Operations

Data Health

Live status for every production-facing feed. Manual rows are customer-entered or legally gated sources and are not filled with fake data.

Live Sections
0
Needs Source / Review
20
Total Records
10,252
Data freshness controls

Board-ready live data proof by module

Last successful run, expected cadence, stale threshold, and 30-day run history are visible before bankers trust a “new this week” claim.

0
Current
15
Stale
33%
30d uptime
New Business Filings
3,651 records
Stale
Last run: 5/24/2026, 1:31:23 PM
Cadence: Nightly 7:00 PM Central
21d old · stale after 3d · 4/7 successful runs
0 added this week · Public/permitted
New Movers
0 records
Stale
Last run: 5/24/2026, 1:32:20 PM
Cadence: Nightly 7:40 PM Central after approved provider connection
21d old · stale after 3d · 2/2 successful runs
0 added this week · Licensed/vendor
Probate & Estate Leads
25 records
Stale
Last run: 5/24/2026, 1:32:19 PM
Cadence: Nightly 7:55 PM Central after approved probate source connection
21d old · stale after 3d · 1/1 successful runs
0 added this week · Licensed/vendor
SBA Loan Approvals
458 records
Stale
Last run: 5/24/2026, 1:31:23 PM
Cadence: Daily with public-data refresh
21d old · stale after 3d · 4/7 successful runs
0 added this week · Public/permitted
New Homebuyers
25 records
Stale
Last run: 5/3/2026, 2:09:11 PM
Cadence: Nightly derived refresh; replace with licensed deed/property source
42d old · stale after 3d · 0/0 successful runs
0 added this week · Derived/cohort
Mortgage & Maturity Intelligence
375 records
Stale
Last run: 5/11/2026, 9:38:01 AM
Cadence: Nightly exact-record import starting 7:00 PM Central; HMDA public file checked nightly
34d old · stale after 3d · 0/0 successful runs
0 added this week · Licensed/vendor
License Approvals
877 records
Stale
Last run: 5/24/2026, 1:31:23 PM
Cadence: Nightly 7:00 PM Central
21d old · stale after 3d · 4/7 successful runs
0 added this week · Licensed/vendor
Nonprofit 990 Tracker
25 records
Stale
Last run: 5/3/2026, 2:09:11 PM
Cadence: Nightly derived refresh; replace with IRS XML importer
42d old · stale after 3d · 0/0 successful runs
0 added this week · Derived/cohort
Unified Market Intelligence
1,677 records
Stale
Last run: 5/25/2026, 12:30:27 AM
Cadence: Nightly 7:00 PM Central; social intelligence connector checks at 7:30 PM Central
20d old · stale after 3d · 6/11 successful runs
0 added this week · Public/permitted
UCC Filing Tracker
25 records
Stale
Last run: 5/24/2026, 1:31:15 PM
Cadence: Nightly 7:50 PM Central after approved UCC source connection
21d old · stale after 3d · 1/1 successful runs
0 added this week · Licensed/vendor
Competitor Intelligence
233 records
Stale
Last run: 4/30/2026, 9:39:26 PM
Cadence: Nightly 7:00 PM Central for BankFind refresh; SOD report period updates annually after FDIC publication
44d old · stale after 3d · 0/0 successful runs
0 added this week · Public/permitted
Market Gap Report
138 records
Stale
Last run: 5/3/2026, 2:09:11 PM
Cadence: Nightly derived refresh
42d old · stale after 3d · 0/0 successful runs
0 added this week · Derived/cohort
Referral Partner Manager
3 records
Stale
Last run: 5/3/2026, 2:09:11 PM
Cadence: Real time / nightly derived refresh
42d old · stale after 3d · 0/0 successful runs
0 added this week · Derived/cohort
Business Anniversaries
2,190 records
Stale
Last run: 5/3/2026, 2:09:11 PM
Cadence: Nightly derived refresh
42d old · stale after 3d · 0/0 successful runs
0 added this week · Derived/cohort
AI Call Script Generator
500 records
Stale
Last run: 5/3/2026, 2:09:11 PM
Cadence: Nightly/on demand
42d old · stale after 3d · 0/0 successful runs
0 added this week · Derived/cohort
CRM Integrations
0 records
Not connected
Last run: Not connected
Cadence: Manual customer setup
No timestamp · stale after 30d · 0/0 successful runs
0 added this week · Bank-provided
Operator SLA: daily feeds should alert after 3 days stale; weekly/provider feeds alert after 7-8 days.Open Data Health

Free/Public Source Pipeline

Free sources
9
Active / ready
8
Paid gaps
2
Spend rule
Use free/public records to identify and explain the lead first; buy phone/email or mover data only for high-score, unsuppressed records selected for banker outreach.
