Playbook

Application intake

Capture borrower details, request the right files, and hand the file forward cleanly.

Trigger

New borrower inquiry

Starts when a lead submits an application or requests help.

Action

Collect details

Request the minimum information needed to start the file.

Approval

Review exceptions

Escalate unusual cases or missing fields for human review.

Result

Ready file

Measure success by completed applications and reduced back-and-forth.