Sales & Marketing Infrastructure
Six sales systems and six marketing systems that all report to one number: funded deals. Renewals, an AI dialer floor, sub-minute inbound response, CRM reactivation, intent-based sourcing, and statement auto-underwriting, each one instrumented so every touch is attributable to revenue.
Sales and marketing ran as disconnected tools with no shared definition of success. Spend couldn't be tied to funded deals, leads leaked between systems, and underwriting was a manual bottleneck at the exact moment speed mattered most.
One funded-deals metric
Twelve systems across sales and marketing are unified around a single revenue metric, so every activity is measured against funded deals.
Speed-to-lead automation
An AI dialer floor, sub-minute inbound response, and CRM reactivation keep every lead worked while it's still warm.
Statement auto-underwriting
Bank statements are auto-underwritten to remove the manual bottleneck and get to a decision fast.