DepositLeads should collect lawful public records first, then reserve paid enrichment for the few records a banker is actually going to work.
SourceCategoryPriorityCostFieldsHow We Get ItLegalityBanker UseLimitsNext Step
Arkansas Secretary of State filingsBusiness formationsactiveFree public sourceEntity name, filing date, entity type, registered address, statusNightly public-source collector and source-attributed promotion pipelinePublic business registry records; business-account outreach with attribution and opt-out controlsPrimary signal for new operating accounts, merchant services, treasury setup, and first-call scriptsDoes not reliably include owner phone/email; enrichment should be gated by Contact QAKeep nightly refresh active and deduplicate by normalized entity, county, and filing date
SBA 7(a) / 504 public loan dataFinancing signalsactiveFree public federal dataBorrower, lender, approval date, loan program, amount where available, business addressScheduled SBA public-data import and lead promotionPublic federal loan data; relationship marketing only, no credit eligibility claimsOperating-account, treasury, insurance reimbursement, and competitor-lender contextPublic SBA data usually lacks direct phone/email; use direct mail or approved enrichmentRefresh cadence monitoring and lender-to-FDIC matching
FDIC BankFind / Summary of DepositsCompetitor intelligenceactiveFree public federal dataInstitution, branch/deposit market share, FDIC certificate, geographyNightly public FDIC importPublic bank regulatory data; market planning only, not a CRM-eligible lead sourceCompetitor displacement framing, territory strategy, and known-lender matching confidenceCannot identify a prospect's primary bank by itselfStore last successful FDIC pull timestamp and expose confidence on profiles
Public UCC filingsSecured-party intelligenceready to activateOften free to search; bulk files may carry state/provider feesDebtor, secured party, filing/lapse dates, collateral text where availableState bulk export, reviewed CSV, or public search where terms allow automationPublic commercial filings; relationship context only, not credit decisioningKnown lender, equipment-finance timing, treasury review, and competitor displacement playsState portals vary; bulk access and automation terms must be reviewed before ingestionEnable Arkansas UCC source terms review and import once an approved URL/export is available
County deed / mortgage recorder recordsProperty and lendingmanual reviewCounty-dependent; sometimes free search, often paid bulk/APIGrantor/grantee, borrower, lender, recording date, instrument type, property addressCounty recorder portals or licensed property provider when public bulk access is not practicalPublic recorder data or licensed property data; mortgage compliance copy requiredBusiness borrower lender matching, CRE opportunities, mortgage maturity context, and property relationship graphCounty coverage is inconsistent; exact payoff data is not public and requires borrower authorizationPilot Pulaski County recorder terms before buying ATTOM/ICE/DataTree
City/county permits and licensesExpansion signalsactiveFree public/open-data portals where availableBusiness/license name, permit type, issue/renewal date, location, agency sourceOpen-data, ArcGIS, and public agency source collectorsPublic permit/license data; event must be labeled as update/renewal when not a formationExpansion, operating account, merchant, payroll, and direct-mail triggersOften lacks contact fields; schools/hospitals/nonprofits need careful event copyContinue source-label normalization and Contact QA screening
