The system screens mortgage leads, gets your approval, and securely collects client documents for you.
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)
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.
A mortgage broker or high-ticket service provider who needs to qualify leads and collect sensitive documents securely.
Every new mortgage lead gets checked against your income threshold, and once you approve them, they get a secure link to upload their documents.
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.
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