HomeQual Platform

QA Access Package

Complete access guide for external acceptance testing of the HomeQual platform. All accounts, scenarios, routes, and security expectations are documented below.

QA ENVIRONMENT NOT READY — see Section 11 for remaining setup steps.
1

QA Access Summary

Production URLhttps://app.homequal.com— use this for acceptance testing
Preview URL(Base44 Builder Preview — internal only)— Base44 builder preview; internal only
Environment to TestUse the Production URL. All QA test data is flagged (is_test/is_demo) and is automatically excluded from production analytics and reporting.
2

Test User Credentials

Authentication uses secure platform invitation links. Each account was invited via email; the invitee must accept the invitation to activate their account. Passwords are set by the invitee during acceptance — the platform does not expose or generate passwords for QA accounts.

Display NameEmailRoleTenantPurpose
HQ QA Administratorjv+qa_admin@getmortgageready.comadminHomeQual QA (Direct)Full platform access — test admin routes, Operations, Reports, tenant administration
HQ QA Advisorjv+qa_advisor@getmortgageready.comadvisorHomeQual QA (Direct)Test advisor CRM, lead management, client presentations, lifecycle monitoring
Key Realty QA Adminjv+qa_key_admin@getmortgageready.comteam_leaderKey Realty QATest brokerage admin — tenant isolation, team management, cross-tenant denial
INC Realty QA Adminjv+qa_inc_admin@getmortgageready.comteam_leaderINC Realty QATest brokerage admin — tenant isolation, team management, cross-tenant denial
Jennifer Keytestjv+qa_key_agent@getmortgageready.comagentKey Realty QATest agent experience — clients, presentations, Intelligence Lab, Qualy
Michael Inctestjv+qa_inc_agent@getmortgageready.comagentINC Realty QATest agent experience — clients, presentations, Intelligence Lab, Qualy
HQ Direct Agent Testjv+qa_hq_agent@getmortgageready.comagentHomeQual QA (Direct)Test HomeQual direct agent — no brokerage tenant, full HomeQual branding
QA ActiveBuyer (Client)jv+qa_active_buyer@getmortgageready.comuser (Client)Key Realty QATest Client Home, My Plan, My Presentation, Ask Qualy, My Team, route restrictions
QA UnderContract (Client)jv+qa_under_contract@getmortgageready.comuser (Client)Key Realty QATest under-contract client journey, next-step logic, Client Home pipeline
QA ActiveSeller (Client)jv+qa_active_seller@getmortgageready.comuser (Client)INC Realty QATest seller Client Home, cross-tenant isolation, presentation visibility
QA MoveUp (Client)jv+qa_move_up@getmortgageready.comuser (Client)INC Realty QATest dual-journey (buy+sell) Client Home, Move-Up Strategy presentation
QA Refinance (Client)jv+qa_refinance@getmortgageready.comuser (Client)HomeQual QATest refinance client journey, Refinance Review presentation, Qualy product questions
QA ClosedHomeowner (Client)jv+qa_closed@getmortgageready.comuser (Client)Key Realty QATest post-close client state, old-task suppression, homeowner dashboard
How to authenticate: Each test email uses plus-addressing (jv+qa_…@getmortgageready.com) and routes to the same inbox. Use the invitation email link for each account — not the general sign-up page — to avoid role misassignment. After acceptance, an admin must confirm the role matches the table above (see Section 3 for live status).
3

Authentication Status

AccountEmailInvitedAcceptedRole ConfirmedReady
HQ QA Administratorjv+qa_admin@getmortgageready.com Sent No— No
HQ QA Advisorjv+qa_advisor@getmortgageready.com Sent No— No
Key Realty QA Adminjv+qa_key_admin@getmortgageready.com Sent No— No
INC Realty QA Adminjv+qa_inc_admin@getmortgageready.com Sent No— No
Jennifer Keytestjv+qa_key_agent@getmortgageready.com Sent No— No
Michael Inctestjv+qa_inc_agent@getmortgageready.com Sent No— No
HQ Direct Agent Testjv+qa_hq_agent@getmortgageready.com Sent No— No
QA ActiveBuyer (Client)jv+qa_active_buyer@getmortgageready.com Sent No— No
QA UnderContract (Client)jv+qa_under_contract@getmortgageready.com Sent No— No
QA ActiveSeller (Client)jv+qa_active_seller@getmortgageready.com Sent No— No
QA MoveUp (Client)jv+qa_move_up@getmortgageready.com Sent No— No
QA Refinance (Client)jv+qa_refinance@getmortgageready.com Sent No— No
QA ClosedHomeowner (Client)jv+qa_closed@getmortgageready.com Sent No— No
Remaining setup steps: For any account showing "Not Accepted," open the invitation email and click the acceptance link. After acceptance, if the role shows a mismatch (e.g., "user" instead of "agent"), an admin must update it via the Base44 dashboard or the QA Test Center. Client accounts (role: user) do not need a role correction.
4

