Winner CES 2026 · ISE 2026 · TMCnet 2026

AI Demo for Mortgage & Lending. An interactive mortgage presentation for borrowers, on their link

AI Demo is an interactive mortgage presentation for borrowers, built around what each one asked: the steps from application to closing, the documents to gather and your programs, written from your knowledge only. Lisa presents it live on a personal link, in their language, and they can interrupt her with a question at any moment or book a consultation from inside it.

TRY AI DEMO FREENo credit card · Ready in 2 minutes

Ready to buy? See plans & pricing ›

7 days free · per company, never per seat · nothing to install

Zanus AI · AI Demo · Personal link

Personal link

The borrower opens a personal link with their name and the proposal and presses Start; Lisa presents it live and answers any question.

Easy setupSet up everything just by talking to Lisa AISee how ›

You“Hold every presentation request for my look before the link goes out.”

Lisa“Auto-approve clean requests will be off, so every presentation request waits for a person before the link goes out. Apply?”

You talk. Lisa sets it up. Applied only on your yes.

How Mortgage & Lending use it

A first-time buyer who asked how the process works receives a presentation with one page for each question she named.

A couple watching their homebuyer seminar on demand on Sunday interrupts to ask what an appraisal is; Lisa answers from your knowledge and returns to the page.

When the presentation ends, the borrower receives a recap of every topic to share with a co-borrower.

REAL AI - the whole Front Office is AI, not old software with an AI button.

What’s included

Built from your pages, pictures and videos in minutes, a scripted show the prospect can interrupt at any moment
The prospect asks anything, live, in their language; the AI answers from your knowledge and jumps to the right scene
Draws diagrams and shows pictures on request, and talks about the image that is actually on screen
Access vetted before the link goes out (competitor check, verified e-mail); links live 7 days, reactivated on request
From inside the demo: request a ready-to-buy quote, book a call with sales, leave a message
Every question the demo could not answer is logged, your content backlog; a PDF hand-out the prospect keeps

Add it to any contact channel — AI Phone, AI Webchat, AI E-mail or AI Web Forms — or get it inside a solution · See pricing › · Per company, never per seat.

Everything AI Demo does, for every business ›

Works withAI Quoting AI Booking AI Follow-up

The presentation

A first-time buyer presentation, written for one borrower

Built around their words

The request keeps the borrower's own words, and the presentation gives one page to each need they named, such as a first purchase or a refinance.

From your knowledge only

Every page is written from your knowledge, pictures and videos; what the AI cannot ground is shown to you as missing, never invented.

Interrupt at any moment

The borrower cuts in by voice or types a question; Lisa answers, then goes on or jumps to the page the question is about.

A recap to share

When it ends, the borrower receives a recap of every topic discussed, to forward to the co-borrower who decides with them.

Set-up

Your mortgage process explainer in 2 minutes

Give Lisa your website

Your program pages, pictures and videos become the knowledge every presentation is written from.

Set the chapters

Tell Lisa how a presentation should run, from what we understood to the next steps, and she sets the chapters every one follows.

Set your rules

Choose whether clean requests go by themselves, prices left to be discussed and the days a link stays valid.

A week of presentations

Run it on your own borrowers for 7 days, with no credit card, and read every recap and question on the contact's record.

Questions & answers

AI Demo for Mortgage & Lending: questions & answers

What is an interactive mortgage presentation?

A presentation the borrower takes part in instead of only watching. Lisa presents it page by page on a personal link, the borrower interrupts by voice or by typing, and a consultation can be booked from inside it.

Does the presentation show rates or say who qualifies?

No. Leave every price as to be discussed and write a never rule about rates and qualification; anything the AI cannot ground in your knowledge is listed as missing, never invented, and those questions go to a loan officer.

How long does the personal link last?

A personal presentation link for borrowers lasts a week by default, and the number of days is yours to set. A borrower opening an expired link sees a polite page to ask for more time, and one click from you gives seven more days.

What does our team see afterwards?

Completed shows every presentation that ran, how long it was watched, the questions asked and the recording; the gap log lists every question your knowledge could not answer, ready to add.

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