AI Email templates

Our AI-powered email templates now automatically include loan details tailored to each client's unique needs and financial situation.

This feature will not only enhance the efficiency of communication but also ensure that clients receive personalized, accurate loan information – elevating the overall client experience.

How to use the AI templates:

Step 1:

Select the client you are communicating with and head over to the 'Messaging' tab

Step 2:

Choose from the options of Messages/Email/Task/Note and select the purple AI button

Step 3:

Instruct the AI on the content you'd like it to generate. Please keep in mind it may take the AI a few seconds to generate the content as its training itself on your writing styles.

Some prompts may include:

"generate a congratulations email on settling their home loan with loan details"

"write client an email on their home loan approval"

"update the client on the lodgement of their loan"

Step 4:

Review the content!

As the AI is getting trained on your writing styles and voice, you may need to select 'Retry' or give further instructions like "include loan details"