The AI Opportunity Finder helps you identify high-priority mortgage opportunities by scanning your contact database and analyzing various factors. Follow these steps to get started.
Navigate to the Dashboard to view the Opportunity Radar, which displays your total opportunities broken down by loan type including Conventional, FHA Streamline, VA IRRL, and Equity Opps.
Use the filter tabs below the summary cards to narrow down your contact list. Click on specific loan types like CONVENTIONAL, FHA, VA, or EQUITY to view only relevant opportunities.
Hover over the circular score indicator in the SCORE column to view a detailed breakdown of how the priority score was calculated, including factors like Rate gap, Seasoning, Equity, Loan size, and Break-even.
Scroll down to the dashboard widgets section and locate the AI Opportunity Finder card. Click on it to open the AI processing modal.
In the AI Opportunity modal, verify the user selection in the dropdown menu, then click the Send button to start processing AI opportunities for your contacts.
