Lead Qualification
Validates completeness of every deal submission, blocks analyst review until required documents are present, and auto-chases the broker for missing items.
Overview
The Deal Readiness Gate checks every deal submission for completeness. Missing documents trigger automatic chase emails to brokers. No deal hits analyst review until 100% complete.
What Deal Readiness Gate Solves
Brokers send incomplete deal packages. Analysts spend 5 hours reviewing a deal only to discover the rent roll is missing. Chase emails go out days later, delaying the process by weeks. Deal Readiness Gate checks deal completeness instantly. Missing docs trigger auto-chase emails to the broker within 30 minutes. Deals only move to analyst queue when 100% complete.
How It Works
On deal submission, a completeness checklist is run. Missing items trigger instant follow-up emails to the broker. Once complete, the deal is routed to analyst review.
Submission Intake & Document Checklist
The agent receives deal submissions and builds a required document checklist based on deal type (multifamily, commercial, land).
Completeness Validation & Gap Identification
The agent validates all required documents are present. Any gap triggers an auto-chase email to the broker.
Completion Routing to Analyst Queue
Once all documents are received, the deal is marked complete and routed to the appropriate analyst team.
