A system includes an OAI gateway; and a main server coupled to the OAI gateway via a network, and configured to be accessed by client workstations, the main server including: an OAI listener coupled to the OAI gateway; a notification server coupled to the OAI listener; and a memory defining a database and coupled to the OAI listener; the main server being configured to present to a workstation a user-fillable intake form having a plurality of questions, and the main server configured to receive answers, and to present a score total to the workstation indicating whether to accept the potential customer, the score total varying depending on the received answers; and the system being configured to send an electronic notification in response to the score total being above or below a predetermined threshold value. Other systems and methods are also provided.