First Aid Finance: an AI assistant inside a broker's Slack
Built for a Hallam broker. Every screen below uses fictional data.
Call 0434 826 723#faf-managers
Broker
/briefmeasks for the day's briefFAF assistant
- 3 loans settling this week
- 2 clients quiet 4+ days
- Call J. Smith first, payslips due
Broker
/advisor self-employed, 11 monthsasks about a self-employed clientFAF assistant
Not in our policy notes. Check with the lender.
Overdue follow-up, 4 hours apart
- 1 Nudge
- 2 Nudge
- 3 Firmer, manager copied
- 4 Firmer, manager copied
- 5 Flagged to managers
- Answers lender policy from the firm's own notes
- Says so when it doesn't know
- Chases overdue follow-ups, built to flag a manager
What it does
Answers from the firm's own notes
Brokers ask lender-policy questions in Slack. The assistant answers from the notes the firm keeps, and says so when the notes do not cover it.
A brief on request
One command pulls what is settling and which clients have gone quiet, so the day starts with the right calls.
Written to credit rules
No rate promises, no approval language. The assistant hands over to a person when a question needs one.
This is an internal assistant, not a website. For a broker website with the credit licence details in place, see mortgage broker websites or the AI assistant for your site.
Want an assistant that knows your business?
Fifteen minutes on the phone. The price in writing after.