Money leaves a paper trail with a date on it. A contractor's bond cancels on a set day. A lien lapses five years after it was filed. A company reports a raise. A new agency or advisory firm gets licensed before it has picked its partners.
These six machines track those dates through our own pipelines, for lenders, brokers, carriers, custodians and the firms that sell to them.
A contractor's surety bond or workers' comp policy on file is set to cancel or expire.
ForSurety bond agents, commercial P&C brokers, workers' comp carriers, wholesalers.
20,487
bond and comp dates under 60 days. California.
A business's UCC financing statement is nearing its five-year lapse date.
ForCompeting lenders, refinance brokers, equipment dealers.
4,148
business liens lapsing inside 90 days. Colorado.
A homeowner or small builder pulls a permit for a new house, an addition, an ADU, a pool or a teardown.
ForLoan officers, construction and renovation lenders, HELOC desks, title and insurance.
971
loan-shaped residential jobs. Austin, 90 days.
A new insurance agency gets its license, before it has picked its carriers.
ForCarriers and MGAs, wholesalers, agency networks, agency software, E&O.
1,574
insurance agencies licensed. Texas, 90 days.
A new investment advisory firm's registration takes effect.
ForCustodians, compliance consultants, advisor tech, marketing agencies, E&O and cyber brokers.
463
advisory firms registered. United States, 90 days.
A private company reports a fresh raise in a public filing.
ForCRE brokers, recruiters, benefits brokers, IT and MSPs, office furniture, wealth managers.
$1,542,276,069
reported raised in qualifying filings. United States.
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