Agentic / One-pager
Scenario Assistant A priced scenario for every borrower.
The Scenario Assistant reviews a borrower's loan or lead and builds refinance or purchase scenarios priced on the lender's own pricing engine. It then gives the borrower a branded report they can ask questions about and use to book time with their loan officer.
| Status | GA |
|---|---|
| TE evaluation | Ready |
| Layer | Agentic · TE in-house |
01Who it's for
- Loan officers: a priced recommendation and a ready-to-send text for any contact or lead.
- Borrowers: a clear, personal report they can read, ask about and act on.
02What it does
- Refinance and purchase scenarios priced on the lender's own engine, not estimated
- A branded borrower report with built-in Q&A and appointment booking
- Runs from a contact, a lead, a typed note, a bulk selection or a journey
- Drafts the text message; the loan officer edits and sends it
- Writes quotes back to the CRM, logs borrower engagement as insights and notes, and reports activity in analytics
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