Marketplace

Verifies Residential Lead-Based Paint Hazard Reduction Act compliance for properties built before 1978.

Validates real estate agency disclosure compliance before showings or offers, citing state statutes.

Scans saved deal listings and email threads for FHA protected-class violations and renders a compliance findings table.

Scans active property listings for unauthorized brand names, trademarked phrases, and copyrighted images. Cites 15 U.S.C. §1114.

Analyzes maintenance requests for safety/habitability regulation violations and flags urgent escalation needs using AI.

Generates audit-ready compliance reports with complete evidence trails from deal transaction history.

Validates compliance documents against current regulatory requirements, highlighting gaps and suggesting corrections before submission.

Shows days until/overdue status and traffic light indicator for deal close date.

Extracts and analyzes Phase I Environmental Site Assessment documents for commercial property deals, classifying RECs per ASTM E1527-21 and CERCLA.

Validates property intended use and planned modifications against local zoning codes.

Automates Anti-Money Laundering and Know Your Customer checks on deal contacts using public web search and AI risk analysis. Processes first 2 contacts associated with high-value property deals. Note: Contact names are required for effective analysis per regulatory requirements; ensure compliance with data processing agreements before use.

Validates settlement statements against RESPA §8 and TRID tolerance rules, extracting and classifying referral fees and fee deltas.

Extracts key obligations, renewal dates, and validates against jurisdiction-specific real estate regulations. Hashes PII before AI analysis. Requires structured lease data with pre-redacted obligation clauses.

Extracts key terms from commercial leases and classifies non-standard clauses for risk.

Shows all deals associated with a contact: open deals table, closed-won total value, closed-lost count, open pipeline value, and historical win rate.

Validates presence of critical contact fields when viewing a contact record.

Validates deal fields against stage-specific prerequisites and renders a readiness checklist.

Generates a structured handoff brief for reassigned deals, summarizing history, contacts, activities, and open issues.

Renders a 6-item health checklist for contact data completeness and validity.

Generates a tailored reply to the latest inbound email based on thread sentiment, deal stage, and last notes.

Finds 3 available meeting times respecting rep's calendar and contact's business hours/timezone.

Calculates price increase percentage from deal fields and drafts a professional renewal email with value justification. Hashes contact name before AI processing.

Identifies open deals with no activity beyond threshold, grouped by owner with pipeline value metrics and percentage of total stale pipeline.

Ranks marketing qualified leads by conversion score based on engagement metrics and recency.

Generates a tailored 3-email cold outreach sequence based on account industry and pain points.

Lists deals with no activity in the last N days, sorted by inactivity duration.

Identifies HubSpot accounts matching ICP criteria with no activity in specified period. Filters accounts created within last {{config.account_creation_lookback}} days (configurable) to optimize performance. Requires custom properties: 'icp_fit_score' (number) and 'last_activity_date' (date) on accounts.

Recommends relevant sales assets (case studies, whitepapers, ROI calculators) based on deal stage and product interest using a predefined mapping table.

Searches public content for contacts with LinkedIn profiles and suggests personalized engagement comments using AI.

Identifies deals that moved backward in pipeline stages within the lookback period.

Shows contact's local time, timezone, business hours status, and next available window.

Alerts when other team members recently contacted contacts at this account to prevent duplicate outreach.

Dynamically generates call preparation checklist items based on deal stage, competitor data, and product interest.

Extracts questions from uploaded RFP documents and drafts response suggestions using AI. Displays results as a reviewable table.

Scores HubSpot accounts against your Ideal Customer Profile criteria and ranks them by fit score.

Shows deal count, total revenue, and average deal size per pipeline stage. Stages sorted alphabetically (pipeline order requires stage metadata not available via current API).

Shows days until contract renewal with threshold-based alerts and expired contract handling.

Matches contact's industry and job title to pre-approved email snippets for quick copying.

Calculates no-show probability based on history, confirmation status, and invite timing.

Analyzes win/loss reasons with revenue metrics and AI coaching insights.

Groups accounts by region with revenue summary and detailed postal code mapping for territory planning.

Computes weighted renewal probability and generates AI retention plans for at-risk accounts.

Summarizes calendar meetings, extracts action items, and logs them to the associated CRM deal.

Groups open deals by owner with performance metrics, team benchmarks, and flags pipeline outliers (owners with total pipeline value <0.5x or >2x the team average pipeline per rep).

Analyzes all customer interactions to surface core wants, concerns, and decision criteria in a concise AI summary.

Calculates engagement score using email/meeting frequency and recency. Shows score summary and health checklist.

Tracks proposal expiration status and days remaining on deal pages.

Computes churn risk score from support tickets, NPS, usage trends, and engagement. Generates retention actions when risk is high.