HBU Asset Recovery Command Center

Dashboard Overview

Welcome back, David. Here's your recovery command center status.

+12%

247

Active Leads

+8%

42

Calls Today

In Progress

18

Skip Traces

+24%

$84.5K

Recovered This Month

Recent Activity

New lead added: Sarah Johnson

2 minutes ago

AI Call completed for Michael Brown

15 minutes ago

Skip trace completed for Emily Davis

1 hour ago

Document uploaded: claim_form_384.pdf

2 hours ago

Quick Actions

Lead Management

Manage and track all your asset recovery leads.

Lead	Contact	Status	Value	Last Activity
Sarah Johnson ID: #LR-001	(405) 555-0123 sarah.j@email.com	Contacted	$12,500	2 hours ago
Michael Brown ID: #LR-002	(405) 555-0145 m.brown@email.com	In Progress	$8,750	1 day ago
Emily Davis ID: #LR-003	(405) 555-0167 emily.d@email.com	New	$15,200	3 days ago

Skip Tracing

Locate individuals and verify information using multiple data sources.

New Skip Trace

First Name

Last Name

Phone Number

Address

Search Sources

Public Records Social Media Utility Records Credit Headers

Recent Results

John Anderson

Found: 2 hours ago

Complete

📞 (405) 555-0198

📧 john.anderson@email.com

📍 1234 Oak St, Oklahoma City, OK 73102

Lisa Martinez

In Progress: 30 min ago

Processing

Robert Wilson

Failed: 1 day ago

Not Found

Insufficient information. Additional details required.

Communications

Manage calls, messages, and automated outreach campaigns.

Quick Actions

Today's AI Calls

Total Calls 42

Connected 28

Interested 15

Scheduled 8

Recent Communications

AI Call - Michael Brown

Duration: 3:45 | Outcome: Interested

15 min ago

AI: Hello, I'm calling from HBU Asset Recovery...

Lead: Yes, I've been trying to locate my unclaimed funds...

SMS - Sarah Johnson

Status: Delivered

2 hours ago

Hi Sarah, this is David from HBU Asset Recovery. We've located potential unclaimed assets under your name. Would you like to learn more?

Email Campaign - 25 Leads

Open Rate: 68% | Click Rate: 12%

Yesterday

Task Management

Track and manage all your recovery tasks and follow-ups.

To Do

8

Follow up with Sarah Johnson

Due today

High Call

Review documents for LR-005

Due tomorrow

Medium Review

In Progress

4

Skip trace for Emily Davis

Started 2 hours ago

Prepare claim forms

Started yesterday

Review

3

Verify contact information

Waiting for response

Pending

Finalize report Q1

Awaiting approval

Completed

12

Initial contact made

Completed 2 hours ago

Done

Data entry completed

Completed yesterday

Document Management

Store and manage all your important documents and files.

claim_form_384.pdf

2.4 MB • 2 hours ago

id_verification.jpg

1.2 MB • Yesterday

contract_2024.docx

856 KB • 3 days ago

Q1 Reports

12 files • 5 days ago

AI Assistant

Your intelligent partner for asset recovery research and automation.

HBU AI Assistant

Online • Powered by GPT-4 & Perplexity

Hello! I'm your HBU AI Assistant. How can I help you with asset recovery today?

Capabilities

Skip Tracing

Locate individuals using multiple data sources

Legal Research

Oklahoma statutes and case law analysis

Document Analysis

Extract key information from documents

Call Scripts

Generate personalized outreach scripts

Pro Tip

Use the AI to draft personalized follow-up messages based on lead profiles and previous interactions.

Settings

Manage your account settings and integrations.

General Settings

Company Name

Email Address

Phone Number

Location

Integrations

Bland AI

AI-powered calling

Twilio

SMS and voice services

Trello

Task management

Account Stats

API Calls Today 1,247

Storage Used 2.4 GB / 10 GB

Team Members 3

Plan Professional

Dashboard Overview

247

42

18

$84.5K

Recent Activity

Quick Actions

Lead Management

Skip Tracing

New Skip Trace

Recent Results

Communications

Quick Actions

Today's AI Calls

Recent Communications

Task Management

To Do

In Progress

Review

Completed

Document Management

AI Assistant

Capabilities

Pro Tip

Settings

General Settings

Integrations

Account Stats

Notifications

Add New Lead