Public RSS, local news, and agency announcementsMarket intelligenceactiveFree public feeds; optional paid listening laterHeadline, URL, publication date, source, extracted business/entity mentionPUBLIC_NEWS_RSS_FEEDS, public announcements, federal award feeds, and non-business noise filteringPublic web content with attribution; no logged-in scraping, private groups, or personal profilesOpening lines, expansion/hiring/new-location alerts, market briefings, and relationship graph mentionsEntity matching must reject publishers, sports, national noise, and unmatched articlesAdd vetted business journals, chambers, economic-development agencies, press wires, and local newspaper feeds before buying paid listening
Business websites and contact pagesContact discoveryready to activateFree public web review; API/search usage may be meteredWebsite, contact form URL, published business phone/email, hours, service categoryEntity-domain matching, public contact-page fetch, and wrong-domain rejectionPublic business contact information; no private account, login, or personal-profile scrapingConvert pending leads into website-review or call-ready records without buying skip-trace dataWrong-entity matches are high-risk; generic platform/support emails must be rejectedPrefer exact entity/domain matches before any paid phone/email append
FTC National DNC area-code accessSuppressionready to activateFirst 5 area codes free; additional area codes require FTC feeDNC suppression by area codeAuthorized FTC Telemarketing Sales Rule access and bank policy workflowCompliance screening for calling workflowsBlock restricted phone outreach before call queue, CRM push, or exportDNC access does not make a phone number valid; it only screens call permissibilityActivate free local area codes before purchasing broader suppression coverage
Licensed phone/email appendPaid gappaid gapPaid vendor only; reserve for highest-value leadsBest phone, best email, validation status, source confidence, last verified dateBatchData, Melissa, Data Axle, People Data Labs, Trestle, or similar providerLicensed data append with suppression, TCPA/DNC, bank policy, and no FCRA prescreeningTurn the daily top 10-25 qualified records into call-ready leadsThis is the expensive part; do not enrich low-score, suppressed, duplicate, or bad-fit recordsUse paid append only after Data Trust, duplicate, suppression, and competitor checks pass
Licensed new mover recordsPaid gappaid gapPaid licensed provider; free public substitutes are not equivalentMover name, new address/ZIP, move date, household/contact append where licensedUSPS/NCOA-compatible provider or consumer-permitted mover vendorLicensed mover data under provider terms; strict suppression and use-policy reviewNew household onboarding, direct deposit, autopay, mortgage referral, and branch welcome playsUSPS NCOALink data is controlled through licensed providers; do not attempt to recreate it by scrapingKeep aggregate mover state honest until an approved licensed mover feed is connected

Operational Feed Status

Scroll table sideways to view every feed column.
SectionStatusRecordsLast RefreshPulledEnrichedErrorsCounty CoverageWarningsNextSourceActions
New Business Filings
Operator alert: New business filings is 21 days old. Retry or backfill before beta/customer outreach.
Stale3,6515/24/2026, 1:31:23 PM3,651Contact append trackedStale feedBank territory scopedRefresh overdueNightly 7:00 PM CentralPromoted business, permit, federal award, and state-source leads
New Movers
Operator alert: Mover feed is 21 days old. Retry or backfill before beta/customer outreach. Estimated mover cohorts are not counted or shown as leads. No individual mover personal data is stored until MOVER_PROVIDER_URL or MOVER_CSV_URL is connected.
Empty05/24/2026, 1:32:20 PM0Source-onlyNo recordsBank territory scopedNoneNightly 7:40 PM Central after approved provider connectionLicensed mover or USPS/NCOA-compatible provider records
Probate & Estate Leads
Operator alert: Probate feed is 21 days old. Retry or backfill before beta/customer outreach. No reviewed probate source is connected yet. Set PROBATE_PROVIDER_URL or PROBATE_CSV_URL after legal/source-terms review.
