Premium AI
Build custom lead lists from plain English.
Ask for leads by product, county, score, contact readiness, source, or banker workflow. The assistant returns only bank-scoped records from sources this workspace can access.
Compliance guardrails
No credit prescreening claims, no suppressed records, no cross-bank data, and no external prospect emails. Export and CRM actions remain governed by existing controls.
Ask
Describe the list you want in banker language.
Rank
Records are prioritized by score, contact readiness, and criteria fit.
Act
Open profiles, export Excel/CSV/text files, or push qualified leads into workflow.
Saved AI lists
Build a list, then save it here so bankers can revisit and refresh the same criteria.