Checklist (current stage)
No checklist for this stage.
Tasks
Call or text back today to start the preapproval process — collect income, asset, and credit authorization details and send the document checklist (pay stubs, W-2s, bank statements, IDs).
Communications
2026-08-05 14:11inbound imessage via bluebubbles· delivered
Hi, my wife and I are looking to buy our first home in Austin. We found a place for around $450k and our lease ends next month so we are in a hurry. We both work full time and have about $50k saved. What do we need to do to get preapproved? (synthetic test)
AI · 93%new-inquirypurchasehigh urgencypositive
First-time homebuyers (couple) in Austin are targeting a ~$450k home with ~$50k saved and want to know how to get preapproved. Their lease ends next month, so they are on a tight timeline.
→ Call or text back today to start the preapproval process — collect income, asset, and credit authorization details and send the document checklist (pay stubs, W-2s, bank statements, IDs).
2026-08-05 00:15inbound sms via twilio· delivered
Interested in FHA (synthetic)
AI analysis pending…
Timeline (audit)
2026-08-05 14:11AI suggested next action (confidence 93): Call or text back today to start the preapproval process — collect income, asset, and credit authorization details and send the document checklist (pay stubs, W-2s, bank statements, IDs).
2026-08-05 00:25SLA breached in queue entry 01KZ7MD935JZC31Q0XAECA2HBG; priority escalated
2026-08-05 00:17Lead 01KZ7MGBFZJF2A6E1WEGZXE344 merged into 01KZ7MD8Y8843SATSDCEFH4P3R: Same borrower - manual entry duplicated inbound SMS lead
2026-08-05 00:15Unverified lead auto-created from unknown inbound sms (twilio)