Ezra
Reads every lead, conversation, quote view, and automation — then tells you what to do next, shows the evidence, and says how much it trusts itself.
Evidence agreesCall now
Call Keiko Tanaka now
Keiko Tanaka · HELOC · $90k cash-out
Why
- Opened her quote 3× in the last 2 hours
- Replied to Emily twice today
- Asked "how fast can this close?"
- No LO contact in 4 hours
Message ledger confirms 2 inbound replies today·Tier 0 · read-only·runs as you · Phone·$675
Likely stale statusMove stage ×3 since 2d ago
Move James Okafor out of Untouched
James Okafor · DSCR · Chicago
Pipeline says Untouched · actually Replied — 4 out / 1 in
Why
- Pipeline column says Untouched
- He actually replied 3 days ago — the status never updated
- Sequence correctly halted on his reply; the CRM just never caught up
Status disagrees with the message ledger·Tier 2 · sends, with undo·runs as ezra·$6.2k
Evidence agreesHuman takeover
Take over from Erika — Patricia Chen
Patricia Chen · Cash-out refi · $60k
Why
- Asked a pricing-exception question Erika is not permitted to answer
- Escalation policy routes pricing strategy to you
- AI is paused on this thread pending your reply
Escalation raised by Erika directly·Tier 0 · read-only·runs as you · SMS·$4.0k
Evidence agreesSend quote
Send Robert Nakamura a DSCR quote
Robert Nakamura · DSCR · $100k cash-out
Why
- Eli captured property income on the last call
- LTV 67% — inside guidelines at 80%
- Asked for the numbers in writing
Request captured verbatim on a recorded call·Tier 2 · sends, with undo·runs as ezra · Email + SMS·$13.6k
Evidence agreesAssign Emily
Hand Marcus Rivera to Emily
Marcus Rivera · HELOC · $80k cash-out
Why
- Asked three HELOC draw questions Erika deflected
- Emily is the HELOC specialist and is available
- Ownership transfers cleanly — no double-texting
Topic match against Emily's specialization·Tier 3 · autonomous·runs as ezra · SMS·$620
Evidence agreesSchedule follow-up
Hold Tanya Boone until 8:00 AM her time
Tanya Boone · Refi · Seattle
Why
- It is currently 11:40 PM where she is
- Quiet-hours gate is holding every channel
- Queued to resume at 8:00 AM lead-local
Timezone confirmed from area code and address·Tier 1 · drafts only·runs as ezra · SMS·$1.8k
Evidence agreesReactivate
Reactivate 8 leads on the rate drop
8 dormant leads · 30-yr fixed fell 0.18%
Why
- Market baseline dropped 6.85% → 6.67% since their last quote
- All 8 were quoted above 6.85% and went quiet
- Each has consent on record and is outside quiet hours
Rate delta verified against the market snapshot·Tier 2 · sends, with undo·runs as erika · SMS·$21.0k
Do not contactFix automation ×5 since 6d ago
Devon Washington has no consent on record
Devon Washington · HELOC
Why
- Enrolled in a sequence but consent was never captured
- Gate is holding every send — nothing has gone out
- Needs a compliant consent capture before any outreach
No consent record — outreach is not permitted·Tier 0 · read-only·runs as you
Sample actions. Border colour is confidence, not urgency — a high-dollar card Ezra can't verify is deliberately styled quieter than a small one it can.