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Summary
Realize borrower intent and new opportunities through AI Voice engagement
AI Sales Assistant Journeys enable lenders to engage borrowers instantly when key signals of intent or opportunity arise. Each journey automates timely, personalized engagement through the AI Sales Assistant—helping protect revenue, reduce churn, and strengthen relationships proactively. These journeys fit seamlessly with Customer Intelligence insights and post-close engagements to ensure no opportunity is missed. Marketing admins can configure triggers, outcomes, and timing to align with their organization’s strategy.
The three included journeys are outlined below:
- Customer Intelligence Credit Inquiry: Engage consumers showing high-intent signals—whether current borrowers or new opportunities.
- Customer Intelligence Rate Alert: Engage borrowers who may benefit from refinancing or improved rate opportunities.
- Periodic Mortgage Review: Engage borrowers regularly during post-close to maintain strong relationships and proactively identify new opportunities.
*All communications should be reviewed prior to initiating the journey.