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
Measure success by completed applications and reduced back-and-forth.
FAQ
Common questions
What does it do?
What problem does Application Intake solve?
It packages the application intake workflow into a repeatable sequence.
How does it help?
Why is this page useful for SEO, AEO, and GEO?
It helps SEO, AEO, and GEO by making the steps and result explicit.
When do we use it?
When should a team use loan brokers playbook - application intake?
Use it whenever this workflow repeats enough to deserve a reusable playbook.