# Mortgage intake and automation

> Pre-qualification, document collection and pipeline automation for lenders, with NMLS-compliant borrower confirmation.

Canonical URL: https://kravhal.kcsatish.com/apps/mortgage/intake

Case studies and web apps for lending intake, triage, and compliant marketing.

## Case studies

### Automated pre-qualification and document collection

Segment: Pre-qual & intake

Problem: Manual readiness review and document chase delayed loans, hurt borrower experience, and produced inconsistent qualification standards.

Results:

- Readiness reports delivered in under 60 seconds
- Dynamic document lists by employment type (W2, 1099, self-employed)
- NMLS-compliant borrower confirmation and disclosures

Stack: JotForm, n8n, Google Drive, Gmail

### MortgageReady scoring and advisor triage

Segment: Lead nurturing

Problem: Advisors manually scored hundreds of buyer assessments with slow response times and uneven lead prioritization.

Results:

- Deterministic readiness scores on every submission
- Personalized digital reports per applicant profile
- High-intent leads auto-provisioned in ClickUp for same-day follow-up

Stack: JotForm, ClickUp, n8n

### LoanPilot Social with RESPA and NMLS guardrails

Segment: Compliant marketing

Problem: Loan officers need consistent social presence without risking RESPA, TRID, or NMLS violations on every post.

Results:

- Compliant, platform-specific mortgage marketing copy
- Compliance health score before anything publishes
- Roughly 4x post frequency with 90% less manual drafting time

Stack: Next.js, OpenAI, LangChain, Vitest

## Apps in this pack

- **LoanPilot** (coming-soon): Compliant loan officer social content, RESPA and NMLS guardrails, and publish workflows. -> https://kravhal.kcsatish.com/apps/mortgage/loanpilot
- **Intake & automation platform** (beta): Pre-qual, document collection, and pipeline automation in one web app. -> https://kravhal.kcsatish.com/apps/mortgage/intake