Qualify mortgage leads and collect documents automatically

The system screens mortgage leads, gets your approval, and securely collects client documents for you.

How the work actually flows

It branches. Exactly one path is taken; runs once per each required document; a person has to approve before it continues.

Pattern: Exclusive Choice (4) · Multiple Instances without Synchronization (12)

flowchart TD trig>"lead submits form"]:::trig s0["check income against threshold"]:::task s1["send welcome email with link"]:::task s2[["collect required documents"]]:::mi s3["notify when complete"]:::task trig --> s0 s1 -->|"one per each required document"| s2 s2 --> s3 hg(("you approve or decline")):::human s0 --> hg hg -->|"approved"| s1 hg -. "sent back" .-> s0 gx{"× lead approved or declined"}:::gate s0 --> gx p00["send welcome email"]:::task gx -->|"approved"| p00 p10["mark lead declined"]:::task gx -->|"declined"| p10 p00 --> s1 p10 --> s1 out[/"qualified lead with documents collected"/]:::out pay{{"faster approvals without chasing paperwork"}}:::pay s3 --> out out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
Starts itA stepRuns once per itemA personOne path onlyResultPayoff
Build size
Advanced

A larger build with multiple systems, AI reasoning, and custom rules.

Business functions
Email AutomationMessaging & NotificationsSpreadsheet & Database OpsSurvey & FeedbackFile & Cloud StorageReal Estate & Property
Connects
GmailGoogle DriveTelegramSupabaseGemini
Featured in

The problem it solves

Qualifying a new mortgage lead means checking their income, getting internal sign-off, then chasing them for ID, payslips, and bank statements. Doing this by hand for every lead is slow, and it's easy to lose track of who has sent what.

Who it fits

A mortgage broker or high-ticket service provider who needs to qualify leads and collect sensitive documents securely.

How it works

  1. A new lead submits their information through your form
  2. The system checks their income against your threshold
  3. You approve or decline the lead from a Telegram message
  4. A welcome email with a secure upload link is sent automatically
  5. You get notified once all required documents are uploaded
What you get

Leads screened, documents chased for you

Every new mortgage lead gets checked against your income threshold, and once you approve them, they get a secure link to upload their documents.

What you get

A qualified, approved lead with their documents collected in a dedicated folder and a full activity log.

What you need

A Google Workspace account, a Telegram bot, and a Supabase database.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

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