Leads
Every lead, alive on the board.
No forms, no tables. Each card carries the AI's last action and its recommended next step.
AI qualifying 3 new leads
New
2EW
Emma Watson
12 Ocean Ave, Bondi
$920k
Last AI action
AI qualified enquiry
Next
Send Fact Find
RP
Ravi Patel
Newtown apartment
$540k
Last AI action
Auto-response sent
Next
Confirm income
Responded
1NA
Nina Alvarez
Refinance Chatswood
$1.1M
Last AI action
AI drafted follow-up
Next
Await reply
Fact Find
1SC
Sarah Collins
First home Marrickville
$720k
Last AI action
Fact Find 84% complete
Next
Request payslips
Documents
2DL
Daniel Lee
Investment Parramatta
$860k
Last AI action
Requested FY23 tax return
Next
Awaiting upload
JC
James Chen
Upgrade Mosman
$1.2M
Last AI action
Statements extracted
Next
Assess servicing
Qualified
1OB
Olivia Brown
Refinance St Kilda
$680k
Last AI action
Servicing confirmed
Next
Prepare application
Application
1MT
Marcus Thorne
Land + Build Kew
$1.4M
Last AI action
Submitted to CBA
Next
Await approval
Won
1PS
Priya Singh
First home Glebe
$640k
Last AI action
Approval received
Next
Schedule settlement