Transform Mortgage Journeys with AI Assistants

Play VideoPlay Video: Cenlar FSB Case Study

Deploy Advanced AI Assistants. Experience Immediate Benefits.

lead gen conversational AI

Increase Revenue

Reduce Claims Resolutions Time

Reduce Cost to Serve

enhance customer experience

Improve Customer Experience


Generative AI Use Cases for Mortgage


 Get Started with Mortgage AI Assistants Today

Deploy AI Assistants across a range of mortgage use cases. Our knowledge of the industry and our expertise in conversational and generative AI help you get solutions to market fast . Meet some of our AI stars.

Application Bot

Acquisition Assistant

Onboarding Bot

OnBoarding Assist

Anti-Fraud Bot

Borrower Assist

Loyalty Bot solutions

Insights Assist

Integrated with Black Knight Servicing Digital for Seamless Customer Experience

Automate secure self-service access to mortgage related info and documents

“ServisBOT’s integration with Black Knight has allowed us to automate homeowner requests for services like payments, autopay and document access.”

Shanth Ananthuni, Director of Digital Transformation at Cenlar FSB

Increase Conversion Rates and Speed on Applications

Applying for a mortgage and require document upload and verification?

The mortgage application process involves multiple interaction points with prospective borrowers, with dozens of form-based questions, proof docs to be provided, and data to be validated. 

By deploying an AI Assistant, a prospective borrower can be brought through a conversational journey, gathering necessary info and docs, while simultaneously answering queries, shortening the time to submit. The result –  increased conversion rates, lower operational costs, and happier clients.

How AI helps with Customer Acquisition

Self Service Access to Borrower Services using Conversational AI Assistants

Immediate, self service access to all loan-related info is critical for borrower satisfaction.

For many consumers, the ability to verify mortgage payment amounts, request payoffs, access tax forms, request forbearance, or manage other aspects of their accounts in a timely and efficient manner is critical to meeting homeowners on their terms and providing a real-time view of accounts.

A Borrower AI Assistant, integrated with your mortgage servicing software, makes it easy for borrowers to manage account details and make account-related requests in an automated manner. The AI Assistant can handle user authentication, automate account-related workflows, add personalization to the conversation by accessing the information needed to meet the customer’s exact need or provide a warm handover to a human agent.

View Cenlar FSB’s case study video

Defer Payments due to Hardship? There’s an Assistant For That.

Homeowners seeking forbearance due to financial hardship? 

A Forbearance Assistant, powered by AI,  can automate the process for borrowers, reaching out to request a temporary pause on their mortgage payments.  Homeowners quickly and easily get responses to their queries.

This digital self-service option also facilitates the process of applying for forbearance, taking the burden off the agent for the most commonly asked questions, while also enabling handover to an agent when needed.

Learn more about Forbearance in this Case Study

Agent Assist, powered by Conversational and Generative AI

What more can you do to create better work experiences for your agent teams?

Acquiring and retaining agents in today’s competitive market is key to success. The responsibility for agent satisfaction goes beyond transactional management, extending to a whole range of experiences that shape how employees connect to your brand and culture.

Our Agent Assist solutions incorporate the latest AI technology that offer dramatic improvements in productivity and job satisfaction with tools like conversation summaries, knowledge-base queries, and compliance information, in real time.

Discover How Generative AI can Help

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