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BrokerFlow AI

This folder holds the marketing + documentation site for BrokerFlow AI, the public face of the Loan Broker Automation Architect GPT. It is a content-first site: every page is authored in Markdown under pages/, then rendered by the front-end in the repo root (index.html, styles.css, script.js) and deployed to brokerflow-ai.vercel.app.

Compliance note: BrokerFlow AI recommends, drafts, prepares, routes, and logs. It never approves, declines, qualifies, guarantees, underwrites, or funds. All site copy uses review-safe language ("potential fit", "ready for broker review", "possible lender match", "based on information provided") and never says "approved", "guaranteed", "qualified", or "eligible".


Site URL
Web https://brokerflow-ai.vercel.app/
ChatGPT https://chatgpt.com/g/g-6a214c8c41d48191bebafa39c853412f-loan-broker-automation-architect
Notion https://github.com/JFeimster/brokerflow-ai/
Vercel https://vercel.com/jason-feimsters-projects/brokerflow-ai
GitHub https://github.com/JFeimster/brokerflow-ai/

Action packs

BrokerFlow also contains no-auth GPT Action packs for intake, scoring, routing, workflow triggers, and controlled review queues.

Action Operation ID Vercel endpoint Schema
Lender Match Review requestLenderMatchReview POST /api/no-auth/lender-match-review schemas/no-auth-lender-match-review.schema.yaml
Automated Lender Fit Routing routeLenderFitScenario POST /api/no-auth/lender-fit-routing schemas/no-auth-automated-lender-fit-routing.schema.yaml

Automation boundary

The lender-fit routing action is automation-first: it can score/rank a scenario, select a route, create queue/workflow payloads, send alerts, and trigger downstream automation.

Human review should only block final regulated steps: approval, denial, underwriting, formal pricing, funding, or lender submission. The lender-match review action exists for cases where a manual queue is required.

Folder structure

site/
  README.md            This file — site overview, design system, and authoring rules
  pages/
    home.md            Landing page: hero, value prop, how it works, demo, CTA
    agents.md          The GPT agent: role, guardrails, what it does and won't do
    actions.md         Connected actions: CRM sync, pipeline, documents, tasks
    knowledge.md       Knowledge base: how BrokerFlow reasons and what it knows
    workflows.md       Automations: n8n, Zapier, Make recipes and triggers

Audience

  • Independent loan brokers and small brokerages who want an AI operations layer.
  • Funding shops (e.g. Moonshine Capital / Distilled Funding) standardizing intake and CRM hygiene.
  • Partners evaluating whether BrokerFlow fits their lender-submission process.

Design system

The site uses a premium dark AI/SaaS aesthetic. Page copy here is layout-aware: each page maps to the standard section flow and references these tokens so the front-end stays consistent.

Color tokens

Token Value Use
bg #070A12 Page background
surface #101827 Cards, panels
surface2 #151F32 Nested panels, code, table rows
text #F8FAFC Primary text
muted #94A3B8 Secondary text, captions
primary #7C3AED Primary buttons, key accents
secondary #06B6D4 Links, secondary accents
hot #F97316 Highlights, badges
success #22C55E Positive states, checks
border rgba(148,163,184,0.18) Hairline borders

Standard landing flow

Every page composes from this section order (omit sections that do not apply):

  1. Hero — one-line promise + primary CTA
  2. Built For — who it is for
  3. What It Does — core capabilities
  4. How It Works — step sequence
  5. Demo / Embed — interactive preview or video
  6. Use Cases — concrete scenarios
  7. Pricing / Access — how to get it
  8. Proof — real results only (no fabricated metrics or logos)
  9. FAQ — common questions
  10. Footer — links, legal, compliance line

Authoring rules

  • Mobile-first: write short paragraphs and scannable lists; assume narrow viewports first.
  • Real proof only: never invent testimonials, client names, metrics, or partner logos.
  • Review-safe language everywhere: no approval/guarantee/qualification claims.
  • Front matter (optional) per page: title, description, slug, order for SEO + nav.
  • Keep one # H1 per page (the page title); use ## for sections and ### for sub-sections.
  • Link between pages with relative paths, e.g. [Actions](./actions.md).

SEO

  • Each page should declare a title (<= 60 chars) and description (<= 155 chars).
  • Use descriptive section headings; they become the page outline and anchor links.
  • Canonical domain: https://brokerflow-ai.vercel.app.

Build & deploy

  • Pages are Markdown; the root front-end renders them. No build step is required for content edits.
  • Preview locally by opening index.html, or run the dev flow described in the root README.md.
  • Deploys are handled by Vercel on push to the default branch.

License

Proprietary / UNLICENSED. © Moonshine Capital / Distilled Funding. Internal and partner use only.