Draft a personalised client update, including their loan details, in seconds.
Who this is for: Brokers
Steps
Open the lead and go to Messaging.
Choose Messages, Email, Task or Note, then click the purple AI button.
Tell the AI what you want, for example:
"Write a congratulations email on settling their home loan, with loan details"
"Update the client on the lodgement of their loan"
"Let the client know their home loan is approved"
Review the draft. Click Retry or add instructions (such as "include loan details") until you're happy, then send.
Good to know
The AI learns from your writing style, so drafts improve over time.
Always check figures and names before sending.
The AI Assistant at the bottom left of the screen can also draft follow-ups and run serviceability checks.
Need a hand?
Email [email protected] and our team will get back to you.