# DRE Portal Live Fixes Checklist

Session: Jul 8, 2026 — Germaine identified 5 issues on portal.debtrecoveryexperts.com.
All five are recurring patterns likely to resurface after rebuilds or new mockups.

## The 5 Bug Pattern

| # | Issue | Checking |
|---|-------|----------|
| 1 | **Client Dashboard link** goes nowhere or points wrong | Nav link href goes to `/login.html` or a real path, not `/dre-client-dashboard.html` if the file is served from a different root |
| 2 | **No portal login exists** | `/login.html` must exist in the public web root (not internal) |
| 3 | **"Log in" link broken** | Both the nav link AND the footer link ("Already have an account? Log in") must point to `/login.html` |
| 4 | **Document upload doesn't work** | Must have real `<input type=\"file\">` + drag/drop JS + file list rendering |
| 5 | **Agent DRE too verbose** | Responses must be elevator pitch style, not numbered process steps |

## Document upload requirements

A decorative `<div>` with drop-zone styling is not enough. Full requirements:

- Hidden `<input id="file-input" type="file" multiple accept=".pdf,.jpg,.jpeg,.png,.doc,.docx">`
- Click handler on drop zone → `fileInput.click()`
- Drag/drop event listeners: `dragover`, `dragleave`, `drop` with visual feedback (amber border, amber-50 bg)
- File list rendering with remove buttons
- 20MB size limit per file with alert

## Agent DRE elevator pitch style

When asked "how this works" or similar, respond with ONE conversational sentence ending in a follow-up question, not a numbered process list.

| Trigger | Response pattern |
|---------|-----------------|
| "how it works" | \"We handle recovery from start to finish — submit your claim, we send a demand, and keep escalating until you get paid. Most claims resolve in 15-30 days.\" |
| "fees" | \"We only get paid when you do. Fees start at 20% and scale up based on effort. Use the Fee Calculator to see your net.\" |
| "documents" | \"The basics: contract, invoices, and any correspondence about the unpaid amount. Submit what you have and we fill in the gaps.\" |

## Login page pattern (SSO-only gateway)

The DRE portal login at `/login.html` follows this exact structure:

1. SSO button linking to `internal.debtrecoveryexperts.com` (Cloudflare Access protected)
2. "or" separator
3. "New customer? Submit a claim to get started →" link back to `/`
4. Support email link at bottom: `mailto:dre@debtrecoveryexperts.com`

No username/password fields. Cloudflare Access handles auth.

## Caddy root fallback

On `portal.debtrecoveryexperts.com`, the Caddy config has:
```
try_files {path} /debt-recovery.html
```
This means the root URL `/` serves the intake form, not a login page. New visitors see the claim form first.
