Move to Hard Claims
Vetting
overview
research
outreach
agreement
claim
activity
SCO Data
First Name
Helen
Last Name
Pachynski
Address
PO BOX 11055
City / State / Zip
SANTA ROSA, CA, 95406
Current Balance
$168,583
Type
IR01: TRADITIONAL IRA - CASH
Holder
CHARLES SCHWAB & CO INC
Holder Location
LONE TREE, CO
Contacts (0)
Add contact
No contacts yet. Add one or run AI research from the Research tab.
Lead score
99
Risk flags
—
Notes & actions
Qualify
Dismiss
Re-vet with AI
Status
Vetting
Qualified
Researching
Contact found
Prospect
Outreach
Replied
Agreement sent
Agreement signed
Claim assembling
Claim filed
Claim approved
Paid
Closed
Dead
Unreachable
Notes
Call Coach
Claim
Desk
CA unclaimed-property CRM
Dashboard
Leads
Campaigns
Pipelines
Workflows
Claims
Call Center
Live Calls
Outbound Agent
Training
Agents
Docs
Settings
Profile
Outreach
Agents
Voice Agents
Integrations
Auth disabled
EC2 bootstrap mode