AI-Powered Features
AI Call Script Generator
Claude-powered opening scripts using entity type, industry, county, formation date, and news context.
Source
Source
2
Anthropic Claude API: claude-sonnet-4-20250514
Refresh
Refresh cadence
On demand
Open records behind the latest refresh window.
Banker prompt
Recommended action
Prioritize first-touch outreach while the signal is fresh.
Data trust score
How dependable is this module today?
Freshness, contact coverage, source quality, scoring confidence, suppression status, and outreach readiness are scored before a banker calls or exports.
Overall
15
2 visible records evaluated
Freshness
Updated 47 days ago
25/100
Contact coverage
0% phone
0% email · 0% ready
Source quality
0/100
0% attributed
Confidence
0 hot
0 warm · 2 unscored
Suppression
0 held
0% withheld/restricted
Ready outreach
0%
0 banker-ready
8 data trust flags detected
Missing source attribution
Lead quality dashboard
Can bankers use this list today?
Coverage, scoring, source attribution, and freshness in one place. This is the operator view before a banker exports, calls, or assigns records.
Phone coverage
0%
0 of 2 records
Email coverage
0%
0 of 2 records
Source attribution
0%
Records with auditable provenance
Scored records
0%
0 hot records score 75+
Freshness
Source dated
Refresh timestamp unavailable
No records in this module are contact-ready yet. Run approved enrichment or use direct-mail/relationship data before assigning calls.
0
Ready to contact
Phone or email is available
0
Website review
Verify details on a public site
0
Direct-mail only
Address present, no phone/email
2
Needs enrichment
Hold for approved vendor/API append
Weekly Contact QA report
Can bankers trust the phone and email fields?
Every contact is labeled before outreach, and risk counts show where enrichment vendors or public-source matches need review.
0
Verified
0
Likely
2
Needs review
0
Direct-mail only
0
Do not contact
2
Bad-number risk
0
Wrong-entity risk
Banker intelligence
AI Scripts brief
A quick operating view for this module: who is hot, which records are contact-ready, and what the banker should do next.
Hot leads
0
Score 75+
Records tracked
2
Market context only
Top county
Pulaski
1 records
Source coverage
0%
Demo attribution
Primary metric
Deposits / share
CRM status
Not CRM-eligible
Top source
Unknown
Data trust
8 review flags
Seeded Records
Loading banker action table...