Find the Deal Before Anyone Lists It
Maturing loans pulled out of the public record overnight, scored against what closed for you last year.
It runs in the systems you already have
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Google Drive
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Salesforce
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Slack
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Google Sheets
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HubSpot
Public Records Lead Sourcing, once it is built.
You ask in your own words. It does the work in the systems that already hold it, and tells you what it changed.
Anything in last night's filings?
Swept the county records overnight. Four match what closed for you last year:
- Maturing note, $2.1m, 14 months out — matches your Brennan close
- Maturing note, $840k, 9 months out — same submarket as Voss
- Two more at lower fit, in the brief
Enriched and ranked. Whether and how to approach anyone is entirely yours.
Connect, describe, run.
The same three steps whatever the process is.
- 01
Connect
The agent is wired into the systems the work already lives in. Nothing moves and nobody learns a new tool.
- 02
Build
The rules are described rather than drawn, in the words you already use to make the call.
- 03
Run
It runs on its own and hands back the decisions that need a person. The handover is designed, not left over.
More of the work this frees up.
Inbound Lead Triage
Every inbound read the moment it arrives, ranked by what it is worth, with the rest already moving.
Go to use caseLead Scoring and Enrichment
Public signal, referral path and deal shape, weighed against your criteria rather than a vendor's tier.
Go to use caseProposal Generation
A proposal drafted from the call you just finished, using the language of the ones you already closed.
Go to use case
Questions