Talk to Sales

Category: Usecase

  • Custom Knowledge Base Agents

    Custom Knowledge Base Agents

    Organizations can create multiple AI assistants with tailored knowledge bases to different departments and team requirements:

    Examples

    HR Assistant – Answers employee questions about policies, leave, and onboarding

    Non-QM Assistant – Provides guidelines and loan requirements

    Compliance Assistant – Helps teams follow regulations and procedures

    Operations Assistant – Supports internal processes and daily tasks

    What makes this powerful

    Each assistant is trained on your company’s knowledge

    Answers are consistent and reliable

    Employees don’t need to search multiple systems/documents for answers manually

    Knowledge Base Integrations

    Our platform ensures assistants always use the latest company information through the following integrations:

    SharePoint Integration

    Pull documents directly from your corporate SharePoint sites

    Automatically update assistant knowledge

    Reflect latest policies and guidelines

    Web Crawler

    Admins can input websites to fetch information and store in the assistant’s knowledge base

    Pull updates from selected websites

    Update website information automatically in the knowledge base

    How this helps employees

    Prevents outdated information

    Reduces manual updates

    Improves accuracy of answers

  • CRM & Total Expert Integration

    CRM & Total Expert Integration

    The assistant connects with Total Expert and other CRM systems, so teams can manage customers, leads, and communication from one place.

    What it can do

    View and update contacts and loan information

    Trigger marketing campaigns and journeys automatically

    Send personalized custom campaigns

    Track customer insights and activities

  • Loan Client & Sales Assistant

    Loan Client & Sales Assistant

    This assistant is built specifically for loan officers and mortgage sales teams. It connects directly to loan data in Encompass (A Loan Origination System widely used in the US Mortgage Industry) and helps manage daily data retrieval and capitalize on sales opportunities by allowing users to generate compliant and accurate sales offers easily.

    What it can do

    Retrieve real-time loan data such as loan status, rates, and borrower details

    Help prepare rate term refinance, cash out refinance and purchase offers

    Identify potential sales opportunities automatically

    Answer loan-related questions instantly

    Pricing & Rate Integration (PollyEx & Optimal Blue)

    The assistant connects directly with pricing engines like PollyEx and Optimal Blue to fetch live mortgage rates when generating sales offers.

  • Corporate Sidekick

    Corporate Sidekick

    Think of Corporate Sidekick as a smart digital assistant for your entire company. It helps employees access their outlook inbox and calendar, analyze files, and use AI to automate their daily tasks, while keeping company data private and secure.

    What it can do

    Email Help (Outlook Assistant)

    Search emails instantly

    Find attachments in seconds

    Summarize long email threads

    Show meeting context and schedules

    Work with Documents

    Search company files quickly

    Summarize long documents

    Compare multiple documents and show key differences

    Create reports using selected documents

    Analyze Data (Excel/CSV)

    Upload spreadsheets

    Get insights without formulas

    Spot trends and patterns

    Generate simple summaries

    Understand Images

    Extract information from screenshots or visual documents

    How this helps employees

    Saves time searching for information

    Reduces manual work

    Helps employees make faster decisions

    Improves productivity across departments