Introduction to the AI Assistant

Introduction to the AI Assistant

The AI Policy Assistant is your expert guide for navigating lender policies and structuring deals effectively on behalf of your clients.

What the AI Assistant Can Help With

• Policy Questions: Gain clarity on specific lender requirements for your client's loan.
• Deal Structure: Receive expert advice on structuring your client's deals for optimal approval chances.
• Pricing Analysis: Understand rate calculations and how loadings affect your client's loan.
• Document Requirements: Identify the necessary documentation to collect upfront for your client's application.
• Approval Strategies: Access tips to enhance your client's loan approval prospects.

How to Access the AI Assistant

1. Open any scenario in the Chat view.
2. Type your question into the input field.
3. Alternatively, type / to view suggested prompts that can guide your query.

Smart Suggestions for Efficient Assistance

By typing /, you can access a range of pre-built prompts designed for common queries:

• Full Scenario & Policy Fit Check
• Red Flags & Decline Risk
• Sanity Check & Action List
• Documentation Checklist
• Pricing Levers & Repayment Impact
• Improving Approval Odds

Context-Aware Responses

The AI Assistant utilizes:

• Your current scenario details
• Product results and eligibility
• Lender policy information
• Pricing rules and calculations

This ensures that the answers provided are tailored specifically to your client's deal, rather than offering generic advice.

Tips for Achieving the Best Results

• Ask Specific Questions: Provide detailed questions for more precise answers.
• Include Relevant Context: Ensure your question includes any pertinent scenario details.
• Follow Up: Ask for clarification if a response is unclear.
• Use Suggested Prompts: Opt for pre-built prompts for a more comprehensive analysis.
• Optimize Your Queries: Use the AI enhance button to refine and improve your questions.

> Note: For optimal use, ensure that you provide as much detail as possible about your client's situation to receive the most accurate guidance from the AI Assistant.