Ask AI is your built-in assistant that lets you ask questions about your deals, your clients, your lenders, and your pipeline — and get real answers pulled directly from your data. Instead of digging through lender profiles, deal records, or commission structures manually, you just type a question and get an instant, data-backed response.
Whether you're prepping for a client call, trying to figure out which lender fits a specific deal, or checking the status of something in your pipeline, Ask AI gives you the answer without leaving your dashboard.
What You Can Ask About
Ask AI draws from your actual data inside the platform. Here are the main categories of questions it can handle:
Lender Criteria & Product Details
Ask about specific lender requirements, what products they offer, what industries they serve, minimum and maximum loan amounts, collateral requirements, credit score thresholds, and more. This is especially useful when you're trying to match a client to the right lender without manually reviewing every lender profile.
Example questions:
"Which lenders fund deals under $200K with low collateral?"
"What are the requirements for [Lender Name]?"
"Which lenders work with restaurants?"
"What's the minimum credit score for [Lender Name]'s term loan?"
"Which lenders offer equipment financing?"
Deal Status & Pipeline
Check in on where your deals stand. Ask about specific client deals, what stage they're in, what's been submitted, what's pending, and what needs your attention.
Example questions:
"What's the status of my deal with [Client Name]?"
"How many deals do I have in progress right now?"
"Which deals are waiting on documents?"
"What's been submitted this month?"
Commission Estimates
Get quick estimates on potential commissions for deals in your pipeline. Useful for forecasting and prioritizing which deals to focus on.
Example questions:
"What's my estimated commission on the [Client Name] deal?"
"How much commission have I earned this quarter?"
"What are my highest-value deals right now?"
Lender Talking Points & Call Prep
One of the most powerful use cases — prepping for client calls in seconds. Ask AI to break down any lender's product, terms, and key talking points so you can walk into a call informed and confident.
Example questions:
"Give me a breakdown of [Lender Name]'s products and terms."
"What should I tell my client about [Lender Name]'s line of credit?"
"What are the pros and cons of [Lender Name] vs [Lender Name] for a $150K term loan?"
"Help me prep for a call about equipment financing options."
General Process & Platform Questions
If you're ever unsure about how something works on the platform, you can ask that too.
Example questions:
"How do I submit a deal to multiple lenders?"
"How does the matching process work?"
"What happens after I submit an application?"
Step-by-Step: How to Use Ask AI
Step 1: Open Your Dashboard
Log into your portal. Ask AI is accessible directly from your home/deals page — you'll see the chat input at the bottom of the screen.
Step 2: Type Your Question
Click into the text input area and type your question in plain language. You don't need to use any special commands or syntax. Just ask like you're talking to a person. Questions can be about lender criteria, deal status, commission estimates, process questions, or anything else related to your work on the platform.
Tip: Be specific when you can. "Which lenders fund low-collateral deals under $200K?" will give you a more targeted answer than "Tell me about lenders."
Step 3: Send Your Question
Hit the send arrow (or use Cmd+Enter on Mac) to submit your question. The AI will process it and return an answer pulled from your real data — your deals, your lenders, your pipeline.
Step 4: Ask Follow-Up Questions
The AI remembers the conversation. You don't need to repeat context — just ask follow-up questions to dig deeper. If the first answer gives you a list of lenders, you can follow up with something like "Tell me more about the second one" or "Which of those has the fastest turnaround?" and the AI will understand what you're referring to.
Step 5: Use the Answers
Every answer is pulled from real data inside your account. Use it to prep for calls, compare lender options, check deal progress, or get quick answers without having to navigate through multiple screens.
Tips for Getting the Best Answers
Be specific. The more detail you give in your question, the more precise the answer. Include dollar amounts, industries, or lender names when relevant.
Ask follow-ups. The AI keeps context from the conversation, so you can drill deeper without starting over.
Use it for call prep. Before getting on the phone with a client, ask the AI to summarize a lender's terms or your client's deal status. Saves you from scrambling through tabs.
Try comparison questions. Asking the AI to compare two lenders side by side is a fast way to help your client understand their options.
Don't overthink the phrasing. Natural language works. Just type your question like you'd ask a colleague.
Common Questions
Q: Where do I find Ask AI? A: It's on your main dashboard (home/deals page) inside your portal. You'll see the chat input area at the bottom of the screen.
Q: Is the data it gives me accurate? A: Yes — every answer is pulled from real data in your account. It references your actual deals, lender profiles, and pipeline data. That said, always verify critical details before presenting them to clients, as lender terms can change.
Q: Can I ask multiple questions in a row? A: Absolutely. The AI remembers the conversation context, so you can ask follow-up questions without repeating yourself. It's designed for back-and-forth dialogue.
Q: What if it doesn't know the answer? A: If the AI doesn't have enough data to answer your question, it will let you know. This could mean the information isn't in the platform yet, or the question is outside the scope of what it can pull from. In those cases, reach out to your support team.
Q: Can my clients use Ask AI? A: Ask AI is available within the broker/lender portal. It's designed for brokers and lender partners to use when managing their deals and pipeline.
Q: What's the keyboard shortcut to send a question? A: Press Cmd+Enter (Mac) to send. Press Enter alone to add a new line if you want to type a longer question.
Q: Can I ask it to help me prep for a specific client call? A: Yes — this is one of the best use cases. Just ask something like "Break down [Lender Name]'s product and terms for me" or "Give me talking points for a $200K equipment financing deal" and you'll have what you need in seconds.
Video Walkthrough