Stale255/24/2026, 1:32:19 PM25Source-onlyStale feedBank territory scopedRefresh overdueNightly 7:55 PM Central after approved probate source connectionReviewed county probate feed or licensed probate provider export
SBA Loan Approvals
Operator alert: SBA feed is 21 days old. Retry or backfill before beta/customer outreach.
Stale4585/24/2026, 1:31:23 PM458Source-onlyStale feedBank territory scopedRefresh overdueDaily with public-data refreshSBA.gov public data and promoted live tables
New Homebuyers
No individual buyer personal data is stored until a reviewed source is connected.
Stale255/3/2026, 2:09:11 PM25Source-onlyStale feedBank territory scopedRefresh overdueNightly derived refresh; replace with licensed deed/property sourceEstimated aggregate homebuyer cohorts from live lead density
Mortgage & Maturity Intelligence
Exact borrower/property records appear for Intelligence+ workspaces in matching territories. Contact coverage depends on approved skip-trace entitlement and DNC/TCPA suppression.
Stale3755/11/2026, 9:38:01 AM375Contact append trackedStale feedBank territory scopedRefresh overdueNightly exact-record import starting 7:00 PM Central; HMDA public file checked nightlyPropMix/property public-record API, county recorder feeds, and HMDA fallback
License Approvals
Operator alert: License feeds is 21 days old. Retry or backfill before beta/customer outreach.
Stale8775/24/2026, 1:31:23 PM877Source-onlyStale feedBank territory scopedRefresh overdueNightly 7:00 PM CentralArkansas public permit/license feeds
Nonprofit 990 Tracker
Safe IRS source identified; current rows are clearly estimated until organization-level import is connected.
Stale255/3/2026, 2:09:11 PM25Source-onlyStale feedBank territory scopedRefresh overdueNightly derived refresh; replace with IRS XML importerEstimated nonprofit treasury cohorts; IRS Form 990 source identified
Unified Market Intelligence
Operator alert: Market intelligence signals is 20 days old. Retry or backfill before beta/customer outreach. Social signals are imported only from configured public RSS/Atom feeds or approved provider APIs. No logged-in scraping, private groups, personal profiles, or direct messages are used.
Stale1,6775/25/2026, 12:30:27 AM1,677Source-onlyStale feedBank territory scopedRefresh overdueNightly 7:00 PM Central; social intelligence connector checks at 7:30 PM CentralArkansas Business, ArkansasOnline, USAspending, ADEQ, SBIR, public announcements, and approved public social/listening feeds
UCC Filing Tracker
Operator alert: UCC feed is 21 days old. Retry or backfill before beta/customer outreach. No reviewed UCC source is connected yet. Set UCC_PROVIDER_URL or UCC_CSV_URL after source terms review.
Stale255/24/2026, 1:31:15 PM25Contact append trackedStale feedBank territory scopedRefresh overdueNightly 7:50 PM Central after approved UCC source connectionReviewed state UCC filing feed or licensed UCC provider export
Competitor Intelligence
Operator alert: FDIC competitor feed is 44 days old. Retry or backfill before beta/customer outreach. The refresh timestamp shows when DepositLeads last pulled FDIC data. Branch deposit market-share figures are FDIC Summary of Deposits annual June 30 data, not quarterly deposit movement.
Stale2334/30/2026, 9:39:26 PM233Source-onlyStale feedBank territory scopedRefresh overdueNightly 7:00 PM Central for BankFind refresh; SOD report period updates annually after FDIC publicationFDIC BankFind public data and annual FDIC Summary of Deposits
Market Gap Report
These are businesses in your footprint with no identified banking relationship. Cold outreach here has no competitive risk - be first.
Stale1385/3/2026, 2:09:11 PM138Source-onlyStale feedBank territory scopedRefresh overdueNightly derived refreshDerived from promoted production leads
Referral Partner Manager
Estimated cohorts highlight missing referral programs; real partners remain customer-entered.
