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AI Team Training for Mortgage & Lending. Employee training software for mortgage companies, taught by Lisa

AI Team Training is employee training software for mortgage companies: you explain a procedure once, by talking or typing, and Lisa teaches it to every new hire by voice and on screen, chapter by chapter. The new processor opens a personal link, asks at any moment, answers a spoken test, and the attestation is signed.

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

Zanus AI · AI Team Training · Tell me

Tell me

Choose Tell me and describe how a loan file is handled; Lisa writes it as a lesson, and a picture, a page or a video can sit beside it.

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

You“Send the processing books to every new user of the dashboard.”

Lisa“Every new user of the dashboard will be invited to the processing books by themselves. Apply?”

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

How Mortgage & Lending use it

Your senior processor dictates how a file moves from application to closing, and the book is ready for the next new hire.

A new loan officer assistant plays the phone etiquette book on her phone the night before she starts, asking as she goes.

When your privacy procedure changes, you edit the book once and the register shows who played the new version.

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

What’s included

Courses generated from your own material
Quizzes and progress per person; transcripts and results exportable
Updated when your knowledge changes

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

Everything AI Team Training does, for every business ›

The books

SOP training for mortgage offices, taught by voice

Explain it once

Your senior processor types or dictates the procedure in chapters and sections, and nothing in the book changes before your yes.

Questions at any moment

The new hire interrupts, asks, says repeat or later, and every answer comes from the book first, then your internal knowledge.

A spoken test

After the last chapter Lisa puts the test questions aloud and scores each reply against the lines you wrote.

Versions in the register

Every saved book keeps its versions, and the register says which version each person played.

Set-up

New hire training for lenders in 2 minutes

Start a book

Open Training under Team, name the book and add its chapters in the order of the job.

Explain each section

Type each section or say it, and give it a picture, a web page or a video.

Review and keep the test

Ask Lisa to review the book for thin sections, and keep or edit the test questions she proposes per chapter.

Invite, then follow

Invite sends the seven-day link with reminders, and Who played shows each new hire's progress and attestation.

Questions & answers

AI Team Training for Mortgage & Lending: questions & answers

How do mortgage companies train new staff faster?

Write each procedure once as a book and let Lisa teach it: the new hire plays it on a personal link, asks what is not clear, and ends with a spoken test. Your senior people answer only what the book does not.

Does the training replace required licensing education?

No. It teaches your own procedures, such as your file hand-off or your phone etiquette. Licensing courses and continuing education stay with the providers your regulator approves.

Do we get training records for each person?

Yes. Who played is the register of training records for loan teams: who played which book, which version, every question asked and the test result. The attestation PDF carries the names, the date, the chapters heard and the result.

What if a new hire asks something the book does not cover?

Lisa answers from your company's internal knowledge when the book is silent; what neither holds is noted for the trainer under Questions, never guessed.

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