Revolutionizing Lending with AI-Powered Technology
Uncover the incredible impact of game-changing technology on sales management, loan officer productivity, and the customer journey like never before.Book a DemoLearn more
Sales Manager Efficiency
Enhancing Sales Management With AI
- Easily turn Artificial Intelligence insights into actionable events utilizing Open AI.
- Increase Sales manager effectiveness and lower sales management cost by automating call reviews.
- Our AI-powered solution offers real-time call monitoring, coaching, and insights, reducing sales management costs significantly.
Loan Officer Efficiency
Empowering Loan Officers with AI Insights
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Lower wasted time of Loan Officers by calling and speaking to borrowers that don’t qualify or need a loan.
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Increase loan officer efficiency by giving them the right leads to call based on deal probability and intelligent notes.
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AI analyzes customer data to provide personalized insights, helping loan officers offer the right loan quickly.
Enhanced Customer Experience
Delivering Personalized Customer Interactions
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Improve the borrower experience by reducing repeated conversations and providing marketing and actionable follow-ups based on specific needs.
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AI enables loan officers to engage customers with relevant, personalized conversations, driving satisfaction and loyalty.
Integration and Flexibility
CRM Agnostic
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Easily integrates with any CRM, allowing for customization and optimization based on specific business requirements.
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Can be utilized for any sales or customer service channels or needs beyond mortgage, making it highly adaptable and future-proof.
AI Call Assistant
Hot List
AI Call Assistant
Sentiment Analysis
Understand the general tone and customer interest based on advanced AI models to determine:
- Customer interest
- Loan officer performance
- Overall customer sentiment
- Call outcome
Important Data
- What were the specifics of the call?
- Current loan amount
- Value of home
- Income amount
- Credit
- Amount for down payment
- When they are looking to buy?
- Do they have a realtor?
- Who is on the loan?
- Contact information
- And other important information.
Action Items
Based on the call what are the next steps? Example:
- Pull credit
- Send rates
- Update loan application
- Send over contact information for realtor
- Send disclosures
- Borrower to send over bank statements
Deal Possibility Assessment
AI can determine whether the customer has the potential to qualify for and need a loan, based on:
- Credit
- Income
- Loan to value
- Need
- Benefit
- Implied or expressed interest
And other variables.
Coaching Tips
Easy to follow specific coaching tips based on the call. Example:
- Whether they confirmed the best time to call
- Clarified a question
- Need to build more rapport with small talk
- Need to build credibility
- And other many other intelligent tips
Follow Up
Based on call what are the follow up items? Example:
- Call in a day to review loan options
- Discuss down payment with borrower
- Clarify income and review tax returns
- Email update disclosures
Call Review
Score your Loan Officers or CSR’s based on general sales technique and rules plus any custom desire.
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Did they build rapport?
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Did they clearly explain the option?
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Did they listen to and address the customers needs?
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Did they ask for the business or any other specific needs?
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Company values
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Compliance
Missed
Key items missed on call. Example:
- Did they state their NMLS number?
- Did they verify the email address?
- Did they use permission-based selling?
- Did they build credibility?
- Did they use the company mission statement?
- Did they advise the call was being monitored or recorded?