Define the workflow
Open Settings → Mortgage Workflows and choose the supported intake, qualification, appointment, and follow-up behavior for your lending team. Keep borrower, loan-purpose, and consent information accurate.
Review regulated content
Use organization-approved disclosures and escalation rules. AI output is not a credit decision, rate lock, approval, or legal advice. A licensed or authorized person should review representations about eligibility, terms, fees, and timing.
Test with synthetic borrower information. Confirm the contact enters the correct pipeline, no sensitive data appears in an unsafe field, and the intended teammate receives the next action.