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AStyer8345
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new-application-received

Extract borrower details, create Salesforce contacts, and draft Outlook emails.

Updated Feb 25, 2026
Search Tags:#automation#crm#salesforce#outlook#lead-management#apple-contacts#loan-intake
One-click install
npx skills add https://github.com/AStyer8345/adam-styer-skills --skill new-application-received
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: new-application-received
Source: https://github.com/AStyer8345/adam-styer-skills/tree/main/new-application-received
Command: npx skills add https://github.com/AStyer8345/adam-styer-skills --skill new-application-received

SYSTEM DOCUMENTATION & REQUIREMENTS

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.

Frequently Asked Questions about new-application-received

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I automate loan intake from lead capture to Salesforce contact creation?▼

Automating loan intake involves extracting borrower and referral details from messages or screenshots, creating Salesforce contacts with default fields, and drafting personalized Outlook emails. This Skill orchestrates that workflow end-to-end, handling single or multiple borrowers for new applications.

How does this Skill handle duplicate contacts when syncing borrowers to Apple Contacts?▼

Handling duplicate contacts during Apple Contacts sync requires built-in deduplication checks. This Skill adds borrowers to Apple Contacts while verifying existing entries, preventing duplicates without overwriting data.

Can I use this loan intake automation with existing referral data in Salesforce?▼

Yes, this loan intake automation works with existing referral data by optionally linking referring agents to newly created borrower Salesforce contacts. It extracts referral details from messages or CRM data to maintain relationships.

What's the best way to draft personalized intro emails for new borrower leads?▼

The best way to draft personalized intro emails for new borrower leads is using templated Outlook drafts. This Skill builds tailored Template A or Template B drafts based on application status, creating non-destructive emails ready for review before sending.

Does this intake workflow support multiple borrowers on a single loan application?▼

Yes, this intake workflow supports multiple borrowers on a single loan application. It extracts details for all borrowers and creates corresponding Salesforce contacts and Apple Contacts entries with deduplication checks for each individual.

What default Salesforce fields are applied when creating new borrower contacts?▼

Default Salesforce fields applied to new borrower contacts include Account set to Database, Group set to Client, and Stage set to Lead. This ensures consistent CRM data structure across all new loan intake records.

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