Delmar Mortgage

{"name":"Patrick Gibbs","website":"https://patrickgibbs.dev","role":"AI & Automation Developer","organization":{"name":"Epiphany Dynamics","url":"https://epiphanydynamics.si"},"location":"Nashville, TN. Remote-first.","slogan":"Work, Reimagined.","focus":["AI agents","Agentic workflows","AI voice agents","Automation","Connected systems","Web experiences","Agent-ready sites"],"selected_engagements":[{"id":"mano-swartz","client":"Mano Swartz Furs","contribution":"Designed and built seven connected operating systems for Richard Swartz and his team.","outcome":"I built software and AI agents for Mano Swartz Furs' nationwide fur-buying program: a texting agent that checks photos and drafts replies, and voice agents that answer calls.","evidence":[{"value":1627,"display":"1,627","label":"1,627 automated software tests passed.","note":"Recorded in September 2026 across 63 test files. These checks help detect unintended changes; they are not a guarantee that every problem has been found.","kind":"recorded"},{"value":20054,"display":"20,054","label":"customer photos delivered","note":"Organized and returned to the client’s Google Drive, totaling 4.66 GB.","kind":"recorded"},{"value":689,"display":"689","label":"689 customer inquiry records","note":"From 491 different callers, counted from the intake sheet on 4 September 2026.","kind":"recorded"},{"value":74,"display":"v74","label":"main-line voice agent version","note":"The main-line AI voice agent reached its 74th published revision.","kind":"recorded"},{"value":2076,"display":"2,076","label":"historical offers managed","note":"Past offers, managed in the same connected buying workflow.","kind":"recorded"}],"capabilities":["automation","ai","knowledge"],"url":"https://patrickgibbs.dev/work/case/mano-swartz/"},{"id":"delmar-mortgage","client":"Jason Fransos · Delmar Mortgage","contribution":"Built AI search over mortgage guidelines plus automated text and email follow-up for Jason Fransos.","outcome":"I built an AI assistant that answers a mortgage professional's questions from lending guidelines, and automated his text and email follow-up with borrowers.","evidence":[{"value":2,"display":"2","label":"follow-up channels, text and email","note":"Text for time-sensitive touches, email behind it.","kind":"recorded"},{"value":20,"display":"20x","label":"faster guideline answers","note":"From 20 or more minutes per lookup to under one minute.","kind":"recorded"},{"value":2,"display":"2x","label":"contact ratio","note":"Over 12 months with both systems in use; not a conversion rate.","kind":"recorded"},{"value":12,"display":"12 months","label":"in daily use","note":"Both systems, every day.","kind":"recorded"}],"capabilities":["automation","knowledge","growth"],"url":"https://patrickgibbs.dev/work/case/delmar-mortgage/"},{"id":"urgent-care-dentist","client":"Emergency Dentist LLC","contribution":"Built the AI phone receptionist for Dr. Brent Sedon’s emergency dental practice.","outcome":"I built an AI voice agent for an emergency dental practice to answer after-hours calls and guide callers through booking.","evidence":[{"value":63,"display":"63 hours","label":"overnight coverage each week","note":"10 pm–7 am, seven days; recorded coverage schedule.","kind":"recorded"},{"value":200,"display":"~200+","label":"after-hours bookings","note":"The practice's estimate since 10 April 2026, not a system count.","kind":"estimate"}],"capabilities":["ai","automation"],"url":"https://patrickgibbs.dev/work/case/urgent-care-dentist/"},{"id":"sg-news","client":"SGNews","contribution":"Built the AI editorial pipeline and repaired feed ingestion for Juan Minatta’s news platform.","outcome":"I built SGNews's AI editorial pipeline, which rewrites source stories into short briefings every five minutes, and repaired how it collects stories and detects failures.","evidence":[{"value":47277,"display":"47,277","label":"articles published","note":"Public WordPress API count, 7 May–12 September 