Conover Lending Group

AI facts

As at Fri 9 Oct 2026

Conover Lending Group is a prospect with no executed order form, no contracted price and no invoices. The open CRM deal is a new Growth deal at demo stage for £62k, expected to close 4 Dec 2026 and owned by Jordan Pike. There is no usage or ticket history. A proposal call with Tasha Merriweather and Bill Hamrick is booked for 26 Oct 2026. The only document is a Growth tier security questionnaire filed as final on 25 Sep 2026.

Read from 3 calls · 2 email threads · 1 deals · 3 people · 1 documents, newest 25 Sep 26

AImade from

Profile

Updated 9 Oct 26

IndustryConsumer lending
Websiteconover.example
CountryUnited States
HQ cityCharlotte
Size450 employees
CRM ownerJordan Pike
TypeProspectdiffers
StateProspect

CRMmade from

AI opinion

As at Fri 9 Oct 2026

Prospect, because Tasha Merriweather asked for Growth herself and the team is keen after the demo. Pricing is still open and the budget holder has not yet engaged beyond a booked call. Opportunity: a Growth subscription with implementation, and dashboards for default early warning.

Signals Conover Lending Group / BG-Demo – Demo Demo follow-up Document roll-up Conover Lending Group / BG-Demo – Discovery

AI · claude-opus-5-5 · as at Fri 9 Oct 2026

AImade from

Key facts

Updated 9 Oct 26

Open dealDemo · £62,000
Last contact23 Sep 2026

Computedmade from

Next step

As at Fri 9 Oct 2026

What: Jordan Pike sends Tasha Merriweather the written Growth proposal with pricing and implementation timeline, so Bill Hamrick has seen it before the 26 Oct 2026 proposal call. proposal
Who: Jordan Pike
When: This week by 9 Oct 2026
Why: Jordan Pike should send Tasha Merriweather the written Growth proposal this week, so Bill Hamrick sees the price before the 26 Oct 2026 proposal call. Pricing has been open since the 18 Sep 2026 demo.

AI · claude-opus-5-5 · as at Fri 9 Oct 2026

AImade from

The story

As at Fri 9 Oct 2026

Prospect

Prospect: Conover Lending Group has an open £62k Growth deal at demo stage, expected to close 4 Dec 2026, with nothing signed. Tasha Merriweather is keen but pricing is open, and a proposal call with Bill Hamrick is booked for 26 Oct 2026.

Prospect. Conover Lending Group has no executed order form, contracted price or invoices, and the CRM holds an open new Growth deal at demo stage for £62k, expected to close 4 Dec 2026.

There is no usage, ticket or invoice history yet. Tasha Merriweather, VP Customer Operations, is the only contact on the recorded calls and said she was pretty excited after the 18 Sep 2026 demo.

Pricing is still open: the record does not show a proposal sent since Tasha asked what Growth costs. Bill Hamrick, the CRM economic buyer, has not yet engaged, and the last interaction was 23 Sep 2026.

Jordan Pike should send Tasha the written Growth proposal this week, so Bill sees the price before the proposal call booked for 26 Oct 2026 at 14:45. Owen Tallis agrees any first-term discount beforehand.

AI · claude-opus-5-5 · as at Fri 9 Oct 2026

AImade from

ARR journey

No ARR history: no order forms or invoices for this organisation.

Accountingmade from

Platform usage

No platform usage: this organisation has no tenant in product analytics.

Usagemade from

Documents

Updated 9 Oct 26

1 documents in 1 folders. All documents

presales

Size is importance: state 40%, category 20%, recency 25% (18-month half-life on the as-of date) and usage 15%. There are no view counts: usage means how many of our own analyses cite the document, saturating at 5. A draft hangs on the executed or issued document it drafts for, in the same folder. A draft with nothing executed behind it stays a small leaf on its own.

Folders and documents as a list

Security (1)
- Security questionnaire answers for Growth issued · security questionnaire · 25 Sep 2026

Documentsmade from

Open deals

Deal	Stage	Amount	Close
Conover Lending Group – New	demo	£62,000	4 Dec 2026

CRMmade from

Open tickets

No open tickets.

