new-application-received

What problem does it solve?

This Skill orchestrates the full intake workflow for new loan applications or borrower leads. It extracts borrower and referral details from messages, screenshots, or CRM data, creates Salesforce contacts with default fields, drafts a personalized intro email via Outlook, and adds contacts to Apple Contacts without duplicates. It also generates a pre-send checklist to ensure nothing slips through the cracks.

Core Features & Use Cases

• End-to-end intake orchestration: from lead capture to CRM and contact creation, email drafting, and contact synchronization.
• CRM and contact creation: creates borrower Salesforce contacts with default values (Account: Database, Group: Client, Stage: Lead) and optionally links the referring agent.
• Email templating: builds a tailored Outlook draft (Template A or Template B) based on application status, ready for Adam to review.
• On-device contacts sync: adds borrowers to Apple Contacts with duplicate checks to avoid duplicates.
• Pre-send checklist: compiles a review list for Adam before sending.

Quick Start

Initiate the complete intake workflow for a new loan applicant by extracting borrower details, creating CRM contacts, drafting an Outlook email, and adding contacts to Apple Contacts.