Stale35/3/2026, 2:09:11 PM3Source-onlyStale feedBank territory scopedRefresh overdueReal time / nightly derived refreshEstimated referral-network cohorts plus bank-entered partners
Business Anniversaries
A business anniversary is a natural relationship touchpoint. Send a handwritten note or personal call - not an automated email.
Stale2,1905/3/2026, 2:09:11 PM2,190Source-onlyStale feedBank territory scopedRefresh overdueNightly derived refreshDerived from live lead formation dates
AI Call Script Generator
Claude-powered opening scripts using entity type, industry, county, formation date, and news context.
Stale5005/3/2026, 2:09:11 PM500Source-onlyStale feedBank territory scopedRefresh overdueNightly/on demandDerived from live leads and opportunity scoring
CRM Integrations
No fake CRM connections are inserted.
Manual0-0Source-only0 activeBank territory scopedManual setupManual customer setupCustomer OAuth connections
Gen Z Banking Leads
No under-18 personal records are stored; cohorts route to parents/guardians only.
Stale255/3/2026, 2:09:11 PM25Source-onlyStale feedBank territory scopedRefresh overdueNightly derived refresh; replace with reviewed public announcementsEstimated aggregate, parent-routed Gen Z cohorts
Family Life Events
Aggregate parent/family opportunities without individual household data.
Stale255/3/2026, 2:09:11 PM25Source-onlyStale feedBank territory scopedRefresh overdueNightly derived refresh; replace with reviewed public recordsEstimated aggregate family banking cohorts
Competitor Rate Monitor
Rate movement is market context only. Do not imply private knowledge of customer rate shopping or promise best-rate pricing.
Empty0-0Source-onlyNo recordsBank territory scopedNoneDaily 6:10 AM Central after approved source terms reviewApproved competitor official rate pages, bank-provided snapshots, or reviewed rate aggregator feeds
Daily Banker Email Blast
No banker blast has been sent yet. Enable recipients in Settings, then use retry to run a dry-run operational check.
Manual0-0Source-only0 activeBank territory scopedManual setupDaily 8:00 AM Central after nightly feed refreshInternal banker digest built from contact-ready lead scoring and workspace notification settings

Provider Marketplace

Approved integration paths with cost, coverage, legal basis, confidence, and runtime configuration readiness.
ProviderCategoryStatusConfig ReadinessCostCoverageLegalityConfidenceBest UseActivation ChecklistSetup
USPS/NCOA-compatible mover feedMover dataneeds credentials
0/1 required keys configured
Missing MOVER_PROVIDER_URL. Feed will stay in not-configured mode until credentials and compliance review are complete.
Licensed provider subscription; terms vary by permitted useNamed mover records with destination ZIP/county, move date, and optional phone/email appendLicensed mover/NCOA-compatible source under provider terms; suppression and permissible-use review requiredHigh when provider supplies exact move date and address/ZIP confidenceReplace aggregate mover estimates with real onboarding leads for direct deposit, autopay, and local banking outreach
Provider contract approved
Permitted-use memo attached
Suppression/DNC screen before export
Configure
State UCC filing feedSecured-party intelligenceneeds credentials
0/1 required keys configured
Missing UCC_PROVIDER_URL. Feed will stay in not-configured mode until credentials and compliance review are complete.
State bulk data fee, licensed provider export, or reviewed CSV/API sourceDebtor, secured party, filing date, lapse/expiry date, collateral text where permittedPublic commercial filing data or licensed provider export; relationship intelligence only, not credit decisioningHigh for secured-party lender signals once source terms and debtor matching are reviewedCompetitor displacement, equipment-credit timing, treasury review prompts, and business borrowing signals
Source terms reviewed
Secured-party lender matching enabled
Displacement language reviewed by compliance
Configure
County probate/provider feedEstate and executor supportneeds credentials
0/1 required keys configured
Missing PROBATE_PROVIDER_URL. Feed will stay in not-configured mode until credentials and compliance review are complete.
