Admin — Veristone Capital

Team analytics · AE seats · Subscription & billing · Feedback routed to BuilderPath

Team analytics

Rolled up across all Veristone AEs. Click any AE name in the table below to drill into their detail.

Builders in DB

247

+59 this week across team

Active Pipeline

builders past New stage

Team Reply Rate (30d)

34%

↑ 6pts vs prior 30d

Loans Closed (30d)

$1.14M volume

Weekly volume (team-wide)

Transactions ingested

Permits ingested

New builders

Drip emails sent

Replies received

Territory coverage

King County

112

Pierce County

Snohomish County

Phoenix Metro

—

Phoenix activates when Erin completes onboarding.

Per-AE performance (last 30 days) — click a name to drill in

AE	Territory	Outreach sent	Reply rate	Meetings set	Loans closed	Volume
Heath Pierce	King, Pierce, Snohomish	74	34%	11	2	$1.14M
Erin Belmore Invited	Phoenix Metro	—	—	—	—	—

Heath Pierce

heath.pierce@veristonecapital.com · King, Pierce, Snohomish · Seattle Branch

View his queue

Builders

247

In pipeline

Outreach 30d

Reply rate

34%

Meetings set

Loans closed

Active campaigns

Builder	Campaign	Stage	Next send
Evergreen Homes LLC	5-email drip	Email 3 of 5 · reviewing	Mon May 5
Northline Builders	5-email drip	Email 2 of 5 · scheduled	Wed Apr 28
Cedar Grove Homes	5-email drip	Email 4 of 5 · scheduled	Fri May 1

Team seats

2 of 12 seats used on your current plan. Invite new AEs; suspend if someone leaves. Click any user to open their detail.

User	Role	Status	Territory	Branch	NMLS	Last active
Chris Mathison chris.m@veristonecapital.com	Company Admin	Active	—	Seattle (HQ)	—	Just now
Heath Pierce heath.pierce@veristonecapital.com · (206) 555-8172	AE	Active	King, Pierce, Snohomish	Seattle	1825519	2 min ago
Erin Belmore erin.belmore@veristonecapital.com · —	AE	Invited Apr 22	Phoenix Metro (pending)	Phoenix	—	—

Subscription & billing

Your BuilderPath subscription with Visionairy, LLC.

Current plan

Veristone Team · 12 seats

$199 per seat / month · billed monthly · next invoice May 22, 2026. Seats currently provisioned: 2 of 12. Unused seats stay on the plan; cancel or downgrade anytime before the next renewal.

Monthly total$2,388.00

Seats in use2 / 12

Next invoiceMay 22, 2026

Plan startedApr 22, 2026

StatusActive · autopay on

Payment method

VISA

•••• •••• •••• 4491

Exp 08/2028 · Chris Mathison · billed to chris.m@veristonecapital.com

Recent invoices

Invoice	Period	Seats	Amount	Status	Paid
INV-VIS-2026-04	Apr 22 – May 21, 2026	12	$2,388.00	Paid	Apr 22, 2026
SOW-POC-HP	POC fee — Heath Pierce	—	$3,000.00	Due on receipt	—

Feedback

Messages your AEs sent to BuilderPath via the in-app Feedback button.

3 sent this week

AE feedback routes to the BuilderPath product team. You see a copy here so you know what your team is asking for. Reply inline to send your own context alongside theirs.

Heath Pierce FEATURE

AE · from Builder Card · Apr 23, 6:47 PM · Acknowledged by BuilderPath

Would love to be able to filter the Builders list by "last outreach gap > 14d" — right now I have to eyeball it. Maybe add a "needs follow-up" chip?

Apr 23
6:47 PM

Heath Pierce BUG

AE · from Permit Pipeline · Apr 22, 11:14 AM · Resolved Apr 22

Sound Ridge Dev's enrichment has been in "Enriching…" for 3 days. I think it's stuck. Can you check the pipeline?

Apr 22
11:14 AM

Heath Pierce PRAISE

AE · from Dashboard · Apr 21, 8:02 AM

The "Go get 'em" thing is cheesy and I love it. Keep it. Also — weekly digest at 6 AM is perfect, I read it during coffee.

Apr 21
8:02 AM