AI Live Demo & Remote Service for Mortgage & Lending. A loan officer walks the buyer through it live.
AI Live Demo and Remote Service lets a loan officer or assistant present live to a website visitor from the chat widget. The officer shares your process pages while explaining them, an assistant shows a borrower how to upload documents to the portal, picture by picture, the visitor asks questions as they go, and each remote session is written to the borrower record.
TRY AI LIVE DEMO FREENo credit card · Ready in 2 minutes7 days free · per company, never per seat · nothing to install
You talk. Lisa sets it up.
You“Let loan officers on duty present live from the chat during office hours.”
Lisa“Done: during office hours, chat visitors can ask for a live session, and the loan officer on duty presents from the widget.”
Any setting, in any module · applied only on your yes
How Mortgage & Lending use it
A chat visitor asks how the construction-loan draw process works; the loan officer on duty presents your program pages live.
An older borrower struggling with uploads gets a live session showing each portal step, and the session is saved to the record.
On Saturday, a buyer at home asks for a walkthrough; the AI books a live session with the officer for Monday at 9.
REAL AI - the whole Front Office is AI, not old software with an AI button.
What’s included
- Live presentation to a visitor from the widget, your person or your avatar presents
- Pages and pictures shared while you talk; the visitor asks live
- Remote service sessions written to the record
Add it to AI Chat or get it inside a solution · See pricing › · Per company, never per seat.
Everything AI Live Demo & Remote Service does, for every business ›
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Questions & answers
AI Live Demo & Remote Service for Mortgage & Lending: questions & answers
Can a loan officer present live on our website?
Yes. A loan officer or assistant presents from the chat widget, shares pages and pictures while talking, and answers the visitor's questions live. The session is written to the borrower's record afterward.
Can we help borrowers upload documents through a live session?
Yes. An assistant can show the portal steps with pictures while the borrower follows along, which helps people who stall on uploads. The session stays on the record so the processor knows what was explained.
Does the AI present rates during a live session?
No. Live sessions are presented by your people, so rate and program discussions happen with a licensed loan officer in the conversation, not with the AI.
Keep exploring
Where next?
Start with the one thing you need. Add more anytime by asking Lisa.
AI Front Office for Mortgage & Lending ›
Answers & books
Sells
Helps your team
Included
Award-winning AI
Winner at CES 2026, ISE 2026 and TMCnet Enterprise AI Product of the Year.
REAL AI - the whole Front Office is AI, not old software with an AI button.
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Give Lisa your website.
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