Using the AI Assistant Effectively
Get better, more actionable answers by following these guidelines.
Provide Complete Scenario Information
The AI works best when your scenario has:
- Accurate purchase price and loan amount
- Correct borrower details (credit score, employment)
- Asset details filled in
- All relevant fields completed
Ask Specific Questions
Less effective:
"Is this deal good?"
More effective:
"What are the key policy risks with this scenario for ANZ's chattel mortgage product?"
Follow Up for Clarity
The AI remembers your conversation context. Ask follow-ups like:
- "Can you explain that in more detail?"
- "What if we changed the term to 48 months?"
- "Which specific documents are needed?"
Regenerate When Needed
If a response isn't quite what you need:
- Click the regenerate button for a fresh response
- Rephrase your question with more specifics
- Try a different prompt template
Understanding AI Limitations
The AI:
- Provides guidance based on available policy information
- Cannot guarantee lender approval
- May not have the very latest policy changes
- Works for supported lenders only
Always verify critical decisions with the lender BDM when needed.
Chat History
Your conversation history is saved within each scenario. You can:
- Scroll up to review previous responses
- Reference earlier discussions
- Clear chat to start fresh