Client Scenario Map

ClientJourneyStageAssigned AgentBrokeragePresentationExpected Engagement
QA ActiveBuyerBuyTouringJennifer KeytestKey Realty QAHome Buying Advantage™active
QA UnderContractBuyContractedJennifer KeytestKey Realty QA—active
QA ActiveSellerSellTouringMichael InctestINC Realty QAHome Selling Advantage™active
QA MoveUpBuy + SellPlanningMichael InctestINC Realty QAMove-Up Strategy™monitoring
QA RefinanceRefinancePlanningHQ Direct Agent TestHomeQual QA (Direct)Refinance Review™monitoring
QA LongTermBuyNewJennifer KeytestKey Realty QA—dormant
QA StaleHighIntentBuyContactedMichael InctestINC Realty QA—follow_up_due
QA PresentationViewBuyPlanningJennifer KeytestKey Realty QA—follow_up_due
QA HelpRequestBuyNewHQ Direct Agent TestHomeQual QA (Direct)—active
QA ClosedHomeownerBuyClosedJennifer KeytestKey Realty QA—dormant
5

Agent Assignment Map

Jennifer Keytest(Key Realty QA)

Should See

QA ActiveBuyerQA UnderContractQA LongTermQA PresentationViewQA ClosedHomeowner

Must NOT See

QA ActiveSellerQA MoveUpQA StaleHighIntent
Michael Inctest(INC Realty QA)

Should See

QA ActiveSellerQA MoveUpQA StaleHighIntent

Must NOT See

QA ActiveBuyerQA UnderContractQA LongTermQA PresentationViewQA ClosedHomeowner
HQ Direct Agent Test(HomeQual QA (Direct))

Should See

QA RefinanceQA HelpRequest

Must NOT See

QA ActiveBuyerQA UnderContractQA ActiveSellerQA MoveUpQA LongTermQA StaleHighIntentQA PresentationViewQA ClosedHomeowner
6

Role Permission Expectations

HomeQual Admin

Allowed

All routes — full platform access including QA Test Center, Operations, Mortgage Performance, all agent tools.

Denied

None — admin has unrestricted access.

HomeQual Advisor

Allowed

  • Advisor CRM
  • Admin Leads
  • Mortgage Performance
  • HomeQual Operations
  • Invite Agent
  • All Agent Marketing Tools
  • Reports
  • Client Presentation Center

Denied

  • QA Test Center (admin-only)

Agent

Allowed

  • Agent Dashboard
  • Agent Portal Home
  • Agent Profile
  • Marketing Tools
  • Opportunity Intelligence
  • Reports (own data)
  • Client Presentation Center
  • All Deal/Buyer/Biz Tools
  • Import Leads

Denied

  • Mortgage Performance Dashboard
  • Admin Leads (full DB)
  • Advisor CRM
  • Invite Agent
  • HomeQual Operations
  • QA Test Center
  • Client Home (consumer view)

Brokerage Admin (Team Leader)

Allowed

  • Agent Dashboard (own brokerage)
  • All Agent Marketing Tools
  • Reports (own brokerage)
  • Leads within own brokerage (RLS)

Denied

  • Mortgage Performance Dashboard
  • Admin Leads (full DB)
  • Advisor CRM
  • HomeQual Operations
  • QA Test Center
  • Cross-tenant leads (RLS block)

Client

Allowed

  • Home (Landing)
  • Client Home
  • My HomeQual Plan
  • My Presentation View
  • Ask Qualy (floating chat)

Denied

  • Dashboard / Agent Dashboard
  • Clients (Lead lists)
  • Reports
  • Marketing Tools
  • Mortgage Performance
  • HomeQual Operations
  • All Agent Tools
  • QA Test Center
7

Direct URL Testing

Test these routes directly by pasting the URL while logged in as each role. Verify that role-based access control works as expected.

