Help Center
Searchable help center shell for banker onboarding, integrations, data questions, and support routing.
Getting started
Set territory, open filings, save a view, and export your first list.
Daily call queue
Work the highest-score, contact-ready leads first with a suggested opener and full lead profile link.
Lead quality
Review phone coverage, email coverage, source attribution, score coverage, and freshness before exporting.
Suppression
Keep existing customers, opt-outs, DNC/TCPA-restricted contacts, and non-prospects out of outreach.
CRM pushes
Connect HubSpot or Salesforce, map fields, then push selected leads.
Data sources
Understand source attribution, freshness, permitted-source rules, and mock adapters.
AI scripts
Generate compliant call openers and edit before outreach.
Export audit
Review who downloaded which list, when, with what filters, and how many rows.
Billing
Compare tiers, add states, and open Stripe customer portal when configured.