2026.","kind":"recorded","live":{"source":"wp-count","id":"sg-news-articles"}},{"value":2445,"display":"2,445","label":"articles in one measured week","note":"Public WordPress API, 6–12 September 2026.","kind":"recorded"},{"value":89,"display":"89 seconds","label":"to clear the backlog","note":"13 previously skipped articles processed with zero errors.","kind":"recorded"}],"capabilities":["automation","ai","rescue"],"url":"https://patrickgibbs.dev/work/case/sg-news/"},{"id":"forging-teams","client":"Forging Teams","contribution":"Built an AI coaching assistant, a public demo, and a paid application for Johnny Torgeson’s team-development methodology.","outcome":"I turned Forging Teams' leadership methodology into an AI coaching assistant that answers a leader's questions from the founder's book and field guide, sold by subscription.","evidence":[{"value":4,"display":"4","label":"subscription plans in the live application","note":"Observed on the application’s public pricing page; not a customer count.","kind":"recorded","live":{"id":"forging-teams-tiers"}}],"capabilities":["product","ai","knowledge"],"url":"https://patrickgibbs.dev/work/case/forging-teams/"},{"id":"second-brain","client":"A Private Client","contribution":"Built a private AI workflow for capture, transcription, classification, and routing.","outcome":"I built a private AI workflow that turns a client's recordings into organized notes and action items, with sensitive audio handled by AI on the client's own machine.","evidence":[{"value":2351,"display":"2,351","label":"2,351 recordings and screenshots filed","note":"Drive metadata, 9–24 June 2026.","kind":"recorded"},{"value":520,"display":"520","label":"520 tasks created","note":"Recorded in Asana, 8 June–15 July 2026. This counts tasks created, not completed.","kind":"recorded"},{"value":0,"display":"0 bytes","label":"sensitive audio sent to cloud services","note":"Architectural boundary: sensitive audio is transcribed locally.","kind":"recorded"}],"capabilities":["knowledge","automation","ai"],"url":"https://patrickgibbs.dev/work/case/second-brain/"},{"id":"getting-ohio-home","client":"Rebecca DeLawder · Getting Ohio Home","contribution":"Built Rebecca DeLawder’s local search presence, local area and relocation guides, and business-profile corrections.","outcome":"I improved a real estate agent's website content and public listings. Three weeks after the new pages went live, Google AI Mode recommended her first.","evidence":[{"value":3,"display":"3 weeks","label":"after the new pages went live, Google AI Mode recommended her first","note":"Signed-out Google AI Mode search on 7 August 2026 for \"who is a good realtor to help me relocate to Southern Ohio for work\". She was the first agent it named. Answers can vary between searches.","kind":"recorded"},{"value":3,"display":"3","label":"local area and relocation guides indexed","note":"Pike County, Scioto County, and Relocating to Southern Ohio.","kind":"recorded"}],"capabilities":["growth"],"url":"https://patrickgibbs.dev/work/case/getting-ohio-home/"},{"id":"hometown-stream","client":"Hometown Stream","contribution":"Built Stripe Connect onboarding and automatic contributor transfer routing for Peter Malinger’s existing streaming platform.","outcome":"I connected Hometown Stream's subscriptions to contributor onboarding and payments, replacing a manual payout workflow.","evidence":[{"value":7,"display":"7 days","label":"from acceptance to completion","note":"Contributor-payment project, accepted 23 March and completed 30 March 2026.","kind":"recorded"},{"value":240,"display":"~240","label":"manual payment steps a year","note":"20 contributors × 12 months; derived, not an observed transfer count.","kind":"estimate"}],"capabilities":["automation","product"],"url":"https://patrickgibbs.dev/work/case/hometown-stream/"},{"id":"vettique","client":"Vettique","contribution":"Integrated external evidence into the AI reports and rebuilt scoring in Ziad Ayad’s existing supplier-risk product.","outcome":"I connected seven evidence sources