Zero-Entry Capture
Capture banker execution without making bankers rekey the work.
The banker called, booked the meeting, sent the proposal, opened the account, and funding landed. DepositLeads captured the trail automatically and updated the CBO forecast without a banker typing a note.
Events captured today
34
Manual updates avoided
34
Forecast lift
8%
Value auto-updated
$23M
CBO proof layer
Work captured, forecast changed
Meetings captured4
Proposals captured5
Accounts opened4
Funded balances$5.6M
No raw account numbers, full email bodies, SSNs, or tax IDs are accepted by the capture endpoint.
Source connectors
5
Calendar, email, phone, CRM, core
Banker timelines
17
Auto-built from captured events
Plan lines updated
4
Growth Plan reforecast inputs
Missing signals
3
Authorization or funding watch items
Audit trail
34
Every event source-labeled
Capture Sources
Connected
Calendar
90%
4 events | Near-real-time sync with daily reconciliation
Stores activity metadata, source labels, hashed external IDs, and no raw account numbers.
Reconcile calendar events against Friday scorecard.
Needs authorization
Email
64%
8 events | Near-real-time sync with daily reconciliation
Headers, recipients, subject classification, and attachment/proposal status only after bank authorization.
Bank admin authorizes mailbox metadata sync; full message bodies stay out of DepositLeads.
Connected
Call logging
94%
6 events | Near-real-time sync with daily reconciliation
Stores activity metadata, source labels, hashed external IDs, and no raw account numbers.
Reconcile call logging events against Friday scorecard.
Connected
CRM
98%
8 events | Near-real-time sync with daily reconciliation
Stores activity metadata, source labels, hashed external IDs, and no raw account numbers.
Reconcile crm events against Friday scorecard.
Connected
Core event
98%
8 events | Webhook and nightly funding reconciliation
Stores activity metadata, source labels, hashed external IDs, and no raw account numbers.
Reconcile core event events against Friday scorecard.