Modules – Mortgage AI Assistant

BNTouch offers many tools and features to help keep your business running efficiently, but at some point, everyone needs a little help around the office. Maia is here to help; she is your Mortgage AI Assistant, and she knows your CRM inside and out. Whether you are having a tough time finding a client’s file, trying to set up a quick reminder for later, or setting up a regular weekly report, Maia is ready to get work done and provide you with the information you’re looking for.

You’ll find Maia waiting for you when you log into BNTouch. On the right side of your screen, no matter where you are in your CRM, you’ll see a little robot icon on your Tracker. Click that button to activate MAIA.

You can also talk to Maia when working via the BNTouch Mobile App. Whenever you swipe from the left to open the app menu, you’ll see Maia’s robot icon in the upper-right corner. You can also access Maia from the “My Stats” screen when you first log in.

Once she introduces herself, you can type in the chat box below to give her tasks to perform. You can ask her questions about your account, the CRM, or the mortgage industry. You can even ask her to help you with various tasks in your CRM.

You can talk to Maia just like anyone else. If you have a specific question, like “Can you find birthdays this month?”, you can just ask it. You don’t have to write full sentences; she’ll also understand “show birthdays this month” or “birthdays this month”. If you aren’t sure where to start, you can always just type “Help”; she’ll show you a list of some of the most common commands she receives.

She’ll respond below your request, and she’ll include any information that you asked for. If this includes borrower, partner, or other records, you can open those records by clicking the blue links in her answer. If you ask her to find records, emails, or other sets of information, she’ll give you a list and let you choose which ones you want to work with. Simply put, she’ll do her best to complete your request, and provide you with information and links to help you out.

One thing that Maia can do well is find information for you. This can be almost anything in your CRM, from records to documents, from campaigns to partnerships.

If you ask her to “Find borrower”, for instance, she’ll ask you for the borrower’s name, then search through your mortgage records to find the right one. You could also say, “Find partner Chelsea”, in which case she would start the search right away and show you the results. You can even use different words, like “search duplicate records”, “list closings”, “show first-time buyers”, get meta-tags”, or “pull up loan anniversaries”.

Maia can also make changes to information in your CRM for you. For example, if you ask her to “find today’s tasks”, she’ll list each of them out for you with a number. You could then ask her to “close task” or “edit task”, and she’ll know that you are referring to the ones she listed out for you. She’ll ask which ones you want to change and how you want to change them, then ask for a confirmation once she knows what needs done. She can handle several requests like this, including “edit to-do”, “update assignments”, “start campaign”, “update calendar event”, and more.

You can also ask Maia to start new items for you. If you say, “create task”, for instance, she’ll ask what kind of task you need a reminder for. She’ll ask when you want the task done by, then confirm that the new task is made. Voila - you’ll now be able to see the task in your Dashboard tab, and the reminder will come up when you asked for it. She can make many items for you this way, so try “send SMS” to have her compose a text message, “create email report” to have her alert you by email of specific records every week or month, or “add appointment” to make events in your calendar.

If you aren’t sure how something works in your CRM, Maia can help! You can ask her specific questions, like, “How can I update my picture?” or “Where is my loan application?”, and she’ll direct you to the part of your CRM with that functionality. If you don’t know how to access part of your CRM, you can ask her to take you there by saying, “Open page calendar”. She’ll provide a link to that page so you can finish your work.

Maia has come a long way in learning to be the best possible assistant for your mortgage business, but she’s still learning. If she has a hard time understanding what you are asking for, she’ll try to let you know what the problem may be. She doesn’t sweat the little things--typos and misspelled words are usually not enough to confuse her. If she asks you for additional information, she’ll keep working with the task you originally gave her once you help her understand.

Sometimes, though, she may simply not know how to help. If you notice Maia struggling with her job, please let us know so that we can work with her to improve. The same goes for new tasks for her; if you think of something that Maia can’t currently do that would help your business, please contact us! If you have any requests or problems with your Mortgage AI Assistant, please email “support@bntouchmortgage.com” with your suggestions or issues.

Every month, BNTouch sends out a helpful email newsletter about Maia. Inside, you can learn about what Maia has been learning this month, what new requests and commands she can handle, what other users have been asking her for help with, and new capabilities that are coming in her future. To subscribe, just email us at support@bntouchmortgage.com.