Touchless Lending® LO.ai: Loan Officer and Borrower Empowerment Product Powered by AI
AI-Driven Automation Designed for Sales Acceleration
LO.ai leverages Generative AI to enhance business value for lenders by minimizing expenses and pipeline fallout. With advances in Compliant AI, we can responsibly implement innovative technologies that boost lead conversion and allow seasoned Loan Officers to focus on complex deals. LO.ai also empowers borrowers by equipping them with the knowledge, data, and tools to make informed financial decisions.
Product Goals
Engagement Representative Workflow
Automated Coaching and Augmented Consulting
- Engagement Window: Transcript of live conversation, interactive engagement between LO and customer
- Coaching Window: messaging from the AI coach to the LO. Both informational content for LO and specific messaging/communication LO could paraphrase
- Message Coach: chat feature to allow LO to interact directly with Coach
- Data Summary: view of all data (Borrower, Property, Loan) captured through oral conversation.
- Personalization Data: key relationship information captured about borrower to support further personalization of the offering and borrower experience.
- Resources: knowledge artifacts (video, articles…) to help the LO educate the borrower
- Tools: advanced interactive calculators to help borrowers better understand the nuances of the lending process
Live Engagement with Borrower Mobile
Link sent to borrower
Borrower's view
Secure OTP entered
Borrower's view
Secure Connection established
Borrower's view
Share content video knowledge artifacts, tools or dynamic calculators
Borrower's view
secure collection of data, that we dont want to collect verbally
Borrower's view
Explore other offerings
Touchless Lending® Experiences
Offer Touchless Lending® experiences to your customers at crucial application stages and boost your mortgage conversion rates.
Touchless Lending® Automation
Unlock cost savings and provide hassle-free customer journeys with Tavant's Touchless Lending® Automation to streamline workflows, automate loan production, and deliver simplified experiences.
Explore other offerings
Offer Touchless Lending® experiences to your customers at crucial application stages and boost your mortgage conversion rates.
Unlock cost savings and provide hassle-free customer journeys with Tavant's Touchless Lending® Automation to streamline workflows, automate loan production, and deliver simplified experiences.
