Lead and application intake at mortgage broking firms involves manually capturing borrower information from multiple channels, entering it into several systems, and preparing loan applications for signature.
Automation extracts borrower details from incoming inquiries, validates the information, populates application templates automatically, and sends them for signature with built-in follow-up reminders. The result is faster lead processing and fewer manual handoffs.
The full workflow, from trigger to completion.
A new lead arrives via email, web form, or phone intake. The automation is triggered immediately.
The automation parses the incoming email or form submission, extracts borrower name, contact details, loan amount, property address, and employment information. It validates phone and email format and flags any missing required fields.
The automation compares the loan amount, property type, and borrower profile against the firm's lending criteria and risk thresholds. It flags any red flags or out-of-policy scenarios for manual review.
The validated data is automatically written as a new contact record and a linked deal with loan amount, property address, and source information pre-populated.
A compliance intake checklist is automatically generated and populated with borrower details. Required fields are marked and the checklist is linked deal for tracking.
The loan application template is automatically filled with all borrower and loan details, converted to a PDF, and sent to the borrower with a signature request link.
The lead is automatically routed to the next available loan officer based on workload and specialization rules. The loan officer receives a notification with a summary of the lead and next steps.
An automated follow-up task is created. If the application is not signed within 24 hours, a reminder email is sent to the borrower and a task alert is sent to the loan officer.
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