an approval/commitment" wording — sign-off item 1 | pending | ||
| ☐ | Terms-free forwardable summary rule (09 §2.3 step 4) | Confirm the rule as written | pending | ||
| ☐ | Email signature | pending | |||
| ☐ | LinkedIn/social bio | pending | |||
| ☐ | Landing-page copy (pre-Prompt-2 draft) | pending | |||
| ☐ | Lead-form spec (intake form + no-sensitive-data rule, 09 §2.2) | GLBA firewall wording printed on the form | pending | ||
| ☐ | The flyer rule + the generic one-pagers (condo checklist, DPA sheet, payment-anatomy explainer) | Own-brand, own-services only; payment-anatomy version has NO figures until F3 system exists | pending | ||
| ☐ | Suppression-list procedure | Same-day, all-channel, 5-yr retention; entity-specific DNC policy in writing | pending | ||
| ☐ | DNC scrub policy / SAN coverage | Or the documented no-SAN fallback channel plan | pending | ||
| ☐ | AI SOP + Never-Automate List (file 19) | Includes redaction gate step 1.5 | pending | ||
| ☐ | SLA public wording (v0) (09 §2.5) | v1 wording approved separately, held until capability verified | pending | ||
| ☐ | Sample briefs (2–3 synthetic) used as outreach attachments | These are ad-like items: full disclosure block + synthetic label | pending | ||
| ☐ | Workshop invite + slide kit + signup sheet (E2) | Opt-in checkboxes; venue paid per policy | pending | ||
| ☐ | Testimonial/review-request wording (for month 3+) | pending |
Standing rules: (1) Any edit to an approved item voids the approval — resubmit. (2) Repurposed cuts (18 §5) re-pass disclosure checks per surface. (3) This checklist is the artifact Prompt 2 checks before building anything public-facing: rejected/pending items get built as drafts marked NOT APPROVED or not at all.