Helpdeskmade from

Activity

Upcoming
26 Oct 2026upcoming callConover Lending Group / BG-Demo – Proposal Jordan Pike, Tasha Merriweather, Bill Hamrick
Held
25 Sep 2026documentConover Lending Group - Security Questionnaire Hannah Lowe
18 Sep 2026email threadDemo follow-up Jordan Pike, Hannah Lowe, Tasha Merriweather
18 Sep 2026callConover Lending Group / BG-Demo – Demo Jordan Pike, Hannah Lowe, Tasha Merriweather
25 Aug 2026callConover Lending Group / BG-Demo – Discovery Jordan Pike, Tasha Merriweather
27 Jul 2026dealConover Lending Group – New Jordan Pike, Tasha Merriweather
21 May 2026eventBG-Demo webinar Alice Brewer, Gemma Holt, Moira Sinclair, Ravi Atherton, Toby Underwood, Tasha Merriweather, Linnéa Holmberg, Saira Khalid, Brianna Ocampo, Emma Croft, Fleur Jansen, Helen Varley, Sunita Bains, Christina Möller, Ffion Rees, Luke Oakes, William Coultas, Kevin Kershaw, Mervyn Hales, Laurent Brisset, Bas Vermeulen, Brendan Moran, Jess Mitchell, Alexa Fraser, Joe Mallinson, Gavin Rudd, Bas Kuijpers, Joost van der Linden, Raymond Tsai, Kevin Dussault, Heather Bauman, Sue Ditchfield+29
14 May 2026email threadBG-Demo webinar on customer operations Alice Brewer, Tasha Merriweather

CRMmade from

Contacts

CRMmade from

Evidence trail

Updated 9 Oct 26

hide membership AI records not written yet

Key

Source rows
Raw things
People
Organisation
Organisation AI
Pages
AI-written record (ring)
AI record not written yet
belongs to the organisation (one line per group)
Size: how many records a group holds

Conover Lending Group's pages are written from 3 organisation-level AI texts (assessment / next steps) and 1 narrative-level AI text, which in turn draw on 6 AI summaries of 7 raw things (calls, tickets, emails, news), 3 people (3 with an AI write-up) and 2 staff (0 with an AI write-up), shown on 3 pages. 1 AI record in this trail is not written yet.

The trail as a list (block, record, entity, raw row)

