Lead & Enquiry Intake

An email arrives, a web form is submitted, or a phone message is logged. The automation platform monitors all three channels and triggers on new inbound enquiries.

The automation reads the enquiry and extracts name, contact details, loan amount, industry, and enquiry type. It handles incomplete or unstructured input and flags missing critical fields.

The automation checks the extracted details against stored eligibility criteria: loan amount range, excluded industries, and existing customer status. It returns a pass or fail decision.

If the prospect meets all eligibility criteria, the lead is qualified. If not, it is logged as ineligible and a rejection email is sent.

The automation creates a new contact with the extracted details, or updates an existing contact if a match is found by email or phone number.

The automation assigns the lead to the appropriate broker based on stored rules: speciality, geography, and current workload. A human can override the assignment if needed.

A message is sent to the assigned broker with the prospect name, contact details, loan amount, and enquiry summary. The message includes a direct link.

An automated email is sent to the prospect confirming receipt of their enquiry and providing an expected response timeframe. The email is personalised with the prospect's name and broker contact details.