USA Mortgage was recently featured in a CMS Wire article about four companies that deployed digital workplace chatbots. Check out the below excerpt from the article:
USA Mortgage began rolling out its Jane.ai Slack chatbot across its 70-plus offices to give its loan officers and support staff 24x7, mobile-friendly access to its mission-critical business apps. “The mortgage industry is an extremely competitive business and we need our team members engaging with customers, not spending their time sifting through reams of emails and documents,” Ron Mueller, SVP of sales and marketing, told CMSWire. “Having Jane on board means that our employees can now find exactly what they need in matter of seconds instead of minutes or even hours.”
What’s the typical use case? So far the company sees Jane used heavily among both loan officers and in-office support staff who are working with clients to get loans closed. Jane allows team members to reliably access their information on the go, and at any time. “If they’re with a client, or working on a file late at night, they can ask Jane for information without needing to go into our digital mortgage app or any other apps,” Mueller said.
Since USA Mortgage launched Jane in May, Jane’s match rate has improved from 74 percent to 85 percent. “I have some folks telling me that they’re saving hours a day with Jane,” Mueller said. “Over time this will mean they’re both able to spend more quality time with clients, and also complete more transactions over the same period of time, which will make a huge impact to our employees’ bottom lines and our own.”
In Slack, Jane appears as a contact like any other teammate would. The team has also integrated Jane with its most mission-critical apps: Encompass, its digital mortgage and loan platform; AllRegs, its compliance and regulatory service; and its payroll and benefits systems. “This means that instead of having to log into multiple different tools and interfaces, using multiple different usernames and passwords, our team members can now just ask Jane for whatever it is they’re looking for, and Jane authenticates with the correct system, gets them what they need, and sends it right back,” Mueller said.
You can check out the rest of the article here: https://www.cmswire.com/digital-workplace/inside-four-companies-that-dep...