Products
AI Agent
Intelligent agents for every team, every task
An AI agent automates the workflows your team runs every day reading documents, retrieving loan data, drafting follow-up and moving work through your systems. One intelligence layer across the whole company.
Accelerates workflow
Eliminates manual tasks
Provides decision making
Enterprise Work Assistant
A smart digital agent for your entire company
Unifies email, documents, loan data, CRM, and knowledge systems. It automates workflows, delivers insights, and boosts productivity across teams – without asking anyone to change how they work.
Email and calendar assistant
Draft replies, summarizes threads, and turns meeting notes into next actions.
Retrieves information from documents
Pulls the answer out of income docs, appraisals , and policy files – and extracts content from images.
Analyzes reports and application data
Excel and CSV exports, application records, and SQL databases queried in plain language.
Connects to the system you already run
Retrieve and analyze across LOS, CRM, Sharepoint, and internal databases from one place.
Today’s work
Updated 3m ago
Loan & Sales Assistant
An agent for loan officers and mortgage sales teams
Retrieve real-time loan data
Prepare refinance and purchase offers
Identify potential sales opportunities
Answer loan-related questions
Loan and Sales Assistant
Synced 48s ago
CRM & Total Expert
Connects with total expert and CRM systems
View and update contacts and loan information
Trigger marketing campaigns and journeys
Send personalized custom campaigns
Track customer insights and activities
Custom Knowledge Base Agents
Tailored to your custom knowledge base
Trained on your company’s knowledge
Consistent and reliable answers
No manual multi-system searching
Ready to transform your enterprise with AI?
Join hundreds of enterprises already using Insyde AI to boost productivity, enhance customer service, and drive innovation.