Activity page block
- Conover Lending Group / BG-Demo – Discovery entity
  - Conover Lending Group entity
    - crm/companies.csv org_111 raw row
  - call_recorder/calls.csv call_111_001 raw row
- Conover Lending Group / BG-Demo – Demo entity
  - Conover Lending Group entity
    - crm/companies.csv org_111 raw row
  - call_recorder/calls.csv call_111_002 raw row
- Conover Lending Group / BG-Demo – Proposal entity
  - Conover Lending Group entity
    - crm/companies.csv org_111 raw row
  - call_recorder/calls.csv call_111_003 raw row
- Conover Lending Group – New entity
  - Conover Lending Group entity
    - crm/companies.csv org_111 raw row
  - crm/deal_line_items.csv deal_111_01:1 raw row
  - crm/deal_line_items.csv deal_111_01:2 raw row
  - crm/deal_stage_history.csv deal_111_01:1 raw row
  - crm/deal_stage_history.csv deal_111_01:2 raw row
  - crm/deal_stage_history.csv deal_111_01:3 raw row
  - +1 more
- Conover Lending Group - Security Questionnaire entity
  - Conover Lending Group entity
    - crm/companies.csv org_111 raw row
  - document_store/files.csv doc_111_001 raw row
- BG-Demo webinar entity
  - event_platform/events.csv evt_1326_webinar raw row
  - event_platform/registrations.csv evt_1326_webinar:per_0901 raw row
  - event_platform/registrations.csv evt_1326_webinar:per_10302 raw row
  - event_platform/registrations.csv evt_1326_webinar:per_1102 raw row
  - event_platform/registrations.csv evt_1326_webinar:per_1103 raw row
  - event_platform/registrations.csv evt_1326_webinar:per_11101 raw row
  - +26 more
- +2 more
AI opinion page block
- Conover Lending Group: Growth prospect AI record
  - Conover Lending Group – New entity
    - Conover Lending Group entity
      - crm/companies.csv org_111 raw row
    - crm/deal_line_items.csv deal_111_01:1 raw row
    - crm/deal_line_items.csv deal_111_01:2 raw row
    - crm/deal_stage_history.csv deal_111_01:1 raw row
    - crm/deal_stage_history.csv deal_111_01:2 raw row
    - crm/deal_stage_history.csv deal_111_01:3 raw row
    - +1 more
  - Conover: security answers only, nothing signed AI record
    - Conover Lending Group - Security Questionnaire entity
      - Conover Lending Group entity
        crm/companies.csv org_111 raw row
      - document_store/files.csv doc_111_001 raw row
    - Conover security questionnaire, Growth tier AI record
      - Conover Lending Group - Security Questionnaire entity
        Conover Lending Group entity
        crm/companies.csv org_111 raw row
        document_store/files.csv doc_111_001 raw row
      - Conover Lending Group entity
        crm/companies.csv org_111 raw row
    - Conover Lending Group entity
      - crm/companies.csv org_111 raw row
  - Discovery call: fragmented customer ops data AI record
    - Conover Lending Group / BG-Demo – Discovery entity
      - Conover Lending Group entity
        crm/companies.csv org_111 raw row
      - call_recorder/calls.csv call_111_001 raw row
    - Conover Lending Group entity
      - crm/companies.csv org_111 raw row
  - Demo on own data: Growth proposal pending AI record
    - Conover Lending Group / BG-Demo – Demo entity
      - Conover Lending Group entity
        crm/companies.csv org_111 raw row
      - call_recorder/calls.csv call_111_002 raw row
    - Conover Lending Group entity
      - crm/companies.csv org_111 raw row
  - Conover security questionnaire, Growth tier AI record
    - Conover Lending Group - Security Questionnaire entity
      - Conover Lending Group entity
        crm/companies.csv org_111 raw row
      - document_store/files.csv doc_111_001 raw row
    - Conover Lending Group entity
      - crm/companies.csv org_111 raw row
  - Webinar invite to Conover AI record
    - Conover Lending Group entity
      - crm/companies.csv org_111 raw row
    - BG-Demo webinar on customer operations entity
      - Conover Lending Group entity
        crm/companies.csv org_111 raw row
      - mailbox/messages.csv thr_111_0001:1 raw row
      - mailbox/threads.csv thr_111_0001 raw row
  - +7 more
ARR journey (computed from the records; nothing to show yet) page block
- facts.arr_monthly:org_111 facts table
  - Conover Lending Group – New entity
    - Conover Lending Group entity
      - crm/companies.csv org_111 raw row
    - crm/deal_line_items.csv deal_111_01:1 raw row
    - crm/deal_line_items.csv deal_111_01:2 raw row
    - crm/deal_stage_history.csv deal_111_01:1 raw row
    - crm/deal_stage_history.csv deal_111_01:2 raw row
    - crm/deal_stage_history.csv deal_111_01:3 raw row
    - +1 more
AI facts page block
- Conover Lending Group: Growth prospect AI record
  - Conover Lending Group – New entity
    - Conover Lending Group entity
      - crm/companies.csv org_111 raw row
    - crm/deal_line_items.csv deal_111_01:1 raw row
    - crm/deal_line_items.csv deal_111_01:2 raw row
    - crm/deal_stage_history.csv deal_111_01:1 raw row
    - crm/deal_stage_history.csv deal_111_01:2 raw row
    - crm/deal_stage_history.csv deal_111_01:3 raw row
    - +1 more
  - Conover: security answers only, nothing signed AI record
