Follow up on every loan application, automatically.

An application arrives by webhook and runs only when its source_key matches the owner's key. The applicant is found or created by phone and their name, email, phone, company, loan type, requested amount and outreach consent are saved. An application-received email goes out. If the applicant did not consent to outreach, a task asks the team to contact them manually. If they consented, a follow-up text with the booking link goes out during business hours and waits 30 minutes. A reply gets an acknowledgement text and a follow-up task. No reply leads to a follow-up call. If that call is not answered, the workflow waits a day and calls again. An answered call continues in the call workflow and is noted; two unanswered calls create a task.

Answered follow-up calls and inbound calls each look up the contact and hear a greeting. The caller chooses to schedule, to decline, or to speak with a team member. Scheduling books the Loan Consultation; success confirms the time and a confirmation arrives by email and text; an error creates a callback task and the caller hears that a team member will call back. Declining ends politely. The team handoff connects to the owner's licensed team line; if nobody answers or it is after hours, a callback task is created.