Use case

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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.