Infer
AI-powered contact classification for CRE finance, insurance, financial services, and senior housing. Upload Excel/CSV files and automatically classify contacts as Lenders, Borrowers, Brokers, or Vendors.
Transform your contact database with AI-powered classification that identifies the right prospects, partners, and opportunities across CRE finance, insurance, and financial services.
How Infer Works
Intelligent Contact Classification
Powered by Google ADK and Gemini AI, Infer transforms raw contact lists into actionable business intelligence in minutes.
Three-Tier Classification System
Company mapping, keyword matching, and AI research for maximum accuracy.
- Tier 1: Proprietary company database matching
- Tier 2: Industry-specific keyword analysis
- Tier 3: AI-powered web research for remaining contacts
- 90%+ accuracy rate across all tiers
Industry-Configurable Classification
Configured for your industry — CRE finance, insurance, mortgage lending, senior housing, and financial services.
- Lender identification (banks, capital firms)
- Borrower classification (operators, developers)
- Broker recognition (intermediaries, advisors)
- Vendor categorization (service providers)
Simple Upload Process
Easy-to-use interface with drag-and-drop file upload functionality.
- Supports Excel (.xlsx, .xls) and CSV files
- Required: First Name, Last Name, Company Name
- Optional: Location, Title, Phone, Email fields
- Processing typically takes 2-5 minutes
Detailed Results Export
Comprehensive CSV export with classification methodology details.
- Classification confidence scores
- Methodology used (Mapping/Keyword/AI)
- Existing vs. new vertical identification
- Ready for CRM import or further analysis
See Infer in Action
Watch how Infer automatically classifies conference contacts in just a few minutes.
Upload → Process → Download
See the complete workflow: drag and drop your contact file, let our AI classify each contact, then download the enriched CSV with detailed classifications and confidence scores.
Frequently asked questions
Have questions about Dispatch or Infer? Find answers to common questions below, or reach out to discuss your specific needs.
How accurate is Infer's contact classification?
Infer achieves 90%+ accuracy through our three-tier system: company mapping, keyword matching, and AI research. The system continuously learns and improves with each classification.
What file formats does Infer support?
Infer supports Excel (.xlsx, .xls) and CSV files. Your input file must include First Name, Last Name, and Company Name columns at minimum.
How long does processing take?
Processing time depends on file size. Typical files with 500-1000 contacts are processed within 2-5 minutes, while larger enterprise files may take 15-30 minutes.
Can I customize the classification categories?
Yes! Classification categories and keyword rules are configured per client to match your specific industry verticals and terminology. Contact us to discuss your needs.
What industries do you serve?
We serve commercial real estate finance, insurance, mortgage lending, senior housing finance, and financial services broadly. Both Dispatch and Infer are configurable to your industry's specific workflows and terminology.
How does the three-tier classification system work?
Tier 1 uses our proprietary company database for instant matches. Tier 2 applies industry-specific keyword analysis. Tier 3 uses AI-powered web research for remaining contacts.
Is my data secure?
Absolutely. We use enterprise-grade encryption, never store your data permanently, and comply with SOC 2 standards. All processing happens in secure, isolated environments.
Can I integrate with my existing CRM?
Yes. Dispatch plugs directly into HubSpot and Salesforce forms. Infer accepts Excel and CSV exports from any CRM or event platform, and results can be imported back into your CRM.
What support do you provide?
Every engagement includes hands-on support from our team. We handle discovery, configuration, pilot, and ongoing optimization — we don't just hand over software and walk away.
Ready to transform your business with AI?
Let's discuss how custom AI solutions can solve your unique business challenges. From initial assessment to full implementation, we're here to guide your AI journey.