1. Intake channels
Web form and inbound call into real-time AI, contact record, and CRM handoff.
Technology
Lead journey map
From first touch through capture, AI structuring, and delivery to your stack — one view of how Easy Intake fits your funnel.
Full journey map below — scroll to explore.
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At a glance
These steps match the columns and phases in the diagram above.
2. Data gathering
Completeness scoring, agent review (HITL), self-serve completion, and reminder sequences.
3. Documents
Doc requests, applicant uploads, AI validation, and agent approval.
4. Signatures
E-sign requests, reminders, and multi-party signing.
5. Scheduling
Review-call scheduling, CRM appointments, and no-show follow-up.
6. Submission
Final agent review, submission engine, and API / CRM / export destinations plus acknowledgments.