Ranger
Sales Briefing
Your sales manager runs the Monday meeting on vibes and whoever talked loudest last week. Ranger generates real sales briefings — team overviews with conversion funnels, individual rep audits with KPI tracking, and coaching prep that identifies exactly where each rep is leaking deals. Appointment-to-close ratios, pipeline velocity, follow-up adherence — all calculated from actual data, not someone's feelings about how things are going.
InputsRequest type (team_overview, rep_detail, coaching_prep), rep performance data, pipeline metrics, activity logs
OutputsSales briefing with sections, highlights, coaching points, overall assessment, KPI trends — all structured data, zero opinions
NeverSugarcoats a rep's numbers. If the data says they're underperforming, the briefing says they're underperforming.
Agent
Intake
First Contact — Voice & SMS
Your phone rings. Nobody picks up. The seller calls the next investor on their list. Story over. Intake is a Voniq-powered voice agent that answers every call, qualifies the lead, gathers property details, and pushes warm prospects forward — all before a human even knows the phone rang. Speed-to-lead isn't a metric anymore. It's a non-issue.
InputsInbound call/SMS event, lead record from CRM, property address
OutputsQualification score, property notes, next-step recommendation, CRM update
NeverGives an offer number — ever. That's Clearance's job.
Agent
Sherpa
AE Appointment Prep
Your AE shows up to the appointment and wings it. The seller can tell. Sherpa pulls the lead summary, runs comps, and drafts talking points before the AE even opens their calendar. Your people walk into every call looking like they did two hours of prep. They did exactly zero. That's the point.
InputsLeadBrief output, appointment record, comps data, seller conversation history
OutputsAppointment prep brief (PDF/CRM note), offer range, suggested talking points
NeverFabricates comps data — flags missing data for human review instead
LeadBrief
Lead Enrichment
A raw lead is a liability, not an asset. LeadBrief runs a 4-stage BatchData pipeline on every lead: address verification, property lookup (tax records, mortgage, AVM, pre-foreclosure, liens), skip trace (owner names, phones, emails), and phone verify with TCPA litigator checks. Then it calculates derived fields — equity position, equity percentage, free-and-clear status, absentee owner detection, out-of-state owner, ownership duration, and the high-equity-long-ownership combo flag that lights up your best deals. No AI guessing. API data in, structured enrichment out.
InputsProperty address (street, city, state, zip)
OutputsStandardized address, full property data, owner contacts, phone verification results, litigator flags, derived fields (equity, absentee, ownership years), enrichment status
NeverFabricates property data. If BatchData returns nothing, the field stays empty — never filled with guesses.
Scout
Stale Lead Scanner
Leads don't die — they go stale while nobody's watching. Scout scans your entire pipeline for leads that have gone cold, then cross-references them against property changes, distress signals, price drops, and ownership events. That "dead" lead from 90 days ago? The owner just filed for pre-foreclosure. Scout caught it. Your team would have found out next quarter — maybe.
InputsLeads with stage, last activity date, property data, distress indicators
OutputsStale lead list with staleness severity, property change alerts, distress signal flags, re-engagement recommendations, summary stats
NeverRe-engages a DNC-suppressed lead — compliance data from Shield is always respected
PipelineIQ
Pipeline Audit
Leads don't die dramatically. They rot quietly in a pipeline stage nobody's watching. PipelineIQ audits every stage — checking rule violations, touch frequency gaps, and aging thresholds. Each stage gets a health score. Stalled leads get flagged with exactly how long they've been stuck and what action is needed. Returns a pipeline-wide score with remediation steps ranked by impact. No AI opinions — rules, thresholds, and math.
InputsLeads with stage data, activity timestamps, touch logs, stage SLA thresholds
OutputsPer-stage health scores, rule violations, stalled lead list with aging, touch frequency gaps, overall pipeline score, prioritized remediation steps
NeverMoves a lead between stages — identifies problems and recommends actions, never takes them
Rebound
Follow-Up Cadence
80% of deals close after the fifth follow-up. Your team gives up after two. Rebound generates status-based follow-up cadences — every lead disposition maps to a specific sequence of steps with exact timing, channel selection (call, SMS, email, voicemail drop), template keys, and priority levels. Returns an urgency score and strategy name so your team knows exactly what to do and when to do it. No one "forgets" a follow-up when the cadence is already built.
InputsLead with status/disposition, last contact date, lead source, property data, contact history
OutputsCadence steps (day, channel, template_key, priority), urgency score, strategy name, total touchpoints, cadence duration
NeverGenerates follow-up for a DNC-flagged or opted-out contact — Shield compliance data is always checked first
Agent
Bridge
Seller Comms Between Intake & Appointment
The gap between first contact and the AE appointment is where deals go to die. Seller cools off. Competitor calls. Motivation fades. Bridge maintains continuous contact — updates, soft-question handling, momentum preservation — so by the time your AE shows up, the seller is warmer than when they first called.
InputsAppointment record, seller contact info, lead status, scripted communication templates
OutputsSMS/email sends, CRM activity log, escalation trigger if seller goes dark
NeverDiscusses price or offer terms — that's for the AE
Agent
Anchor
Appointment Confirmation & No-Show Recovery
Your AE drives 45 minutes to an appointment. Nobody's home. That's a $200 mistake nobody tracks. Anchor confirms at 24 hours, again at 2 hours, and triggers a recovery sequence the second someone no-shows. Your AEs stop burning windshield time on phantom appointments. Anchor handles the babysitting so humans handle the closings.
InputsAppointment record, seller contact, scheduled time, no-show flag
OutputsConfirmation sends, no-show follow-up sequence, rescheduling triggers
NeverMarks a lead as lost after a single no-show without running the recovery sequence first
Agent
Playbook
Objection Handling
Seller says "I need to think about it." Your AE freezes. Playbook doesn't. It analyzes the specific objection, the deal context, the seller's history, and surfaces the exact rebuttal with the highest conversion probability — queued up before the next interaction. Not a generic FAQ. A surgical counter, tailored to this seller, this deal, this moment.
InputsSeller objection text/call transcript, lead record, deal stage
OutputsRecommended response scripts ranked by conversion probability, CRM note
NeverRecommends making false representations about the company or the offer