Client-Safe Routes

  • /Home (Landing)
  • /ClientHomeClient Home
  • /MyHomeQualPlanMy HomeQual Plan
  • /ClientSuccessPlanViewMy Presentation View

Internal Staff Routes

  • /AgentDashboardAgent Dashboard
  • /DashboardDashboard
  • /AgentPortalHomeAgent Portal Home
  • /AgentProfileAgent Profile
  • /Marketing?tab=toolsMarketing Tools
  • /IntelligenceLabConsumer Plan Hub (FastTrack)
  • /OpportunityIntelligenceOpportunity Intelligence
  • /ReportsReports
  • /ClientPresentationCenterClient Presentation Center
  • /ClientSuccessPlanBuilderClient Success Plan Builder
  • /ImportLeadsImport Leads
  • /ListingAppointmentBuilderListing Appointment Builder
  • /SellerNetSheetProSeller Net Sheet Pro
  • /BuyerConsultationBuilderBuyer Consultation Builder
  • /AgentGrowthBlueprintAgent Growth Blueprint
  • /RevenueProtectionPlannerRevenue Protection Planner

Admin/Advisor Routes

  • /MortgagePerformanceDashboardMortgage Performance Dashboard
  • /AdminLeadsAdmin Leads (Full Lead DB)
  • /AdvisorCRMAdvisor CRM
  • /InviteAgentInvite Agent
  • /HomeQualOperationsHomeQual Operations

Admin-Only Routes

  • /QATestCenterQA Test Center
  • /PrePilotSecurityGatePre-Pilot Security Gate (RT-8 + Runtime Matrix)
8

Qualy Test Scenarios

MessageExpected Behavior
"I'm buying my first home."Routes to Buyer journey context; Qualy explains HomeQual process and offers to connect with an agent.
"I want to refinance."Routes to Refinance context; Qualy explains Refinance Roadmap (no mortgage rate advice per guardrails).
"I need an agent."Qualy identifies as virtual assistant, offers agent connection or intake flow.
"Can someone call me tonight?"Triggers Human Connection flow; creates AdvisorCase for callback; advisor sees it in Today's Priorities.
"What presentation should I review?"Qualy references the client's assigned presentation from context memory.
"Who is my agent?"Qualy resolves agent identity from the client's lead record.
"What should I do next?"Qualy references journey stage and surfaces next-step guidance from the Roadmap.
"What documents do I need?"Qualy provides journey-stage-appropriate document guidance; escalates to advisor for specifics.

Note: Qualy includes a mandatory 1.5s processing delay to simulate natural interaction pace. Qualy resolves conversation references (it, this, that) from context memory rather than searching knowledge bases blindly.

9

Security Test Checklist

TestExpected Outcome
Key Realty agent opening INC Realty client URLAccess Denied — RLS blocks cross-tenant lead reads
Client opening /Reports URLAccess Denied — internal-staff route
Client opening /IntelligenceLab URLAccess Denied — internal-staff route
Client opening /MortgagePerformanceDashboard URLAccess Denied — admin/advisor route
Agent opening /MortgagePerformanceDashboard URLAccess Denied — admin/advisor route
Agent opening /QATestCenter URLAccess Denied — admin-only route
Agent opening /HomeQualOperations URLAccess Denied — admin/advisor route
Brokerage Admin (Key) opening INC Realty clientAccess Denied — RLS cross-tenant block
Client A opening Client B's presentationAccess Denied — RLS blocks non-owned presentations
Agent opening another agent's clientAccess Denied — RLS blocks non-assigned leads
10

Known Limitations

  • Test data must be seeded via QA Test Center before agent assignments appear (Seed Test Data button).
  • Invited users must accept their invitation email and sign up before their User record exists; roles are set to "user" by default and must be corrected by an admin after acceptance.
  • Test client accounts (role: user) are only created when the invitee accepts — the invitation email link must be used (not the general sign-up page) to avoid role issues.
  • Outbound email is suppressed for all test records (is_test/is_demo flagged); no real emails or SMS are sent from QA data.
  • Qualy responses include a mandatory 1.5s processing delay to simulate natural interaction pace.
  • Mortgage-specific performance metrics, revenue, and adoption scores are hidden from the standard Agent view.
  • The "Access App" link in invitation emails opens the homepage; invited agents should use the AGENT PORTAL button after logging in.
11

Final QA Status

QA ENVIRONMENT NOT READY

Remaining setup steps:

• Agents: Invite and accept all 3 test agent accounts (Jennifer Keytest, Michael Inctest, HQ Direct Agent). An admin must confirm each role is set to "agent" after acceptance.

• Staff: Invite and accept the Admin, Advisor, and 2 Brokerage Admin accounts.

• Client Accounts: Invite and accept all 6 client accounts (role: user).

• Test Data: Open QA Test Center → click "Seed Test Data" to create all 10 test leads, clients, presentations, and activities.

Authentication method: Secure platform invitation links (email-based). Passwords are set by each invitee during account activation — the platform does not generate or expose temporary QA passwords. All test communication is suppressed (no real emails/SMS sent).

HomeQual Platform — QA Access Package · Generated October 6, 2026

All QA data is flagged (is_test/is_demo) and excluded from production analytics. Do not use production credentials.

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