Mobile App – Mobile Mortgage Assistant

The BNTouch Mobile App makes your work more convenient than ever, but what if it could be made even easier? This is possible with Maia, your Mortgage AI Assistant. Maia works to provide help for your mortgage business—whether in the office or on the road. She can help you find information from your CRM, set up appointments and reminders, send messages to clients and partners, and more.

In the BNTouch Mobile App, you can talk to Maia almost anywhere simply by tapping the ‘Robot’ icon in the upper-right corner of any page. If you can’t find this icon, simply swipe from left to right to open the menu, where her icon can be found near the top. Whenever you tap Maia’s icon, a new chat log will display. This won’t lose your place if you were working on a partner’s contact information or reviewing client documents; you can return to whatever screen you were viewing before by tapping the “X” button in the upper-left corner.

When you open a chat with Maia, you can enter questions, commands, or search queries using the text field below. You can talk to her like any other assistant or simply note what you are looking for. For example, she will respond to “Can you show me my tasks for today?”, “list my tasks for Monday”, and “today’s tasks” by listing any matching tasks in your calendar.

If you have Google Assistant or Siri activated for your mobile device, you can tap the ‘Microphone’ icon in the lower-right corner and speak to Maia instead of typing a request. However you enter your commands, just tap the paper airplane icon to the right of the question box to send it to Maia.

When Maia gets your requests, she will try to find matching data for your query or create the items you asked for. In many cases, she will list records, tasks, or other sets of information that match your request. For these responses, she will explain what she looked for, then provide each matching item in a numbered list. For records and other CRM events, she’ll provide a blue link to any matching data. You can tap these links to be taken to that element in your BNTouch app.

Maia knows the BNTouch CRM inside and out, so she can find information for you, create reminders, tasks, and reports, or send messages, emails, and campaigns on your behalf. She can also help you find your way around the CRM and answer questions about the mortgage industry in general.

To learn more about Maia and the many ways she can help your business, please check out our “Mortgage AI Assistant” article or training video.

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.