jfeimster/brokerflow-ai
Private BrokerFlow intake, preliminary routing, human review, documents, deals and partner operations.
Prepare and track safe borrower follow-up drafts and internal tasks without claiming delivery.
Capture a confirmed permissioned borrower intake and prepare preliminary routing and human review.
Design permission-aware broker workflows around existing BrokerFlow services and human review boundaries.
Look up durable organization-scoped deal stages separately from review and follow-up task statuses.
Generate preliminary document checklists and track confirmed missing-document follow-up tasks.
Return preliminary deterministic product paths for a supplied funding scenario without external side effects.
Prepare clear, privacy-safe drafts and internal tasks for review items marked needs information.
Capture confirmed partner referrals with canonical intake links, permission metadata and operational attribution.
Turn BrokerFlow queue summaries into concise, prioritized operational next steps.
Triage authorized BrokerFlow review queues, manage accountable follow-up tasks, and summarize permitted audit history.