Winner CES 2026 · ISE 2026 · TMCnet 2026

AI Knowledge for Mortgage & Lending. The AI knowledge base for mortgage brokers, tested nightly

AI Knowledge is the AI knowledge base for mortgage brokers and lenders behind every channel: your website, your documents, your rules and your programs in one tree, and the AI answers borrowers and your team only from it. A question it cannot answer is never guessed, and a never rule keeps rates, approvals and advice off every channel.

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

Zanus AI · AI Knowledge · Rule tests

Rule tests

Every night each rule, such as never quote a rate, asks its test question; green means the answer kept to it, red shows what failed.

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

You“Add a rule: never quote a rate, a payment or an approval.”

Lisa“A NEVER rule on rates, payments and approvals will hold on every channel, with its own nightly test. Apply?”

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

How Mortgage & Lending use it

You say add a rule: never quote a rate or say who qualifies, and it holds on the phone, the chat and e-mail.

A borrower asks a question your pages never covered; it waits under Q&A and gaps, and your answer reaches every channel.

Each night the rule tests run, and a red result shows the answer that failed beside fix by talking.

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

What’s included

The start: the first questions, answered typed or by talking
The company: identity, locations, hours, departments, people, catalog
The rules: never, always, scripts, procedures, answers and must-ask
The library: catalog, pages, documents, websites, pictures, videos, software
Websites: your site read again every day, new pages added
Auto-Retraining: every conversation reviewed for gaps and lessons
Quality tests: rule tests, approved answers and picture sets every night
The company file: export and import everything the AI knows

Available on its own or inside a solution · See pricing › · Per company, never per seat.

Everything AI Knowledge does, for every business ›

Works withAI Phone AI Webchat AI E-mail AI Chat for your team AI File Cabinet AI Team Training

The knowledge

Approved answers for borrower questions, tested every night

One tree

The company, the rules and the library: your offices, hours, programs and checklists, read by the AI on every channel.

Never-say rules

What the AI never says, always says, the scripts and the questions to ask first, each with its scope and its own test.

Nothing live before your click

The assistant proposes and you approve, so a rule you dictated in a hurry is read back to you first.

Gaps wait for you

A gap is never filled with a guess; it waits with the whole conversation until you answer it once.

Set-up

A mortgage chatbot knowledge base in 2 minutes

Your website, read

Hand Lisa your site's address, and your program and process pages are read with their pictures, one topic at a time.

The first questions

Answer what you do, what she must never say or promise, and how you recommend, by talking.

Your rules and files

Add the rules you already follow and drop in your checklists; contradictions are paired and each rule gets a test.

A week of answers

Run it on your own office for 7 days, with no credit card, and read the quality tests before you decide.

Questions & answers

AI Knowledge for Mortgage & Lending: questions & answers

What is an AI knowledge base for a mortgage office?

The facts, rules and documents your AI answers from: your website, your programs, your checklists and the lines it must never cross, in one tree. Every call, chat and e-mail is answered only from it, and your team reads it too, as a knowledge base for loan officers in the Team Assistant.

How do we stop the AI from quoting rates?

Add a NEVER rule by talking, such as never quote a rate or say who qualifies. Each of your never-say rules for lenders applies to every channel, carries its own test with the words the answer must not contain, and runs every night.

What happens when a borrower asks something not written down?

It is never guessed. Lisa says she will verify and come back, and the question waits under Q&A and gaps; answer it once, typed or by voice, and every channel knows it from then on.

Does it keep up with our website?

Yes. Your site is scanned daily: a new program page joins with its pictures, an edited page is read again, and a removed page stops being used.

Can two rules contradict each other?

They are paired for you: two rules the AI cannot follow at once are shown side by side with the reason, and you edit one or say which one wins.

Keep exploring

Where next?

Start with the one thing you need. Add more anytime by asking Lisa.
AI Front Office for Mortgage & Lending ›

Award-winning AI

Winner at CES 2026, ISE 2026 and TMCnet Enterprise AI Product of the Year.