AI Operations Engine for EB Business Solutions
Google Contacts (2,359) is the cornerstone — provides:
✓ Real names (not phone masks)
✓ Organization & title
✓ Email addresses
✓ Contact type (buyer, realtor, processor, etc.)
✓ Business relationship notes
SMS Contact ↔ Google Contact
Via last-4-digit phone matching:
✓ 2,073 SMS contacts matched
✓ 141,677 messages linked
✓ 253.7K messages indexed with enriched metadata
Every SMS message now accessible with full contact context: name, organization, email, business relationship type, transaction history.
| Data Source | Total Records | Matched/Enriched | Status |
|---|---|---|---|
| Google Contacts Master | 6,500 | 2,359 (36%) | Imported |
| SMS Archive | 141,677 | 253,721 indexed | Linked |
| EB Leads | ~617 | 164 profiles | Enriched |
| Closed Refinances | 82 | Pending match | Next phase |
| Non-Compass Leads | ~10k | Pending match | Next phase |
| Reviews | 47 | Pending match | Next phase |
Query any contact by name/phone and see: organization, emails, SMS history (141k+ messages), buyer status, transaction history.
Filter buyers by: first-time vs. refi, investment vs. primary residence, active leads vs. closed deals, by realtor/processor.
Analyze SMS patterns by buyer type, realtor, processor — extract voice, tone, decision flow, objection handling.
See which realtors refer leads, conversion rates, deal volume, relationship strength (message frequency).
Link SMS conversations to closed deals, loan amounts, rates, completion time — identify successful patterns.
Build buyer playbooks, LO training content, realtor partnership opportunities, market intelligence.
Google Contacts as cornerstone. SMS linked. Unified profile view ready.
Match closed refis, non-compass leads, reviews. Build buyer journey views.
Interactive buyer profiles, realtor performance, conversion funnels, voice training.
Deploy HFB lead replies in Erin's voice. Multi-channel (SMS, email, portal).