to Vettique's AI supplier-risk reports and separated missing information from signs of risk.","evidence":[{"value":7,"display":"7","label":"7 sources of supplier information","note":"Customs records, supplier profile, category pricing, business listing, domain age, scam and safe-browsing checks, web presence.","kind":"recorded"},{"value":25,"display":"85 to 25","label":"One supplier’s risk score changed from 85 to 25","note":"After correcting the evidence used in that assessment. This is one recorded example.","kind":"recorded"},{"value":396339,"display":"396,339","label":"misattributed shipments removed","note":"Caught and removed before launch.","kind":"recorded"}],"capabilities":["ai","rescue","product"],"url":"https://patrickgibbs.dev/work/case/vettique/"},{"id":"music-exclusive","client":"Music Exclusive","contribution":"Audited, repaired, and stabilized the codebase Joy Lewis inherited from a previous developer.","outcome":"I audited and stabilized an inherited music subscription platform, fixing security and payment issues before launch.","evidence":[{"value":15,"display":"15","label":"15 security issues resolved","note":"Across two audits of the inherited platform.","kind":"recorded"},{"value":4,"display":"4 days","label":"launch-readiness sprint","note":"From the start of the sprint to delivery.","kind":"recorded"},{"value":27,"display":"27","label":"27 steps checked across the artist and fan experience","note":"Every step walked and verified in the sprint.","kind":"recorded"}],"capabilities":["rescue","product"],"url":"https://patrickgibbs.dev/work/case/music-exclusive/"},{"id":"mysubletter","client":"MySubletter","contribution":"Adapted a stock Laravel real-estate script into the live MySubletter marketplace for Shannon Douglas.","outcome":"I developed an existing real-estate script into a subletting marketplace, adding features and improving reliability across several engagements.","evidence":[{"value":556,"display":"556","label":"556 automated tests","note":"Containing 1,537 individual checks, up from 375 tests at the second milestone.","kind":"recorded"},{"value":619,"display":"619","label":"application routes at delivery","note":"The addresses used by its pages and software functions.","kind":"recorded"},{"value":4,"display":"4","label":"times rehired by the same founder","kind":"recorded"}],"capabilities":["rescue","product"],"url":"https://patrickgibbs.dev/work/case/mysubletter/"},{"id":"granite-international","client":"Granite International","contribution":"Built Adam Balogh a local supplier-research tool with AI categorization, then added a browser interface.","outcome":"I built a research tool for a wholesale sourcing business that finds supplier emails, then uses AI to categorize each supplier and write the first line of an outreach draft.","evidence":[{"value":1,"display":"15 to 1 min","label":"research time per supplier","note":"Case-study estimate, not a controlled timing study.","kind":"estimate"}],"capabilities":["automation","growth","ai"],"url":"https://patrickgibbs.dev/work/case/granite-international/"},{"id":"research-mcp","client":"Boutique Research Team","contribution":"Built an MCP server connecting Claude Desktop to live Benzinga analyst-ratings data.","outcome":"I connected a research team's AI assistant to live financial-data tools so analysts could ask questions using their existing workflow.","evidence":[{"value":5,"display":"5","label":"5 financial-data requests checked","note":"Analyst ratings, rating changes, price targets, consensus, and recent activity.","kind":"recorded"},{"value":3,"display":"3 days","label":"ahead of the deadline","note":"Delivered Saturday against the following Tuesday’s deadline.","kind":"recorded"}],"capabilities":["ai","knowledge"],"url":"https://patrickgibbs.dev/work/case/research-mcp/"}],"selected_work":[{"id":"ed-site","name":"Epiphany Dynamics","description":"The website for Epiphany Dynamics, where I present my business and client