Cluse & Co dev preview · Finance Lab templates
FINANCELAB
The Money Specialists
Email theme reference set.
5 variant templates · 7 populated examples · FL Blue chrome · Barlow + Jost · auto-injected ACL/CRN footer

The full Finance Lab email theme reference. Each variant has a populated worked example demonstrating the chrome at production polish. Borrower names anonymised to initials; production runs pull live PII from Mercury at runtime.

Brand source: Finance Lab Style Guide April 2026 — FL Blue #081D4D + FL Grey #A7A9AC + Barlow (URW DIN proxy) + Jost (Neutra Text TF proxy) via Google Fonts.

Production-validated
dashboard approved
Sent 2026-05-05 16:40 ACST
Mercury Pipeline Analysis — May 2026 MTD
Monthly executive snapshot. 8 sections — Executive summary, Headline KPIs, Pipeline by stage, Settlements MTD vs prior month vs forecast, New opportunities intake, Lender mix, Anticipated next 30 days, Insights. The reference shape for any future FL dashboard producer.
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Variant reference set
brief
Compact, one-screen pulse
Mercury Daily Heartbeat — Wednesday 6 May 2026
Yesterday's movement (3-tile KPI row), today's expiries (3 borrowers), top 5 calls for today, tomorrow + this-week preview. Designed for daily Mon–Fri 06:30 ACST fire.
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digest
Categorised priority list
Weekly FL Pulse — Monday 11 May 2026
Triage by category — HIGH 3 (action this week) / MEDIUM 4 (watch) / FYI 5 (no action). Each item carries a from-line, subject, why-it-matters, and an open-link CTA. Inline alert-tag and note-tag chips signal status.
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alert
Single critical signal
FR Expiry Cluster — Tuesday 5 May 2026
Triggered alert — $3.18M in fixed-rate expiries hit this week across 6 borrowers. Red alert banner lead, named borrower table with expiry dates, FL Blue CTA button to the call list, alert-callout for the reversion-impact dollar figure.
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system-summary
Automation run report
Mercury → AC Sync — May 2026 Run
Monthly automation summary — 4,377 contacts processed, 73 new, 412 tag updates, 0 errors. 3-tile counter row, change-by-category table with delta-pos / delta-neg / delta-flat flags, three callouts (rec / rec / warn), errors block, next-run scheduled line.
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Mercury Pipeline Insights cadences
dashboard
Named action lists
Mercury Insights — Daily cadence example
From the [mercury-pipeline-insights] skill — daily action-list-driven format with named call list (top 5–10 ranked), today's expiries detail, 7–30 day expiry view. Sister to the daily-heartbeat brief, but longer and more action-oriented.
Open render →
dashboard
Weekly action plan
Mercury Insights — Weekly cadence example
Week-ahead operating plan with last-7-days movement, named transitions table, week-ahead expiries, refi candidates from the May 2024 cohort, broker workload, lender mix, top-15 call list for the week. Ships every Monday.
Open render →
Cluse & Co · Finance Lab template reference set · 5 May 2026
All renders use FL Blue #081D4D + FL Grey #A7A9AC, Barlow + Jost via Google Fonts, anonymised borrower initials, and auto-inject the ACL 366541 / CRN 425945 compliance footer. Brand source: Finance Lab Style Guide April 2026.