Use case
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LOS Sales Assistant
LOS Sales Assistant
This assistant is built specifically for loan officers and mortgage sales teams. It connects directly to loan data in your LOS 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
The assistant connects directly with Product Pricing Engines (PPE) to fetch live mortgage rates when generating sales offers.
Use Cases
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