Vertrieb & Marketing
New Application Received — Full Intake Workflow
Processes a new loan application from start to finish — extracts borrower and referral info, creates Salesforce contacts with Adam's defaults, drafts a personalized intro email via Outlook (Zapier), and adds contacts to Apple Contacts without duplicates. Handles two scenarios: (1) Application already submitted — borrower has already applied, email acknowledges receipt, (2) Referral intro — borrower hasn't applied yet, email includes loan application link. Use this skill whenever Adam says "new app", "application received", "app came in", "got an application from [name]", "new borrower [name]", "process this application", "add this borrower", "[name] just applied", "set up [name] in the system", or any variation of receiving a new loan application or borrower lead. Also trigger when Adam uploads a loan application screenshot or PDF and wants to kick off the intake workflow. Even casual mentions like "[name] applied, referred by [agent]" or "Thomas sent me [name], app is in" should trigger this skill.