work.","technologies":["Astro","React","TypeScript"],"url":"https://epiphanydynamics.si"},{"id":"learn","name":"Epiphany Learn","description":"Free lessons and quizzes that help business owners understand AI.","contribution":"I build and maintain this product.","technologies":["Next.js","TypeScript","MDX"],"url":"https://epiphany.help"},{"id":"calculator","name":"AI for Business Calculator","description":"Estimate the time and cost involved in automating a workflow by changing the assumptions yourself.","contribution":"I build and maintain this product.","technologies":["Astro","React","TypeScript"],"url":"https://ai4bizcalculator.online"},{"id":"quiz","name":"AI Readiness Quiz","description":"A questionnaire that helps business owners think through their readiness to use AI.","contribution":"I build and maintain this product.","technologies":["Vite","React","TypeScript"],"url":"https://quiz.epiphanydynamics.ai"},{"id":"wwwms","name":"What's Wrong With My Site","description":"Enter a website address to get a plain-language diagnosis of issues to investigate.","contribution":"I build and maintain this product.","technologies":["Astro","TypeScript"],"url":"https://whatswrongwithmy.site"},{"id":"port-cleanup","name":"Port Cleanup","description":"A native Mac app for clearing stale listening ports, with AI recommendations you review before anything closes.","contribution":"I build and maintain this product.","technologies":["Swift","SwiftUI"],"url":"https://github.com/epiphany-dynamics/port-cleanup"},{"id":"hypebench","name":"HypeBench","description":"A ranking of AI models by online attention across social and developer communities.","contribution":"I build and maintain this product.","technologies":["Astro","TypeScript"],"url":"https://hypebench.buzz"},{"id":"fss","name":"Field Service Stack","description":"Software guides and comparisons for businesses that work in the field.","contribution":"I build and maintain this product.","technologies":["Astro","TypeScript"],"url":"https://fieldservicestack.com"},{"id":"affiliates","name":"Affiliate Dashboard","description":"A dashboard for people who refer clients to my business.","technologies":["Next.js","Supabase"],"url":"https://affiliates.epiphanydynamics.ai"},{"id":"booking","name":"Booking","description":"The scheduling service I run for phone and video appointments.","technologies":["TypeScript","Docker","Postgres"],"url":"https://book.epiphanydynamics.ai"},{"id":"sign","name":"E-signature","description":"The signing service I run for contracts and partnership agreements.","technologies":["Docker","MinIO"],"url":"https://sign.epiphanydynamics.ai"},{"id":"music","name":"Music Exclusive","description":"An inherited music subscription platform I helped secure and prepare for launch.","contribution":"Platform stabilization through Epiphany Dynamics.","technologies":["React","Supabase","Stripe"],"url":"https://musicexclusive.co"}],"open_source":[{"name":"port-cleanup","summary":"Native macOS utility for clearing stale listening ports with reviewable AI recommendations.","url":"https://github.com/epiphany-dynamics/port-cleanup","group":"product","license":"MIT","language":"Swift","live":"https://github.com/epiphany-dynamics/port-cleanup/releases/latest"},{"name":"prime-desktop","summary":"A Mac app for working with the Prime Agent AI assistant.","url":"https://github.com/epiphany-dynamics/prime-desktop","group":"agent-tooling","license":"MIT"},{"name":"claude-skills-portfolio","summary":"Reusable instructions and workflows for Claude Code.","url":"https://github.com/epiphany-dynamics/claude-skills-portfolio","group":"agent-tooling","license":"MIT"},{"name":"clawd-discord-relay","summary":"Connects coding assistants with Discord and keeps context between conversations.","url":"https://github.com/epiphany-dynamics/clawd-discord-relay","group":"agent-tooling","license":"MIT","language":"TypeScript"},{"name":"supabase-ledger-hardening-kit","summary":"Code for keeping account records consistent when updates happen at the same time, with checks on who can access