📋 Harvey Daily Summary — 2026-03-25

🔧 What I worked on:
• Prepped Mike for mortgage broker call with Walter (~2pm) — full analysis of all-in-one mortgage vs standard variable + HELOC, rate gap breakdown, and 5 key questions to ask
• Channel memory files updated across all platforms (Telegram, Discord, Slack)
• Memory sweep crons running normally throughout the day

💬 Conversations:
• telegram-personal: Mortgage broker (Walter) call prep — analyzed all-in-one mortgage pitch, flagged ~$20K/yr rate premium, recommended standard variable + HELOC instead
• slack-customer-service: Earlier CS thread confirmed resolved by Abigael; Cara Matthew case still in progress (draft needs revision — Mike flagged it as too passive)
• discord-strategy: NMC Strategy v1.2 under Mike's review, awaiting feedback for v1.3

✅ TODOs updated:
• Walter call happening today ~2pm — Mike to report back with what was offered
• Cara Matthew revised draft still needs Mike's approval before Abigael sends
• Cleaner ETA / "On the Way" notification system captured as planned project

⚠️ Needs your attention:
• How did the Walter call go? What rates/products did he offer? Need debrief to compare against Harvey's analysis
• Cara Matthew response draft — still waiting on your revised approval so Abigael can send
• Social media posting — you acknowledged the gap on Mar 24 but haven't confirmed if you want Harvey to batch posts
• NMC Strategy v1.2 feedback — still outstanding, blocking v1.3
• Goal-setting session keeps getting deferred — want to lock 30 min this week?