Lead & Enquiry Intake

Q: Does someone still need to be involved in qualifying a lead?

Staff review flagged concerns and make the final call, while the automation handles the repetitive checking and chasing.

Q: Can this work with the CRM and document tools we already use?

Yes, it connects with common CRM, email, e-signature, and spreadsheet tools rather than requiring a switch.

Q: What happens to existing leads and records already in the system?

Existing records stay in place and the automation picks up new enquiries going forward without disrupting prior data.

Q: How are incomplete applications or missing documents handled?

The automation follows up automatically until documents are complete and flags any file that stalls for manual attention.

Stop losing leads to slow follow-up by routing every enquiry to the right broker desk within minutes of arrival.

284 hrs

Manual time identified

Companies have mapped

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About This Automation

Lead and enquiry intake covers everything from first contact through document collection, credit checks, and affordability review before a file reaches a broker. Manual handling stretches this across days and depends on constant chasing, which delays applicants and ties up staff attention.

The automated version collects details, sends and tracks required documents, and reviews financials and credit history against lender rules. Qualified files route to the right broker the same day, with a full record of what was checked and why.

Key features:

Captures new enquiries from any source and creates a structured record automatically

Sends document checklists and consent forms without manual follow-up

Chases missing financial documents on a set schedule until the file is complete

Reviews credit history and bank statements against affordability rules

Records qualification outcomes with supporting notes for every decision

Routes qualified leads to the assigned broker and books the next call

Data insights How it works Apps used What you get FAQ

Top friction points when done manually

The issues teams report most often with this process

#	Friction point	Companies Report This
1	Manual document chasing causes delays Applicants sit idle waiting for reminder emails to go out.	80%
2	Credit history review inconsistency Manual credit checks vary in depth depending on who performs them.	67%
3	Bank statement review takes too long Line by line review of statements slows down affordability decisions.	53%
4	Qualification outcome delays broker handoff Brokers wait longer than needed to receive qualified leads.	40%
5	Lead details entered inconsistently Manual data entry produces gaps or errors in the lead record.	26%

Disclaimer

Automation readiness

How well-suited this process is for automation

Process Pain Score™

9.3/ 10

AI Fit Rating™

8.6/ 10

Automation Lift Index™

8.0/ 10

Hidden Overhead™

6.5/ 10

How The Automation Works

The full workflow, from trigger to completion.

1. New Enquiry Submittedtrigger

An enquiry captured form submission triggers the workflow instantly.

2. Lead Record Created

Contact and enquiry details are written with source and asset type tagged automatically.

3. Document Collection Sends Checklist

The automation emails the checklist and consent form, then follows up automatically if items are missing after 48 hours.

4. Verification Reviews Credit And Bank Data

The automation reviews credit history notes and bank statement uploads, flagging inconsistencies for review.

5. Qualification Scores Affordability

The automation applies the lender panel's affordability rules and produces a pass or fail decision with reasoning.

6. Disqualified Lead Logged

Leads that fail qualification are closed out with a reason code and no further action taken.

7. Sales Rep Notified

Qualified leads trigger a message to the assigned broker with a summary and recommended next step.

Most popular tool stack used

— the complete tool combinations companies use

55% of companies

28% of companies

15% of companies

Disclaimer

What you get when you map this process

Everything you need to understand, plan, and build your automation.

ROI and business case

What this process costs today and what changes once it's automated.

Launch schedule

What gets built, in what order, and what success looks like once it's live.

Process runbook

How the automation runs day to day, including exceptions and human decision points.

Developer handover pack

Full build spec, logic, and configuration — ready to hand off without a briefing call.

Integration and connections guide

Every tool connection, credential, and data mapping the build needs.

Test and QA plan

412 hrsIdentified

4Mapped

View

Frequently asked questions

Everything you need to know before mapping this process.

What parts of lead intake does this automation handle?

It handles enquiry logging, document requests and chasing, credit and affordability checks, and routing qualified leads to a broker.

Does someone still need to be involved in qualifying a lead?

Can this work with the CRM and document tools we already use?

What happens to existing leads and records already in the system?

How are incomplete applications or missing documents handled?

View more FAQs

Process pain:9.3/10

Mapped by:4 Companies

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Page updated 10 August 2026