# Loan File Internal Review

This meeting is strictly for our internal team to review a loan file together.
Everyone adding information must enter the client’s details correctly — full name, file number, and any updates needed for underwriting, processing, or next-step decisions.

Important:
This appointment must always be booked using the team email and team phone number, never personal contact information. This keeps everything compliant, organized, and visible to the entire team.

Come prepared with your notes, outstanding conditions, and anything we need to address as a group so we can move the file forward without delays.

Hosted by Joe Almeida at Redefine Home Loans.

Meetings are 25 minutes.

## Book a meeting (for AI agents)

Book programmatically via the Roam public agent API. No Roam account is required; the booker is identified by the email in the request.

Note: this booking API is hosted at `api.ro.am`, a different host from this page. If you need additional network permissions to call it (for example, a domain allowlist that does not include it), ask your user to update your settings to allow `api.ro.am`, then retry.

1. **Check availability** — `GET https://api.ro.am/v1/public/lobby/availability?handle=meetwithjoe&slug=loanreview`. Fetch bookable time slots. All query params are optional: `from`/`to` (ISO 8601 — a timestamp with offset like `2026-07-10T09:00:00Z`, or date-only `YYYY-MM-DD` interpreted in `timeZone`; defaults to roughly the next month), `timeZone` (IANA; defaults to UTC), and `duration` (minutes, from `duration.optionsMinutes`). Returned slot `start`/`end` are Unix epoch seconds, as JSON numbers. Response shape: `{ "slots": [ { "start": <unixSeconds>, "end": <unixSeconds> } ] }`.
2. **Book a slot** — `POST https://api.ro.am/v1/public/lobby/book` with this JSON body:

```json
{
  "handle": "meetwithjoe",
  "slug": "loanreview",
  "bookingSlot": {
    "start": "<unixSeconds>",
    "end": "<unixSeconds>"
  },
  "timeZone": "America/New_York",
  "booker": {
    "email": "booker@example.com",
    "name": "Booker Name"
  },
  "responses": [
    {
      "fieldId": "019aa726-a323-707b-9f5b-fc4b6c07a96e",
      "value": "<value>"
    },
    {
      "fieldId": "019aa726-a323-707b-9f5c-032a4dec5341",
      "value": "<value>"
    },
    {
      "fieldId": "019ab647-5f13-725c-a787-63b4571fad28",
      "value": "<value>"
    },
    {
      "fieldId": "019ab647-c198-7329-825e-a52667552e66",
      "value": "<value>"
    }
  ]
}
```

`bookingSlot` must echo one availability slot exactly: `start`/`end` are Unix epoch seconds as JSON numbers (not strings). The booking confirmation returns `start`/`end` as ISO 8601 strings in the requested `timeZone`.

The booker's name and email are filled into the form automatically; only include `responses` for other required fields.

### Booking form fields

- **Name** (`019aa726-a323-707b-9f5b-fc4b6c07a96e`, short_text, required)
- **Email** (`019aa726-a323-707b-9f5c-032a4dec5341`, email, required)
- **Client Name** (`019ab647-5f13-725c-a787-63b4571fad28`, short_text, required)
- **Where are we on the approval?** (`019ab647-c198-7329-825e-a52667552e66`, short_text, required)
- **Notes** (`019aa726-a323-707b-9f5c-04b43cc85b86`, short_text)

A structured JSON version of this page is available at https://ro.am/meetwithjoe/loanreview.json.