Client dashboard
For Alex Rivera · NMLS 2000000 · Phoenix, AZ
Alex clears every authority bar — reviews, tenure, NMLS, and a real homebuyer-education signal. AI engines aren't connecting them to the questions buyers ask.
Authority readiness · 0–100
Tested across the leading search engines
Google Web
AI Overviews
ChatGPT
Perplexity
GeminiGoogle’s AI Overview leads with Alex on “summit lending phoenix reviews.”
One quote, cited across multiple AI engines.
Without a Yelp mortgage-broker surface, ChatGPT skips Alex on Phoenix searches — 0 mentions.
The practical floor is 100+ Google reviews; a closing-day ask clears it in 6–8 weeks.
Three small moves open the visibility gates. Everything else in this report is downstream of them.
This week
Small moves, big unlock. The two you can do alone are first; the one that needs a hand-off has a ready-to-send message below.
Escalation desk
Each card is a ready-to-send message — copy, paste into email or Slack, done in 30 seconds.
Identity
When names, titles, and addresses drift, AI confidence drops — and engines fill the gap.
Source of truth — the canonical facts AI should return
Today
Search engine / AI
conflicting signals
The system sees enough conflicts to dilute confidence. Search by name, AI finds him. Search by what he does, it doesn’t.
Retrieval risk
Each card is a real answer captured from a live engine.
Canonical share-of-voice audit · May 2026
Daniel isn’t winning on brand. Both names are below meaningful branded search volume. Daniel wins because he’s placed on the discovery surfaces buyers already use — Yelp, Google, lender pages. The fix below is putting Alex’s existing proof onto the same surfaces.
The inclusion floor
Two moves close the gap. Claim a Yelp Mortgage Brokers profile and push Google reviews from 54 toward 200 — almost everything else here is downstream of these two.
| Engine | Share of voice | Daniel | Alex | n |
|---|
The meaningful gap is 91% / 27%. When Google’s AI Overview names a specific broker, Daniel appears in 91%, Alex in 27%. Overviews reward how many surfaces name you, not how strong any one is — Daniel shows up on Yelp Top‑10, Reddit, and FastExpert; Alex only on Reddit.
Wedge-language pilot · May 2026
Wedge-language hit rate
Visibility by buyer intent
Buyer proof
His Google reviews already cluster on the wedge. The work is making that language easy for engines to read back.
Google Business Profile — review topic chips
Google generates these automatically from review text. The wedge already lives in his existing reviews.
Cross-engine signal — one Reddit thread, three engines
Surfaced across Perplexity, Google AI Overviews, and ChatGPT — same thread, three different audit prompts. Amplification candidate.
Protect, don’t manufacture. Alex’s two strongholds — this Reddit thread and his 142-review Experience.com profile — are protect-not-grow: preserve the pipeline at every closing, earn new mentions slowly from genuinely happy buyers, and never script or touch the existing thread.
Competitors
Not a ranking — a picture of which benchmark to track for which question, and how cleanly each public footprint gets classified.
Useful for the national-brand-LO story. Not the right territorial benchmark.
Catlin owns the Phoenix Map Pack. Track against Catlin for the territorial truth.
Same office, different visibility. Mechanical, not reputational — closed by the LO-page fix.
Not saying competitors are better overall. Some are easier for AI to classify in specific buyer-intent moments — directories, titles, and source pages are clearer.
30-day plan
Start with what makes Alex easier to recognize.
Sequenced rollout
Four-week sequence. Each week stacks the fixes that compound — visibility gates first, review velocity next, then attribution and proof.
Proof of progress
AI Overview
Today's answer
Alex Rivera is a Senior Loan Officer at Phoenix Mortgage. His office is at 2929 N Central Ave. Information about his recent activity may be limited; proceed with caution when verifying his footprint.
AI Overview
Projected after fixes
Alex Rivera is a Senior Mortgage Loan Officer at Summit Lending's Phoenix branch (4500 E Camelback Rd, Ste 200). NMLS 2000000, with 200+ verified reviews across Google, Zillow, and Experience.com. Mortgage career started at Summit Lending in March 2019. Active first-time-buyer instructor.
Drafts
Methodology
5 search engines · 50 buyer-discovery prompts · 250 answers captured in this run · 354 answers captured across both runs · 60 profiles audited · 15 audit sections. Run May 2026 in clean incognito. Every claim labeled FACT, INFERENCE, or ASSUMPTION.
Top sources by current coverage
Clean, incognito, repeatable. 50 buyer-discovery prompts across 5 engines, run in fresh incognito sessions to strip out account bias. Re-run any time to compare.
Backed by raw data. Every claim above ties to captured per-engine answer files delivered with the dashboard.