Hey Julian — here's what to click through to verify the broker shop-to-lenders flow end-to-end. Should take ~10 minutes. Hit Lucia or Claude back if anything's off.

What you're testing

The broker workflow: take an application, fan it out to multiple lenders simultaneously, watch each lender's reply route to its own thread (no cross-mixing), and mark the decision (offered / declined / won / lost). The headline behaviour is: one application, N parallel lender conversations, each routed by an opaque correlation token in the email subject.

Prerequisites

1. URL — use https://dev.sharpei.ai (latest from origin/dev is auto-deployed there) OR run locally: pnpm dev from the repo root, then http://localhost:8080.
2. Login — same Sharpei creds you normally use. The seed lenders are scoped to Lucia's org ([email protected]), so log in as her or have her add the seed under your org with node apps/api/scripts/seed-demo-lenders.mjs <your-email>.
3. Optional reset before testing — if you want a clean APP-0002 to shop fresh: node apps/api/scripts/reset-demo-shop.mjs APP-0002 (deletes any existing lender threads on that app so you can shop from zero).

End-to-end test (10 min)

1. Verify partners page

Click Partners in the left sidebar. You should see 5 seeded lenders:

• Acme Capital Partners (trucks/construction, $50k–$500k)
• BMO Harris Equipment Finance (manufacturing, $100k–$2M)
• Wells Fargo Healthcare Capital (medical, $250k–$5M)
• Crestmark Independent Capital (tech/SaaS, $25k–$250k)
• First Independent Leasing (yellow iron, $50k–$750k)

Use the chip filter at the top (All / Lenders / Brokers / Vendors) to confirm the type filter works. There should be 5 lenders and 0 brokers/vendors today.

✅ Pass: all 5 lenders shown, chip filter works.

❌ Fail: Empty page → seed didn't run. Run node apps/api/scripts/seed-demo-lenders.mjs.

2. Verify partner detail + representatives

Click into Acme Capital Partners. You should see: