01 / Find
Lead Finder
Identify potential borrowers or referral sources with fit signals and contact details.
Loan broker pack
Qualify faster, collect documents sooner, and keep borrowers moving.
This pack is built for loan brokers who need to capture leads, ask for the right documents, keep the pipeline warm, and reduce handoff friction before approval conversations.
Lead qualification
Document chase
Follow-up
Appointment booking
What this pack optimizes
Primary goalMore qualified applications
Secondary goalFaster document completion
Risk controlKeep progress visible and follow-up consistent
02 / Qualify
Qualification assistant
Check basic fit, need, and readiness before asking for more work from the borrower.
03 / Collect
Document request assistant
Ask for the documents needed to move the application forward, with reminders if they stall.
04 / Follow up
Follow-up Assistant
Continue outreach based on borrower response, delay, or missing information.
05 / Book
Appointment Assistant
Schedule borrower calls, lender meetings, or handoffs with clear confirmations.
06 / Control
Pipeline guard
Track status changes, missing items, and next steps so the team never loses momentum.
Employee pages
Every role has a clear job and output
Lead FinderFinds borrowers and referral sources with useful fit signals.
Document RequestChases the right files at the right time.
Follow-up AssistantKeeps the pipeline warm until the next action happens.
Pipeline GuardFlags stalled deals and missing next steps.
The loan broker pack should feel organized and momentum-driven, with less manual chasing and fewer dropped files.
Playbooks
Reusable flows for this industry
Application intakeCapture borrower details and start the file cleanly.
Document chaseRequest and remind for missing documents without friction.
Pipeline follow-upKeep borrowers active until the next milestone.
Application statusSummarize what is missing and what comes next.