22 workflow automations purpose-built on top of Salesforce — no data leaves your system, no parallel tool for your team to learn.
AI ingests each document into Salesforce, classifies it, checks for completeness and consistency, chases missing items, and builds the underwriter-ready package — clear-to-close times drop. Purpose-built for teams running Salesforce — uses the native API or agent integration so nothing leaves the system of record.
AI reads the conditions, identifies what each condition needs, pulls it from Salesforce or chases the borrower, and re-submits the condition clearance — conditions clear in a day, not a week. Purpose-built for teams running Salesforce — uses the native API or agent integration so nothing leaves the system of record.
AI assembles the review pack from Salesforce, Moody's CMM, and the CRM — including recent life events from emails — and drafts talking points — advisor shows up prepared in 5 minutes. Purpose-built for teams running Salesforce — uses the native API or agent integration so nothing leaves the system of record.
AI monitors every account for drift, tax-loss opportunities, and cash levels, and queues rebalance recommendations — drift lives in a dashboard, not a surprise. Purpose-built for teams running Salesforce — uses the native API or agent integration so nothing leaves the system of record.
AI drafts firm-level commentary and personalizes per-client paragraphs from Salesforce data — every client gets a relevant letter, not boilerplate. Purpose-built for teams running Salesforce — uses the native API or agent integration so nothing leaves the system of record.
AI surveils 100% of communications, flags anything that might violate rules (promises, performance claims, undisclosed gifts), and routes to the CCO — compliance risk drops, supervision cost too. Purpose-built for teams running Salesforce — uses the native API or agent integration so nothing leaves the system of record.
AI tracks every renewal date in Salesforce, remarkets at 90 days, drafts the client renewal package with options, and books the review call — retention climbs and premiums stay competitive. Purpose-built for teams running Salesforce — uses the native API or agent integration so nothing leaves the system of record.
AI tracks every project across the lead-to-PTO pipeline in Aurora, identifies which stage each project is stuck in, and drafts the unstick action — average install-to-PTO time drops from 90 to 50 days. Purpose-built for teams running Salesforce — uses the native API or agent integration so nothing leaves the system of record.
AI generates the design and permit package from site survey data in Aurora, runs structural and shade analysis, and submits to AHJ — design throughput per engineer doubles. Purpose-built for teams running Salesforce — uses the native API or agent integration so nothing leaves the system of record.
AI sends personalized review requests post-job from the Aurora closeout, follows up if needed, and routes negative feedback to the owner before it hits Google — review velocity 5x's, map-pack rankings climb. Purpose-built for teams running Salesforce — uses the native API or agent integration so nothing leaves the system of record.
AI tracks every membership in Aurora, reaches out 60 days before renewal with a personalized renewal offer, books the appointment, and processes payment — renewal rate climbs from 60% to 85%+. Purpose-built for teams running Salesforce — uses the native API or agent integration so nothing leaves the system of record.
AI screens inbound calls, qualifies the job, books the appointment in Aurora, and only routes complex calls to a human CSR — booking capacity 3x's without adding headcount. Purpose-built for teams running Salesforce — uses the native API or agent integration so nothing leaves the system of record.
AI files warranty claims from Aurora job data, assembles the documentation, submits to the manufacturer portal, and tracks reimbursement — warranty recovery climbs 3–5x. Purpose-built for teams running Salesforce — uses the native API or agent integration so nothing leaves the system of record.
AI configures the quote from DIS attachment library, runs financing scenarios, and produces a customer-ready proposal — quote turnaround drops from 3 days to 3 hours. Purpose-built for teams running Salesforce — uses the native API or agent integration so nothing leaves the system of record.
AI monitors private-party listings, trade-in opportunities, and auction inventory against the dealership's buy box, ranks targets, and queues outreach — acquisition cost per unit drops. Purpose-built for teams running Salesforce — uses the native API or agent integration so nothing leaves the system of record.
AI qualifies inbound buyers from DealStream per the seller's profile, sends NDAs, manages CIM access, and surfaces serious buyers to the broker — broker focuses on negotiation, not gatekeeping. Purpose-built for teams running Salesforce — uses the native API or agent integration so nothing leaves the system of record.
AI drafts each LOI round against firm playbook in DealStream, summarizes what changed, flags non-standard terms, and tracks the negotiation timeline — round-trip time drops to hours. Purpose-built for teams running Salesforce — uses the native API or agent integration so nothing leaves the system of record.
AI ingests target company docs into DealStream, organizes them per standard data-room structure, redacts sensitive content, and drafts the diligence Q&A index — data room ready in days, not weeks. Purpose-built for teams running Salesforce — uses the native API or agent integration so nothing leaves the system of record.
AI assembles bid packages from DealStream scope, sends to subs, normalizes responses for comparison, and runs sub onboarding (insurance, W-9s, MSA) — start-to-construction time drops measurably. Purpose-built for teams running Salesforce — uses the native API or agent integration so nothing leaves the system of record.
AI builds the long-list from DealStream, LinkedIn, and proprietary firm databases, scores candidates against the role criteria, and produces the partner-ready presentation — long-list build time drops 70%. Purpose-built for teams running Salesforce — uses the native API or agent integration so nothing leaves the system of record.
AI manages reference scheduling, drafts check questions specific to the role and candidate, captures notes from DealStream call, and produces the reference report — partner does the conversation, AI does everything else. Purpose-built for teams running Salesforce — uses the native API or agent integration so nothing leaves the system of record.
AI generates the per-search status report from DealStream pipeline data, drafts the personalized update to each client, and flags searches that need partner attention — clients stay engaged and partners stay in the work. Purpose-built for teams running Salesforce — uses the native API or agent integration so nothing leaves the system of record.
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