Office Hours
This session covered new AI and CRM tools that help loan officers find refinance leads, manage client communication, and stay compliant with CFPB rules. The team previewed an AI database scanner that identifies clients who could benefit from refinancing and discussed how new loan comparison notifications will include APR details and QR codes for easy client follow-up. They also reviewed a new email feature that lets LOs send pricing scenarios with personalized branding and track email opens. Updates to client campaigns, such as Home Value Estimate automations and post-closing outreach, were also discussed to boost engagement. Finally, the development team outlined several design and compliance updates before the next feature release.