Lead intake & qualifying conversation
First contact with borrower; gather basics; decide soft vs. hard credit.
PHASE 1·Owner: Loan Officer·Status: skeleton
Content coming soon. This step's deep-dive hasn't been written yet — it's still in the skeleton phase. Bryce is working through the playbook one phase at a time. The summary above and the role assignment are correct; the click-by-click how-to, screenshots, and email templates will land here once that phase's content brief is filled in.