The proof · Flagship case studySouth Florida CRE

Meridian. The flagship build.

Our first vertical and flagship build. A phone-enrichment and CRM platform for South Florida commercial real estate. It turns hours of manual owner research into an automated pipeline that returns a verified phone number, then hands the team a built-in dialer and CRM to work every one.

1
Flagship platform, shipped and running in production
~70%
Verified owner phone-match rate on Meridian
3
Public-record sources chained per owner: county, SunBiz, LexisNexis
FL
Florida-focused, built for South Florida commercial real estate

01 · The problem

Owner research was the bottleneck.

Before a broker could pick up the phone, someone had to find out who actually owned the building, and how to reach them.

Every property meant a tour through a dozen disconnected public sources. County property appraisers to find the owner of record, SunBiz to unwind the LLC behind it, LexisNexis to tie the entity back to a person and a number. Slow, manual, and inconsistent from one deal to the next.

The people who should have been building relationships and closing deals were instead losing hours to research and data entry. It was the quiet tax on every transaction, and it did not scale with the size of the list.

02 · What we built

One system, end to end.

Not a tool bolted onto the side. A single pipeline that carries an owner from a raw property list all the way to a dialed call, with the whole team working from the same screen.

01

Records pipeline

You feed in a property list. Each owner is run automatically through public county property-appraiser records to surface the owner of record. No tab-hopping, no copy-paste.

02

Entity resolution

Owners of record are usually an LLC, not a person. State business filings on SunBiz resolve the entity behind the property so the trail leads to a real human.

03

Phone enrichment

LexisNexis public-records enrichment ties the entity back to a verified current phone number, at roughly a 70% hit rate. Florida-focused, and honest about the miss rate.

04

Dialer and CRM

Numbers drop straight into a built-in dialer and CRM. The team calls, texts, and emails from one screen, and every touch is logged automatically as it happens.

Built with
Next.jsTypeScriptSupabaseAnthropic ClaudePlaywrightTwilio VoiceLeaflet

03 · How it works

From a property list to a verified phone.

The same pipeline runs on every owner, automatically. You drop in the list. It chains the public-record sources, resolves the entity, and returns a number ready to dial.

MERIDIAN
⌕ search…
DASHANALYTICS+ NEW BATCH
+ NEW CHAT
HISTORY
Phone for 100 NW 176…
Broward LLCs
Hello
ACTIVE
Broward MF
REAL ESTATE ASSISTANT
What's the phone for 100 NW 176?
What's the phone for 100 NW 176 St?
TOOL CALL
Searching addresses · 100 NW 176
100 NW 176 ST, Miami781-622-1000
The pipeline
01

Property list in

You feed in a list of properties you care about.

02

County records

Public property-appraiser records surface the owner of record.

03

SunBiz

State business filings resolve the LLC or entity behind the property.

04

LexisNexis

Public-records enrichment ties the entity back to a real person.

05

Verified phone

A verified owner phone number, roughly a 70% hit rate.

06

Dialer and CRM

Numbers drop into a built-in dialer and CRM, ready to call.

Inside the product

Selected frames.

FIG · 01console / research
MERIDIAN
⌕ search…
DASHANALYTICS+ NEW BATCH
+ NEW CHAT
HISTORY
Phone for 100 NW 176…
Broward LLCs
Hello
ACTIVE
Broward MF
REAL ESTATE ASSISTANT
What's the phone for 100 NW 176?
What's the phone for 100 NW 176 St?
TOOL CALL
Searching addresses · 100 NW 176
100 NW 176 ST, Miami781-622-1000
Operator console. An owner runs through the county, SunBiz, and LexisNexis pass, with each step surfaced as it resolves.
FIG · 02address / phones
PHONE RESEARCH (LEXISNEXIS)
James Patterson
Matched: PATTERSON, JAMES E
COMPLETE
ALL CANDIDATES (3)
781-622-1000Landline
LIFE TECHNOLOGIES CORP
786-555-0142Wireless
J PATTERSON · brother
305-555-0199Landline
M SMITH
Phone panel. Every candidate number is preserved and the best verified match is highlighted, ready to dial.
FIG · 03batch / run
MERIDIAN
⌕ search…
DASHANALYTICS+ NEW BATCH
BATCHES /
Broward Multifamily — April 2026
180 properties · processing · started 12m ago
142
8
6
24
ADDRESSCOUNTYBCPASUNBIZPHONESTATUS
1780 NW Miami CtMiami229-378-8237COMPLETE
100 NW 176 StMiami781-622-1000COMPLETE
3898 Pembroke RdBrowardREVIEW
19400 W Dixie HwyMiami646-321-1101COMPLETE
900 Park Centre BlMiami305-932-7719COMPLETE
Batch view. A whole list moves through the pipeline at once, with status per property and one-click export.

04 · The outcome

Research runs itself. The team works the phone.

The work that used to eat hours per owner now happens automatically in the background. What is left is the part only a person can do.

Instead of hunting across county sites, business filings, and public records, the team drops in a list and gets back verified owner numbers at roughly a 70% match rate. The misses are honest and visible, not hidden behind a guess.

From there the built-in dialer and CRM keep everything on one screen. Calls, texts, and emails go out and every touch logs itself. Meridian is early and focused on a single vertical, but it is real, in production, and it works.

The pattern

Meridian is the first. Yours is custom-built the same way.

We do not resell Meridian. Every engagement starts from your operation and gets its own systems, agents, and automations, built to the same standard you see here.

What we could build into your operation
Owner and lead researchOutreach and dialingCRM and data enrichmentFollow-up automationReporting and pipelineAdmin and back-office ops

Want one built for your business?

One call. We learn your operation and tell you honestly where AI fits and whether we are the team to build it.