Luna AI
Not Luna CRM. Luna is Jose's contact router.
Luna should receive a message, understand whether the person belongs to PMAFin, SolVida, OptFin, JoseDiaz.ai, or a personal lane, and send Jose a useful follow-up package.
Message Jose through Luna
Give Luna enough context to route correctly.
Dev route only. Backend secret: aws-secrets://josediaz/luna/contact-router/dev.
CRM universe
JoseDiaz.com should merge, not duplicate, the CRMs.
Purchase and borrower contacts route to PMAFin first when a PMA relationship exists.
Refinance and cash-out notes route to PMAFin with timing, property, and objective context.
DSCR investor contacts route to PMAFin with property and rental logic tags.
Builder, AI, and website work routes to SolVida before Jose creates a personal follow-up.
Optimization and research collaborators route to OptFin.org evidence and academic memory.
Friends, family, and personal contacts stay in Jose's personal AI lane.