RECOMMENDED SOLUTION:

Ethos Lending collaborates with Sales Machines to develop and implement AI agents for B2C and B2B services on EthosLending.com
AI agents are tailored for specific loan products and perform tasks like credit assessments, interest calculations, and generating repayment schedules
AI agents will simplify LO recruitment, facilitate onboarding, provide training, streamline loan origination, and ensure consistency in service

PROGRESS (ONGOING):

Data gathered through optimized machine learning techniques has significantly reduced the time needed to develop mortgage-focused artificial intelligence to less than 30 days per project. This advancement will streamline the application, onboarding, and training processes for loan officers, ultimately improving recruitment, support, and expansion efforts.
The implementation of tailored AI sales tools and coordinators will automate borrower intake processes, leading to increased consistency in relationship management and improved retention of Loan Officers. These innovations are set to revolutionize the way California Coastal Loans operates, setting a new standard in mortgage origination and finance.
By partnering with Sales Machines and integrating AI technology from EthosLending.com, California Coastal Loans is embracing a new era of innovation in the financial sector. Through strategic use of AI in loan origination and customer support, CCL is not only optimizing its operations but also maintaining a personalized approach that sets them apart as industry leaders. Their commitment to groundbreaking initiatives positions CCL at the forefront of financial innovation.

CLIENT TESTIMONIAL:

“Thanks to Sales Machines' groundbreaking data collection techniques for machine learning and their compassionate approach to change management, we are effectively integrating AI/ML into our platform with the help of our entire team” – Gannon G, Technology and AI Project Manager and CTO EthosLending.com

Prompt Engineering Session