Collect applications and screen eligibility
How you could use an agent
Use an agent to organize application forms, identity details, household information, income documents, and program notes into a complete intake packet, then flag missing or conflicting items. It can also draft a plain-language summary of program requirements and the applicant’s next steps for your interview file.
Where you stay involved
You speak with the applicant, judge whether the information is complete enough, and decide whether the case can move forward, wait for more documents, or be referred onward.