them.","url":"https://github.com/epiphany-dynamics/supabase-ledger-hardening-kit","group":"kit","license":"MIT","from":{"id":"bbq-registry","label":"Official Barbecue Champions Registry"}},{"name":"call-speaker-diarization-kit","summary":"Code for identifying speakers on a shared phone line and reporting confidence in a match.","url":"https://github.com/epiphany-dynamics/call-speaker-diarization-kit","group":"kit","license":"MIT","from":{"id":"speaker-id","label":"Steve's Computers"}},{"name":"resilient-data-source-kit","summary":"Code for handling unreliable data sources and checking how closely records match.","url":"https://github.com/epiphany-dynamics/resilient-data-source-kit","group":"kit","license":"MIT","from":{"id":"vettique","label":"Vettique"}},{"name":"nocode-email-fallback-kit","summary":"An alternative email-notification path for forms when their normal notifications fail.","url":"https://github.com/epiphany-dynamics/nocode-email-fallback-kit","group":"kit","license":"MIT"},{"name":"epiphany-learn","summary":"Free lessons and quizzes that help business owners understand AI.","url":"https://github.com/epiphany-dynamics/epiphany-learn","group":"product","license":"MIT","language":"TypeScript","live":"https://epiphany.help"},{"name":"aiforbizcalculator","summary":"A calculator for exploring estimates of the time and cost involved in automation.","url":"https://github.com/epiphany-dynamics/aiforbizcalculator","group":"product","language":"TypeScript","live":"https://ai4bizcalculator.online"},{"name":"ai-quiz-app","summary":"A questionnaire that helps business owners think through their readiness to use AI.","url":"https://github.com/epiphany-dynamics/ai-quiz-app","group":"product","language":"TypeScript","live":"https://quiz.epiphanydynamics.ai"},{"name":"fieldservicestack","summary":"Software guides and comparisons for businesses that work in the field.","url":"https://github.com/epiphany-dynamics/fieldservicestack","group":"product","language":"TypeScript","live":"https://fieldservicestack.com"},{"name":"harford-dui-web","summary":"An education provider's website with owner editing and online payments.","url":"https://github.com/epiphany-dynamics/harford-dui-web","group":"client","language":"TypeScript","from":{"id":"harford-dui","label":"Harford DUI Education"}},{"name":"granite-organizer","summary":"A desktop tool that sorts PDFs and videos into folders using a spreadsheet.","url":"https://github.com/epiphany-dynamics/granite-organizer","group":"client"}],"systems":[{"name":"Operations tools","summary":"Runs services such as booking, document signing, search, and databases that my business uses."},{"name":"Epiphany Loop","summary":"Organizes code changes and routes them through a second review before they are accepted."},{"name":"GitHub Guardian","summary":"Watches the code projects I maintain and separates checking for problems from making changes."},{"name":"Gravity","summary":"Organizes material for my websites and gives me a preview to approve before publication."},{"name":"Mission Control","summary":"Helps prepare article drafts, images, and related links for review."},{"name":"Knowledge vault","summary":"Keeps project context, decisions, and instructions together so the assistants and I can find them."},{"name":"Agent guardrails","summary":"Defines what an assistant may read or change and when it must stop for approval."},{"name":"Hermes","summary":"Helps with scheduled tasks, service checks, and daily updates."},{"name":"Workspace integrations","summary":"Lets the assistants use information in the business accounts where the work already happens."},{"name":"Capture tools","summary":"Turns meetings, calls, and work activity into written notes I can refer to later."