Workflow RecipesThe guide follows the durable records behind this workflow. Opening a page does not prove a step; the server checks the exact workflow chain after every change.Review candidates manuallyLocal learning progress only. No recipe action has started in this browser.
Quest log
Beginner / Intermediate / Advanced
Manual / AI-assisted
Workspace access required
Investor
Wholesaler
Operations Lead
Review one private-lender candidate
Inspect one exact workspace candidate, record an explainable review decision, prepare a non-sending handoff, record one internal outcome, and read back the append-only history.Guided Review one private-lender candidate
Server verified
Beginner
Beginner guidance
Purpose, terms, evidence, safety, and the exact next click. The underlying workflow and confirmation boundaries stay the same.Access And Alternatives
Buyer Network and the lender-review power-up are required. The workflow reviews existing workspace candidates only.Can I try sample data?
Authenticated local testing may use one bounded workspace candidate fixture; no external discovery, provider data, or verified funding is claimed.Can I do it manually?
Open one exact candidate, inspect evidence and gaps, record one review, prepare a non-sending handoff, and record the internal outcome separately.Can the assistant prepare it?
Orbi can inspect, propose, record one confirmed review, prepare one non-sending handoff, record one internal outcome, and verify the current lifecycle with a separate confirmation for each mutation.What access is required?
Buyer Network access · The lender-discovery power-up · One existing workspace candidate with a stored candidate type or positive loan-specific fieldIs there a usage or provider dependency?
The workflow costs $0, calls no provider, discovers no external records, and does not contact anyone.What if access is unavailable?
Use the protected candidate review panel and keep identity, funding, consent, and outreach states separate.Steps
Your local learning progress. This is not proof that work was completed.1 of 5: Choose one exact candidate and inspect evidence, conflicts, confidence, freshness, and missing informationNot started
- 1Choose one exact candidate and inspect evidence, conflicts, confidence, freshness, and missing information
- 2Confirm, correct, reject, defer, or mark the evidence insufficient with one explicit review confirmation
- 3For a current confirmed or corrected review, confirm one non-sending handoff receipt separately
- 4Record one reviewed internal outcome separately
- 5Refresh and read back the exact current review, handoff, outcome, and append-only history
Beginner Guide
Why this step exists
A lender candidate is a review lead, not a verified lender, funding commitment, proof of funds, or permission to contact anyone.Evidence to review
- The exact workspace record and positive loan-specific evidence
- Classifier version, source fingerprint, confidence reasons, conflicts, freshness, and missing information
- Current append-only review, handoff, and outcome links
What will change
Only separately confirmed append-only review, non-sending handoff, and reviewed outcome receipts are recorded.What will not happen automatically
No provider is called, nobody is contacted, no CRM work is created, and no identity or funding capacity is verified.What success looks like
After refresh, the server resolves the same exact candidate and current linked review lifecycle without claiming outreach or funding truth.Supported Exceptions
Ambiguous candidate
Open the exact candidate; the workflow does not guess between records.Supported
Stale source or classifier
Refresh and re-review the current evidence before confirming another mutation.Supported
Insufficient evidence
Record insufficient evidence with a concise reason; no handoff is prepared.Supported
Rejected or deferred classification
Read back the terminal review decision without creating a handoff or outreach action.Supported
What This Teaches
- How to start this workflow without guessing the first screen.
- How to use Workspace as the manual path.
- How to ask the AI helper for one confirmed step at a time.
- How to check what happened and decide whether another step is worth doing.
What Happens Next
Record outcome- Exact candidate evidence and current classifier/source versions reviewed
- Append-only operator review read back after refresh
- Optional current non-sending handoff receipt read back
- Reviewed internal outcome linked to the exact review and handoff
Ways To Practice
Sample pathAuthenticated local proof may use a bounded candidate fixture; no global-demo or production source ingestion is claimed.
AI helper pathOne exact candidate has a current review and, when appropriate, a separately confirmed non-sending handoff and reviewed internal outcome with append-only read-back.Guide me through one exact private-lender candidate review. Use only the current server-verified candidate and step, keep identity, funding, consent, contactability, and outreach separate, and ask for one confirmation before each review, handoff, or outcome mutation.
- Confirm one candidate review decision.
- Confirm one non-sending handoff separately when the current review permits it.
- Confirm one reviewed internal outcome separately.
Will not do
- No external discovery, enrichment, provider request, email, SMS, call, campaign, task, contact, or buyer-profile creation
- No verified lender identity, proof of funds, capacity, willingness, consent, contactability, or delivery claim
- No deal-stage, deal-financial, or unrelated CRM mutation
Prerequisites
- Buyer Network and lender-review access in the current workspace
- One existing candidate with a stored candidate lender type or positive loan-specific field
- Permission to record lender-candidate review history
Readiness And Safety
Manual ready
AI-assisted ready
Outcome ready
Needs evidence
- Candidate authority is lenderType plus positive loan-specific evidence; investor activity is excluded.
- Require one separate confirmation for review, non-sending handoff, and reviewed outcome.
- Reject stale, ambiguous, missing, foreign-workspace, or mismatched candidate state.
- Keep identity, classification, funding evidence, contactability, consent, suppression, provider readiness, and business outcome separate.
- Never infer or execute outreach, provider activity, CRM work, funding capacity, commitment, or delivery.