Aaron WhybrowGeneral Manager, Strategic Mortgage Broker

Fact Find Technology

Name: Fact Find Technology
Uploaded: 2019-01-24T00:19:43Z
Channel: Aaron Whybrow
Description: Aaron Whybrow of Diagnostics and Finance describes a simple chatbot he uses to conduct fact-finds for loan applications. The chatbot is triggered once a…

24 Jan 2019

Watch on YouTube

Aaron Whybrow of Diagnostics and Finance describes a simple chatbot he uses to conduct fact-finds for loan applications. The chatbot is triggered once a loan strategy is in place, delivers questions to clients’ mobile phones (e.g., middle names, driver’s licence numbers), and streamlines the application process while improving client feedback and ease of collaboration.

Hey, it's Aaron from Diagnostics and Finance. I just wanted to talk a little bit about the technology I use in my business to get you the best loan. A couple of things that I've streamlined to make it really easy to use my services is a chatbot. I use a little chatbot to do the fact find, and I only trigger it off when we have a strategy in place to be able to move your loan to the next step. The chatbot is really simple. Comes to your mobile phone and you're able to answer the questions that you know best one is middle names. Next one might be driver's license numbers, even though I verify them as well. And all those little things come out in a fact find. And I love using a chatbot for that because the feedback I get is fantastic and it streamlines the process for you guys coming into my business and makes it easier to do work together. You may not like finance, you may love it. This tool is fantastic and I look forward to helping you and triggering this little tool off for your loan coming up soon. Bye for now.