Three powerful AI assistants are here to revolutionize how your team works. In this session, marketing admins discover the Data Assistant for pulling actionable Customer Intelligence reports, learn how Scenario Assistant generates refinance and purchase scenarios automatically from existing financial data, and master SMS Assistant to draft and manage intelligent text communications. You'll explore how to deploy these AI-powered tools to empower your loan officers with faster insights, smarter opportunities, and effortless client engagement—ultimately freeing your team to focus on strategy and growth.
This session was recorded live on 9/17/26.