    - Conover Lending Group - Security Questionnaire entity
      - Conover Lending Group entity
        crm/companies.csv org_111 raw row
      - document_store/files.csv doc_111_001 raw row
    - Conover security questionnaire, Growth tier AI record
      - Conover Lending Group - Security Questionnaire entity
        Conover Lending Group entity
        crm/companies.csv org_111 raw row
        document_store/files.csv doc_111_001 raw row
      - Conover Lending Group entity
        crm/companies.csv org_111 raw row
    - Conover Lending Group entity
      - crm/companies.csv org_111 raw row
  - Discovery call: fragmented customer ops data AI record
    - Conover Lending Group / BG-Demo – Discovery entity
      - Conover Lending Group entity
        crm/companies.csv org_111 raw row
      - call_recorder/calls.csv call_111_001 raw row
    - Conover Lending Group entity
      - crm/companies.csv org_111 raw row
  - Demo on own data: Growth proposal pending AI record
    - Conover Lending Group / BG-Demo – Demo entity
      - Conover Lending Group entity
        crm/companies.csv org_111 raw row
      - call_recorder/calls.csv call_111_002 raw row
    - Conover Lending Group entity
      - crm/companies.csv org_111 raw row
  - Conover security questionnaire, Growth tier AI record
    - Conover Lending Group - Security Questionnaire entity
      - Conover Lending Group entity
        crm/companies.csv org_111 raw row
      - document_store/files.csv doc_111_001 raw row
    - Conover Lending Group entity
      - crm/companies.csv org_111 raw row
  - Webinar invite to Conover AI record
    - Conover Lending Group entity
      - crm/companies.csv org_111 raw row
    - BG-Demo webinar on customer operations entity
      - Conover Lending Group entity
        crm/companies.csv org_111 raw row
      - mailbox/messages.csv thr_111_0001:1 raw row
      - mailbox/threads.csv thr_111_0001 raw row
  - +7 more
Contacts page block
- Tasha Merriweather entity
  - Conover Lending Group entity
    - crm/companies.csv org_111 raw row
  - crm/contacts.csv per_11101:org_111 raw row
- Bill Hamrick entity
  - Conover Lending Group entity
    - crm/companies.csv org_111 raw row
  - crm/contacts.csv per_11102:org_111 raw row
- Wendy Cho entity
  - Conover Lending Group entity
    - crm/companies.csv org_111 raw row
  - crm/contacts.csv per_11103:org_111 raw row
Open deals page block
- Conover Lending Group – New entity
  - Conover Lending Group entity
    - crm/companies.csv org_111 raw row
  - crm/deal_line_items.csv deal_111_01:1 raw row
  - crm/deal_line_items.csv deal_111_01:2 raw row
  - crm/deal_stage_history.csv deal_111_01:1 raw row
  - crm/deal_stage_history.csv deal_111_01:2 raw row
  - crm/deal_stage_history.csv deal_111_01:3 raw row
  - +1 more
Documents page block
- Conover Lending Group - Security Questionnaire entity
  - Conover Lending Group entity
    - crm/companies.csv org_111 raw row
  - document_store/files.csv doc_111_001 raw row
hero page block
- Conover Lending Group: Growth prospect AI record
  - Conover Lending Group – New entity
    - Conover Lending Group entity
      - crm/companies.csv org_111 raw row
    - crm/deal_line_items.csv deal_111_01:1 raw row
    - crm/deal_line_items.csv deal_111_01:2 raw row
    - crm/deal_stage_history.csv deal_111_01:1 raw row
    - crm/deal_stage_history.csv deal_111_01:2 raw row
    - crm/deal_stage_history.csv deal_111_01:3 raw row
    - +1 more
  - Conover: security answers only, nothing signed AI record
    - Conover Lending Group - Security Questionnaire entity
      - Conover Lending Group entity
        crm/companies.csv org_111 raw row
      - document_store/files.csv doc_111_001 raw row
    - Conover security questionnaire, Growth tier AI record
      - Conover Lending Group - Security Questionnaire entity
        Conover Lending Group entity
        crm/companies.csv org_111 raw row
        document_store/files.csv doc_111_001 raw row
      - Conover Lending Group entity
        crm/companies.csv org_111 raw row
    - Conover Lending Group entity
      - crm/companies.csv org_111 raw row
  - Discovery call: fragmented customer ops data AI record
    - Conover Lending Group / BG-Demo – Discovery entity
      - Conover Lending Group entity
        crm/companies.csv org_111 raw row
      - call_recorder/calls.csv call_111_001 raw row
    - Conover Lending Group entity
      - crm/companies.csv org_111 raw row
  - Demo on own data: Growth proposal pending AI record
    - Conover Lending Group / BG-Demo – Demo entity
      - Conover Lending Group entity
        crm/companies.csv org_111 raw row
      - call_recorder/calls.csv call_111_002 raw row
    - Conover Lending Group entity
      - crm/companies.csv org_111 raw row
  - Conover security questionnaire, Growth tier AI record
    - Conover Lending Group - Security Questionnaire entity
      - Conover Lending Group entity
        crm/companies.csv org_111 raw row
      - document_store/files.csv doc_111_001 raw row
    - Conover Lending Group entity
