Intake and attribution
Field references, consent records, duplicate handling and partner-source attribution support clean handoffs without inventing missing facts.
Intake workflow examplesAttribution guardrails
OPERATING GUIDANCE
Knowledge for consistent broker operations
BrokerFlow's knowledge base describes how to structure supplied information, track operational work and hand decisions to a human.
Attribution guardrails
Documents and follow-up
Templates help brokers prepare checklists and internal drafts. Secure documents stay in their approved provider.
Document checklist guidanceFollow-up templates
Pipeline and review
Operational stages identify work status. They never represent a borrower decision or lender response.
Pipeline definitionsHuman review guardrails
Routing limitations
Legacy routing scores are internal heuristics. They do not establish creditworthiness, eligibility, underwriting or a verified lender offer.
Routing frameworkUse the source guidance in context
Knowledge files are operational references, not lender requirements or legal advice. Confirm product requirements and communication permission with an authorized broker. See documentation for tool contracts and release boundaries.