County bulk data fee, licensed court-record provider, or reviewed CSV/API sourceEstate, decedent, case number, filing date, county, representative and attorney fields where permittedReviewed public or licensed source only; empathetic executor-service language, no investment pitch or credit prescreeningHigh when case number, county, and filing date are present; contact fields require suppression reviewEstate checking, executor support, wires, document services, and sensitive relationship follow-up
County/source legality reviewed
Sensitive outreach language enabled
Opt-out and suppression path verified
Configure
Google PlacesBusiness contact enrichmentconnected
Required keys configured
Operationally ready once the provider contract, suppression policy, and sample match review are approved.
Pay-per-request API usagePublic business phone, website, hours, and place metadataPublic business profile API under Google terms; no consumer skip tracingHigh for active storefront/service businessesFill missing business phones, websites, and contact-page leads
Entity-name match threshold active
Wrong-domain rejection active
Usage quota monitored
Configure
PropMixProperty and mortgage recordsneeds credentials
0/1 required keys configured
Missing PROPMIX_API_KEY. Feed will stay in not-configured mode until credentials and compliance review are complete.
Trial/licensed API usageProperty owner records, recorder detail when returned, mortgage contact appendLicensed provider; relationship marketing only; no credit decisionsMedium-high where county/property records are returnedConsumer mortgage maturity and property-owner contact workflows
Mortgage compliance copy enabled
No payoff claims without borrower authorization
Consumer/business routing verified
Configure
BatchDataPhone/property appendconnected
Required keys configured
Operationally ready once the provider contract, suppression policy, and sample match review are approved.
Vendor wallet / skip-trace pricingBusiness/property phone append where entitlement is activeLicensed append provider with DNC/TCPA suppression downstreamMedium until API entitlement is confirmedBackfill missing business phones plus mortgage/property contact append after suppression checks
API entitlement confirmed
DNC/TCPA suppression before call queue
Match-confidence threshold configured
Configure
MelissaBusiness and address dataneeds credentials
0/1 required keys configured
Missing MELISSA_API_KEY. Feed will stay in not-configured mode until credentials and compliance review are complete.
Licensed API subscriptionBusiness contact, address verification, household/business appendLicensed data provider; configure permitted-use and suppression workflowHigh for address hygiene and business appendImprove deliverability, phone confidence, and direct-mail address quality
Address hygiene endpoint enabled
Contact append entitlement confirmed
Provider terms stored
Configure
Data AxleBusiness contactsneeds credentials
0/1 required keys configured
Missing DATA_AXLE_API_KEY. Feed will stay in not-configured mode until credentials and compliance review are complete.
Licensed data subscriptionBusiness firmographics, phone, industry, employee/revenue estimatesLicensed B2B data; no consumer credit useHigh for established businessesBackfill business phones/emails and industry classification
B2B-only use confirmed
Industry matching reviewed
Email deliverability guardrails active
Configure
People Data LabsBusiness contactsneeds credentials
0/1 required keys configured
Missing PDL_API_KEY. Feed will stay in not-configured mode until credentials and compliance review are complete.
Licensed API subscriptionCompany enrichment, domains, firmographics, and business contact signals where licensedLicensed B2B data; no consumer credit use or FCRA prescreeningMedium-high once match confidence and suppression rules are tunedBackfill company websites, domains, and business contact context for pending leads
Business-only matching configured
No consumer prescreening use
Suppression screen before activation
Configure
TrestlePhone appendneeds credentials
0/1 required keys configured
Missing TRESTLE_API_KEY. Feed will stay in not-configured mode until credentials and compliance review are complete.
Licensed API usagePhone intelligence and contact validation depending on purchased endpointLicensed contact intelligence; suppression and permissible-use controls required before outreachMedium until endpoint and match fields are verifiedValidate phones and reduce bad-number dispositions before banker calls
Phone validation endpoint enabled
Bad-number feedback loop active
DNC/suppression screen before calls
Configure
Brandwatch / Meltwater / SproutSocial intelligenceneeds credentials
0/1 required keys configured
Missing SOCIAL_INTELLIGENCE_PROVIDER_URL. Feed will stay in not-configured mode until credentials and compliance review are complete.
