This workflow serves as a complete "AI Receptionist" for mortgage brokers or high-ticket service providers. It automates the messy process of qualifying leads, getting internal approval, and collectin
This workflow serves as a complete "AI Receptionist" for mortgage brokers or high-ticket service providers. It automates the messy process of qualifying leads, getting internal approval, and collecting sensitive client documents securely. The workflow is fully annotated with Sticky Notes to help you understand every step of the logic. Key Features Smart Qualification:** automatically filters leads based on income thresholds (e.g., >$80k) before they reach your inbox. Human-in-the-Loop:** Us