}],"press":[{"outlet":"VKTR","title":"The AI Black Box Problem Is Getting Worse","url":"https://www.vktr.com/ai-ethics-law-risk/the-ai-black-box-problem-is-getting-worse/","date":"2026-06-11"},{"outlet":"DestinationCRM","title":"AI Copilots Could Fix What SFA Got Wrong","url":"https://www.destinationcrm.com/Articles/ReadArticle.aspx?ArticleID=175026","date":"2026-06-01"},{"outlet":"TechRound","title":"Are US Businesses Too Reliant On Third-Party AI Infrastructure?","url":"https://techround.co.uk/business/are-us-businesses-too-reliant-on-third-party-ai-infrastructure/","date":"2026-07-02"},{"outlet":"TechRound","title":"The Real Reason Enterprise AI Pilots Fail","url":"https://techround.co.uk/artificial-intelligence/quite-contrary-the-real-reason-enterprise-ai-pilots-fail-according-to-chase-w-hughes/","date":"2026-08-12"},{"outlet":"The Food Institute","title":"Survey Shows Many Consumers Distrust Agentic AI But Use It Anyway","url":"https://foodinstitute.com/focus/survey-shows-many-consumers-distrust-agentic-ai-but-use-it-anyway/","date":"2026-05-07"},{"outlet":"Tech Startup Network","title":"Meet the Founder: Patrick Gibbs","url":"https://techstartupnetwork.co/meet-the-founder-patrick-gibbs/","date":"2026-07-15"},{"outlet":"Nashville Voyager","title":"Interview feature","url":null,"date":"2026-05-05"},{"outlet":"The B2B Clarity Edit","title":"16 Experts on the Cost of Playing It Safe in B2B Messaging","url":"https://medium.com/@yarawriting/16-experts-on-the-cost-of-playing-it-safe-in-b2b-messaging-bd98b4b40ce6","date":"2026-06-02"}],"certifications":["IBM RAG and Agentic AI Professional Certificate, IBM Skills Network (2026-10-13)","Google AI Professional Certificate, Google Career Certificates (2026-10-06)","Neo4j & Generative AI Certification, Neo4j GraphAcademy (2026-09-26)","Enterprise Design Thinking Practitioner, IBM SkillsBuild (2026-09-26)","AI Literacy, IBM SkillsBuild (2026-09-26)","Revenue Operations Certification, HubSpot (2026-09-26)","Agentic Systems Design Certification, Agentic Systems (Valid 2026-06-30 to 2028-07-30)","Airtable Builder Certification, Airtable (Valid 2026-06-30 to 2028-07-30)","AI and Career Empowerment, University of Maryland, Robert H. Smith School of Business (2026-01-16)","Agentic Orchestration Knowledge, Camunda (2026-01-18)","Make Academy: Foundation, Make.com (2026-01-16)","Make Academy: Basics, Make.com (2026-01-16)","Make Academy: Intermediate, Make.com (2026-01-16)","Make Academy: Advanced, Make.com (2026-01-16)","Claude 101, Anthropic Academy (April 2026)","Claude Code 101, Anthropic Academy (April 2026)","Introduction to Claude Cowork, Anthropic Academy (April 2026)","Claude Code in Action, Anthropic Academy (April 2026)","AI Fluency: Framework and Foundations, Anthropic Academy (April 2026)","Building with the Claude API, Anthropic Academy (April 2026)","Introduction to Model Context Protocol, Anthropic Academy (April 2026)","Model Context Protocol: Advanced Topics, Anthropic Academy (April 2026)","Claude with Amazon Bedrock, Anthropic Academy (April 2026)","Claude with Google Cloud's Vertex AI, Anthropic Academy (April 2026)","Teaching AI Fluency, Anthropic Academy (April 2026)","AI Fluency for Educators, Anthropic Academy (April 2026)","AI Fluency for Students, Anthropic Academy (April 2026)","AI Fluency for Nonprofits, Anthropic Academy (April 2026)","Introduction to Agent Skills, Anthropic Academy (April 2026)","Introduction to Subagents, Anthropic Academy (April 2026)","AI Capabilities and Limitations, Anthropic Academy (April 2026)"],"contact":{"email":"me@patrickgibbs.dev","booking":"https://book.epiphanydynamics.ai","github":"https://github.com/mcpeezy","linkedin":"https://www.linkedin.com/in/patrick-gibbs-839b7b237","x":"https://x.com/EpiphanyDynamic"},"context":{"status":"Live at https://patrickgibbs.dev.","mcp_endpoint":"https://patrickgibbs.dev/api/mcp","connection_guide":"https://patrickgibbs.dev/mcp/","portable_brief":"/agent-brief.txt","resume_json":"/api/resume.json","resume_txt":"/api/resume.txt","resume_md":"/api/resume.md","resume_pdf":"/patrick-gibbs-resume.pdf","resume_page":"/resume/","case_studies":"/api/case-studies.json","booking":"People book a call at https://patrickgibbs.dev/connect/. The MCP connection reads availability and never creates an appointment."}}