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The outputs

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Follow-Up EmailSent to client
FromSarah Mitchell <sarah@torontohomes.ca>
ToAlex & Jamie
SubjectGreat chatting — here are your next steps

You're both first-time home buyers looking to purchase in the $550,000–$600,000 range in Mississauga. Your down payment of ~$40,000 is a gift from Jamie's parents.

Our next step is reviewing your full application. Apply Now →

Internal Deal NotesPushed to CRM
Deal Summary

Alex (nurse, salaried $88K) + Jamie (sole proprietor, graphic design). First-time buyers.

Risk Flags

Jamie self-employed income requires 2-year history. Gift letter + proof of transfer required.

Next Actions

Pay stubs, T1 generals, gift letter + proof of deposit.