01L
Lead sources
Receive leads from applicant help requests, referral codes, agency invites, and future platform assignment workflows.
Agency operations surface
For agencies
A consent-first operating layer for visa preparation services.
myvisaflow.ai helps agencies receive structured leads, review approved summary access, request documents cleanly, and separate service payment scope from platform digital products.
Why agencies use the platform
Applicants arrive with a Visa Pathway instead of loose messages. Agencies can review consent level, accept leads, add checklist tasks, request evidence, and communicate scope before service payment.
Lead to service workflow
- 01
Referral or support request
Leads may come from referral codes, invites, or applicant help requests.
- 02
Consent-limited review
Agency sees profile/report/checklist/document scope only when approved.
Depends on: Referral or support request
- 03
Checklist and document request phase
Create custom checklist rows and request missing records.
Depends on: Consent-limited review
- 04
Service scope and payment request
Define service terms, refund terms, and timeline before payment.
Depends on: Checklist and document request phase
02C
Consent-limited review
Review profile, report, checklist, and document data only according to the applicant's selected access level.
Agency operations surface
03A
Agency custom checklists
Add agency-specific checklist items, request evidence, and keep platform checklist context visible.
Agency operations surface
04D
Document requests
Request missing or updated documents while respecting shared, limited, and not-shared document states.
Agency operations surface
05P
Payment requests
Create clear agency service payment requests with scope, refund terms, fixed platform commission, and net payable preview.
Agency operations surface
06P
Payout setup
Track payout readiness and service payment status before backend payout processing is connected.
Agency operations surface
Payment and compliance trust panel
Service scope and source verification notes should be reviewedOfficial destination authority pages should be checked before action, because policy and evidence requirements can change.
The report is a preparation document and should not be treated as legal advice or an official submission outcome.
Professional review may be appropriate for complex pathways, refusals, sponsor-linked evidence, or regulated advice questions.
Next step
Build a cleaner intake-to-service workflow.
Join as a partner agency to manage pathway-aligned leads and structured preparation workflows.
- • Consent-based applicant visibility.
- • Custom checklist and document request controls.
- • Service payment request and payout tracking structure.