      - crm/companies.csv org_111 raw row
  - Webinar invite to Conover AI record
    - Conover Lending Group entity
      - crm/companies.csv org_111 raw row
    - BG-Demo webinar on customer operations entity
      - Conover Lending Group entity
        crm/companies.csv org_111 raw row
      - mailbox/messages.csv thr_111_0001:1 raw row
      - mailbox/threads.csv thr_111_0001 raw row
  - +7 more
- Conover Lending Group – New entity
  - Conover Lending Group entity
    - crm/companies.csv org_111 raw row
  - crm/deal_line_items.csv deal_111_01:1 raw row
  - crm/deal_line_items.csv deal_111_01:2 raw row
  - crm/deal_stage_history.csv deal_111_01:1 raw row
  - crm/deal_stage_history.csv deal_111_01:2 raw row
  - crm/deal_stage_history.csv deal_111_01:3 raw row
  - +1 more
- facts.reconciliation_t0:org_111 facts table
  - Conover Lending Group – New entity
    - Conover Lending Group entity
      - crm/companies.csv org_111 raw row
    - crm/deal_line_items.csv deal_111_01:1 raw row
    - crm/deal_line_items.csv deal_111_01:2 raw row
    - crm/deal_stage_history.csv deal_111_01:1 raw row
    - crm/deal_stage_history.csv deal_111_01:2 raw row
    - crm/deal_stage_history.csv deal_111_01:3 raw row
    - +1 more
  - Conover Lending Group entity
    - crm/companies.csv org_111 raw row
- Conover Lending Group entity
  - crm/companies.csv org_111 raw row
- Signals: Conover Lending Group signals (no model)
  - Conover Lending Group / BG-Demo – Proposal entity
    - Conover Lending Group entity
      - crm/companies.csv org_111 raw row
    - call_recorder/calls.csv call_111_003 raw row
  - Conover Lending Group – New entity
    - Conover Lending Group entity
      - crm/companies.csv org_111 raw row
    - crm/deal_line_items.csv deal_111_01:1 raw row
    - crm/deal_line_items.csv deal_111_01:2 raw row
    - crm/deal_stage_history.csv deal_111_01:1 raw row
    - crm/deal_stage_history.csv deal_111_01:2 raw row
    - crm/deal_stage_history.csv deal_111_01:3 raw row
    - +1 more
  - Conover Lending Group entity
    - crm/companies.csv org_111 raw row
  - Conover Lending Group entity
    - crm/companies.csv org_111 raw row
Key facts page block
- Conover Lending Group – New entity
  - Conover Lending Group entity
    - crm/companies.csv org_111 raw row
  - crm/deal_line_items.csv deal_111_01:1 raw row
  - crm/deal_line_items.csv deal_111_01:2 raw row
  - crm/deal_stage_history.csv deal_111_01:1 raw row
  - crm/deal_stage_history.csv deal_111_01:2 raw row
  - crm/deal_stage_history.csv deal_111_01:3 raw row
  - +1 more
- facts.reconciliation_t0:org_111 facts table
  - Conover Lending Group – New entity
    - Conover Lending Group entity
      - crm/companies.csv org_111 raw row
    - crm/deal_line_items.csv deal_111_01:1 raw row
    - crm/deal_line_items.csv deal_111_01:2 raw row
    - crm/deal_stage_history.csv deal_111_01:1 raw row
    - crm/deal_stage_history.csv deal_111_01:2 raw row
    - crm/deal_stage_history.csv deal_111_01:3 raw row
    - +1 more
  - Conover Lending Group entity
    - crm/companies.csv org_111 raw row
- Conover Lending Group entity
  - crm/companies.csv org_111 raw row
- Signals: Conover Lending Group signals (no model)
  - Conover Lending Group / BG-Demo – Proposal entity
    - Conover Lending Group entity
      - crm/companies.csv org_111 raw row
    - call_recorder/calls.csv call_111_003 raw row
  - Conover Lending Group – New entity
    - Conover Lending Group entity
      - crm/companies.csv org_111 raw row
    - crm/deal_line_items.csv deal_111_01:1 raw row
    - crm/deal_line_items.csv deal_111_01:2 raw row
    - crm/deal_stage_history.csv deal_111_01:1 raw row
    - crm/deal_stage_history.csv deal_111_01:2 raw row
    - crm/deal_stage_history.csv deal_111_01:3 raw row
    - +1 more
  - Conover Lending Group entity
    - crm/companies.csv org_111 raw row
  - Conover Lending Group entity
    - crm/companies.csv org_111 raw row
- Demo follow-up entity
  - Conover Lending Group entity
    - crm/companies.csv org_111 raw row
  - mailbox/messages.csv thr_111_0002:1 raw row
Evidence trail page block
The story page block
Next step page block
Open tickets (computed from the records; nothing to show yet) page block
Profile page block
Sources page block
Platform usage (computed from the records; nothing to show yet) page block

Computedmade from

Sources AI · Calls · CRM · Documents · Events · Email

made from

BG-Demo is a fictional company; every organisation and person here is invented. B-Glass is the tool. Data as of Fri 9 Oct 2026. Help & Support

Data	Records
Organisations	225
People at customers	862
BG-Demo staff records (in post and leavers)	58
Calls	1,995
Email threads	3,013
Support tickets	1,159
Documents	1,218
Deals	315
Invoices	285
Events	49
News items	119

Conover Lending Group

AI facts

Profile

AI opinion

Key facts

Next step

The story

ARR journey

Platform usage

Documents

Open deals

Open tickets

Activity

Contacts

Evidence trail

Help & Support

Help & Support

How to use the site

How to ask

What the data covers

Who to contact

Ask B