Using the AI Assistant Effectively

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