Trigger
New borrower inquiry
Starts when a lead submits an application or requests help.
Playbook
Application intake
Capture borrower details, request the right files, and hand the file forward cleanly.
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
Success is completed applications and reduced back-and-forth.
FAQ
Common questions
Overview
What does Application Intake do?
It packages the application intake workflow into a repeatable sequence.
Why it matters
Why it works
It keeps the story simple.
Best fit
When to use loan brokers playbook - application intake?
Use it when the workflow will be reused often.