AI intake concierge

One conversation that sorts the borrower, the documents, and the next route.

This is no longer just a Q&A box. The assistant now behaves like a front-desk case manager: it turns messy notes into a private borrower draft, sorts the documents, and routes the case into the right next step.

AIWorkspaceRoutingSync

Borrower continuity rail

Keep precheck, upload, status, and account on one borrower path

Checking whether this borrower path is already connected to an account.

Current step: AI assistant

AI assistant

Current step

Shape the borrower story, document clues, and next-step advice.

Open login

Move the browser draft into the borrower account and start a cross-device path.

Account

Open account

Keep assets, liabilities, documents, and next moves in one borrower workspace.

Readiness check

Start check

Judge whether the file should move before pushing it deeper.

Upload

Open upload

Prioritize the highest-value document bucket before escalating further.

Consent

View consent

Keep the usable data scope and revoke path visible to the borrower.

Status

View status

Review the current stage, gaps, and the latest progress.

Progress entry

Resume progress

Reconnect the mobile resume entry with the current borrower file.

Borrower account sync