Licensed social-listening subscription or API exportPublic business social posts, public page mentions, review/news mentions, and campaign/event signalsApproved provider API or customer-authorized export only; no logged-in scraping or personal profilesMedium-high once source terms, keywords, and business matching are configuredDetect openings, hiring, expansion, bad-service reviews, event activity, and competitor displacement signals
Provider terms approved
No logged-in scraping
Business/entity matching reviewed
Configure
Public RSS / Atom social feedsSocial intelligenceneeds credentials
0/1 required keys configured
Missing PUBLIC_SOCIAL_RSS_FEEDS. Feed will stay in not-configured mode until credentials and compliance review are complete.
No platform data fee; source terms review still requiredPublic business pages, blogs, YouTube channels, local community feeds, and permitted social syndication feedsPublic RSS/Atom feeds with attribution; no private groups, DMs, or bypassed access controlsMedium; strongest when each feed is tied to a known business or local sourceLow-cost local signal coverage while a licensed social-listening provider is evaluated
Feed terms reviewed
Attribution preserved
Non-business noise filter enabled
Configure
Credible news RSS / Atom feedsMarket intelligenceneeds credentials
0/1 required keys configured
Missing PUBLIC_NEWS_RSS_FEEDS. Feed will stay in not-configured mode until credentials and compliance review are complete.
No platform data fee; publisher terms still applyBusiness journals, chambers, economic-development agencies, local newspapers, PR wires, and trade publicationsPublic RSS/Atom metadata with attribution; article bodies are not scraped unless explicitly licensedMedium-high when headlines contain a matched business entity or can be linked to a DepositLeads recordCorrelate local openings, hiring, expansions, contracts, awards, real estate, and leadership changes with existing leads
Publisher terms reviewed
Headline/entity matching enabled
Non-bankable topic filter enabled
Configure
ATTOM / ICE / DataTreeMortgage and deed recordsneeds credentials
0/1 required keys configured
Missing PROPERTY_DATA_PROVIDER_URL. Feed will stay in not-configured mode until credentials and compliance review are complete.
Enterprise data licenseNationwide recorder, mortgage, deed, lender, loan term, and property dataLicensed property data; legal review and contract requiredVery high once contractedExact borrower/property maturity dates, lender, origination, and servicer intelligence
Enterprise license approved
Mortgage compliance reviewed
Exact/estimated labels verified
Configure
Salesforce / HubSpot CRMCRM providerready
No required platform keys
Operationally ready once the provider contract, suppression policy, and sample match review are approved.
Customer CRM OAuth; no DepositLeads data feePush eligible leads, notes, follow-ups, and disposition updatesCustomer-authorized OAuth integrationHigh once mappedRoute banker-ready leads into existing sales workflows
OAuth app configured
Field mapping reviewed
Suppression status sync enabled
Configure
Core banking exportsCore bankingready
No required platform keys
Operationally ready once the provider contract, suppression policy, and sample match review are approved.
Customer export/integration effortKnown-customer suppression, product ownership, and conversion feedbackBank-provided first-party data under customer agreementVery high for suppression and ROI measurementSuppress current customers and measure opened accounts
Customer-file transfer approved
Suppression upload tested
ROI conversion mapping reviewed
Configure
DNC / suppression vendorComplianceready
No required platform keys
Operationally ready once the provider contract, suppression policy, and sample match review are approved.
Licensed suppression list/APIDNC/TCPA/opt-out risk markers and customer suppressionCompliance screening and bank policy enforcementHigh when refreshed before outreach/exportPrevent restricted records from calls, exports, and CRM pushes
DNC/opt-out policy documented
Export/CRM blocking verified
Refresh cadence monitored
Configure