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.
The full workflow, from trigger to completion.
An enquiry captured form submission triggers the workflow instantly.
Contact and enquiry details are written with source and asset type tagged automatically.
The automation emails the checklist and consent form, then follows up automatically if items are missing after 48 hours.
The automation reviews credit history notes and bank statement uploads, flagging inconsistencies for review.
The automation applies the lender panel's affordability rules and produces a pass or fail decision with reasoning.
Leads that fail qualification are closed out with a reason code and no further action taken.
Qualified leads trigger a message to the assigned broker with a summary and recommended next step.
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