Loan officer conversations
The loan officer
A member is in the office about a loan. The conversation turns to terms, next documents, and a disclosure that has to be given now. The officer is still speaking with the member.
01
Tasks
Next steps and document requests are completed before the member leaves the office.
02
Coaching
The assistant surfaces the product that fits the conversation in front of them.
03
Compliance
Required disclosures are prompted while they are still speaking with the member.