Conversations
20 conversations · AI website chat + SMS
Total
20
Identified
15
Anonymous
5
Qualification-complete rate
75%
Appointment-booking rate
35%
Avg messages
12
| Prospect | Topic | Channel | Tier | Messages | Booked | Broker | Started |
|---|---|---|---|---|---|---|---|
| Jennifer Woo Kitchen/basement reno HELOC — routed to Priya. | HELOC | AI chat | Tier A | 12 | — | Priya Ramachandra | 1h ago |
| Marcus Sinclair Tier A renewal switch — booked with Emily for Fri 7pm. | Renewal | AI chat | Tier A | 12 | Yes | Emily Sullivan | 2h ago |
| Anonymous visitor Anonymous FTB researcher — $37K saved on $650K target. Guided to readiness content. | First-time buying | AI chat | Tier C | 12 | — | — | 3h ago |
| Rita Bhandari FTB ready-in-90d couple in Ottawa — booked with Marcus. | First-time buying | AI chat | Tier B | 12 | Yes | Marcus Okoye | 4h ago |
| Yaseen Kettani Self-employed 3yr — alt-lender routing. Yaseen assigned to David. | Self-employed mortgage | AI chat | Tier B | 12 | — | David Kowalski | 5h ago |
| Anonymous visitor Anonymous debt consolidation researcher — abandoned at contact-info step. | HELOC vs Refinance | AI chat | Tier C | 14 | — | — | 6h ago |
| Christina Zafiri High-value refi — booked with Amanda for 11am tomorrow. | Refinance | AI chat | Tier A | 12 | Yes | Amanda Beauchamp | 6h ago |
| Rob McCoy Renewal shopper considering staying with BMO — Emily to send comparison. | Renewal | SMS | Tier B | 11 | — | Emily Sullivan | 6h ago |
| Anonymous visitor Anonymous refinance researcher — educated, no capture. | Refinance | AI chat | — | 10 | — | — | 10h ago |
| Anh-Duong Le Waterloo FTB with 20% down — booked with Priya for Wed 10am. | First-time buying | AI chat | Tier A | 12 | Yes | Priya Ramachandra | 12h ago |
| Trina Hollingshead Debt consolidation, moderate credit — routed to Nadia. | Debt consolidation | AI chat | Tier B | 12 | — | Nadia Aslam | 15h ago |
| Peter Bagworth RBC renewal shop — booked with Marcus for evening. | Refinance | AI chat | Tier A | 10 | Yes | Marcus Okoye | 18h ago |
| Anonymous visitor Anonymous NTC prospect — early. Redirected to purchase readiness. | HELOC | AI chat | Tier C | 12 | — | — | 1d ago |
| Nikita Vasiliev Strong-tier refinance opportunity — booked with Rachel Ng. | Refinance | AI chat | Tier A | 12 | Yes | Rachel Ng | 1d ago |
| Osman Adegoke NTC 4yr resident FTB — routed to Marcus. | First-time buying | AI chat | Tier B | 12 | — | Marcus Okoye | 1d ago |
| Anonymous visitor Anonymous Instagram-lander — quick answer, no capture. | HELOC | AI chat | Tier C | 8 | — | — | 2d ago |
| Vanessa Prescott London renewal switch to Meridian — locked, application started. | Renewal | AI chat | Tier A | 10 | Yes | Nadia Aslam | 2d ago |
| Bogdan Petrov Post-discharge private-mortgage candidate — routed to David. | Private mortgage | AI chat | Tier C | 12 | — | David Kowalski | 5d ago |
| Colin Ainsworth Reverse mortgage inquiry — assigned Kevin (on leave). Reassignment flagged. | Reverse mortgage | AI chat | Tier B | 12 | — | Kevin Larose | 7d ago |
| Simon Ojeda Prime refi — needed nudge; rate-hold offered. | Refinance | AI chat | Tier A | 12 | — | Amanda Beauchamp | 10d ago |