Riley Smith Group

RSG-OS — Build Progress

Phase-by-phase progress on RSG's own operating system. Click any phase to expand.

1 / 9
Phases shipped
Current-phase features
5
Updates this week
22
Days since kickoff
Tech stack
Next.jsTypeScriptTailwind CSSSupabaseVercelAnthropic ClaudeMonday.comSlackGmailQuickBooks

Phases

0Foundation & Build Progress
Shipped

For: Mike, Riley, Kelly

Stand up the project itself: the codebase, the deploy pipeline, and this very page — so leadership can watch progress from week one. No business features yet; this is the runway.

  • This roadmap pagePRD §3.5
    Shipped

    The page you're reading. A live, always-current view of what's been built and what's coming next.

    shipped May 27, 2026

    Technical detail

    Next.js App Router page at /roadmap, server-rendered, content from lib/roadmap-data.ts (no database). Progressive disclosure via native <details> elements. noindex/nofollow for link-only sharing. Live at rsg-os.vercel.app/roadmap.

  • Project scaffold + deploy pipelinePRD §3.5.3
    Shipped

    The technical foundation everything else is built on, plus automatic deployment so changes go live within minutes.

    shipped May 27, 2026

    Technical detail

    create-next-app (TypeScript + Tailwind + ESLint + App Router + src dir). Node 24 LTS. Repo: Riley-Smith-Group/rsg-os (private). Vercel auto-deploy from main — live and verified.

  • Custom domain (os.rileysmithgroup.com)PRD §3.5.3
    Shipped

    RSG-OS now lives at its own branded address: os.rileysmithgroup.com.

    shipped May 27, 2026

    Technical detail

    CNAME os → cname.vercel-dns.com on Cloudflare (DNS-only). Vercel domain verified, misconfigured: false, SSL auto-issued.

1Transaction Coordinator System
Horizon

For: Elizabeth (Transaction Coordinator)

Make Elizabeth's day dramatically easier. The #1 win — identified directly from her own words — is automating the chasing of missing documents. Plus contract-date extraction, the commission engine, and cross-board data inheritance.

  • Document compliance checklist + auto-follow-upPRD §4.3.1
    Horizon

    Every deal gets a clear checklist of required documents. The system automatically reminds agents about what's missing, so Elizabeth stops chasing paperwork by hand.

  • Contract → critical-date extractionPRD §4.4
    Horizon

    Upload a contract; the system reads it and calculates every critical date (inspection, financing, closing) — with the Florida calendar rules applied and every date's math shown so it's trustworthy.

  • Commission enginePRD §4.5
    Horizon

    Computes Company Dollar and agent payouts across all 7 tier structures, lead-source splits, sub-team deals, and FTC fees. Already validated against real closed deals.

  • Cross-board data inheritance (double-sided deals)PRD §4.3.2
    Horizon

    When RSG holds both the listing and the buyer side, seller info auto-fills from the listing. No more re-typing the same data.

  • Asset Finder (internal pilot)PRD §4.6
    Horizon

    Ask for a marketing asset in plain language and get it back. The first taste of the per-agent AI assistant coming in Phase 4.

2Marketing Hub or ISA Cockpit
Horizon

For: Marketing or Sales (order TBD)

Either the marketing operations hub or the AI-assisted lead-gen cockpit comes next. Order decided after Phase 1 ships. The data leans toward ISA-first, since lead generation is both the biggest revenue lever and currently the weakest engine.

3ISA Cockpit or Marketing Hub
Horizon

For: Sales or Marketing (the other one)

The counterpart to Phase 2.

4Per-Agent AI Concierge
Horizon

For: All 32 agents

The strategic prize. A personal AI assistant for every RSG agent — drafts emails, publishes social posts, finds assets, summarizes their inbox, helps with contracts. Built once, deployed to all, gets smarter from collective use. No other Miami team has this.

5Executive Command Center
Horizon

For: Mike, Riley

The President's overview: every KPI, every department scorecard, every employee's 'winning the day' status on one screen. A native EOS scorecard tool, fed by years of data the system has been quietly collecting since Phase 1.

6In-House Financials
Horizon

For: Finance, Mike

Bring bookkeeping in-house with faster P&L turnaround. Compass remittance flows automatically into QuickBooks.

7Client-Facing Dashboard
Horizon

For: End-clients (via agents)

A live transaction page agents can share with their buyers and sellers — critical dates, milestones, and parties, always current.

8RSG-OS Native CRM
Horizon

For: RSG operations

The long-term consolidation: replace the Monday CRM with one native to RSG-OS. Deliberately last — we don't replace what's working until there's clear leverage.

Recent activity

  1. Phase 0 complete — RSG-OS is live at os.rileysmithgroup.com.

    Custom domain configured on Cloudflare + Vercel with SSL. The foundation is in place: codebase, deploy pipeline, and a build-progress page leadership can follow. Next: Phase 1 — Elizabeth's transaction system, starting with the document-compliance auto-follow-up she asked for.

  2. Roadmap page is LIVE at rsg-os.vercel.app.

    Deployed to Vercel and serving the first version of this page.

  3. Project scaffolded — RSG-OS is now a real application.

    Next.js + TypeScript + Tailwind initialized. Node 24 LTS installed. This roadmap page went live as the first shippable artifact, exactly as planned in PRD §3.5.

  4. Sprint A (discovery) complete. Department scorecards locked the KPI model.

    Mike shared RSG's real EOS scorecards. Confirmed Company Dollar (not GCI) as the primary metric, the four 2026 North Star goals, and that Elizabeth's compliance-checklist measurable is blocked on the very feature Phase 1 builds first.

  5. Elizabeth's discovery questionnaire identified the #1 Phase 1 feature.

    She gave the same answer to four different questions: automate the chasing of missing documents. That became Phase 1's top priority over the contract-date extractor.

  6. Commission math validated against 5 real closed deals — matches to the cent.

    Pulled real Payouts records from Monday, ran them through the drafted formulas. Confirmed the 7 tier structures, the 45/40 lead-source splits, and rental parity. One correction made (in-between-split threshold is agent net, not GCI).

  7. Project kicked off. PRD v0.1 + repo created.

    Inspired by MORE Agency's MAOS. Locked the architecture (custom app from day 1), the identity principle (agents are our clients), and the phase plan.