Who Is Ann

Ann is your in-platform assistant. She lives in the header of the dashboard and you can ask her about anything in BrokerPlus - your book of business, opportunities, rates, reports, scheduling, and the product itself.

What Ann Has Access To

• Your live dealbook - every client in your book, every refinance candidate, every renewal, every Contacted entry.
• Your rates and lender options - current market and your overrides.
• Your reports - what's been sent, what's been viewed, who's interacted.
• Your scheduled and queued sends - anything in the outreach pipeline.
• This help center - every article you're reading. If you ask her a "how do I..." question, she pulls from these articles.

What Ann Is Useful For

Two big buckets:

Working Your Book Faster

• Surface opportunities you'd otherwise have to filter to find.
• Get a quick read on a specific client without clicking through.
• Schedule a send without navigating to the candidate detail.
• Pull up status on something you sent yesterday.

Getting Product Help

• "How do I add a custom lender?"
• "Where do I change my eligibility threshold?"
• "How does the consolidation report work?"

She'll pull from the help center articles and give you a focused answer.

Currently In BETA

Ann is in BETA. You'll see a BETA tag next to her in the header. Two things to know:

• She gets better fast. We're improving her steadily.
• Trust but verify. For decisions that matter (sending an outreach, locking a rate), double-check Ann's answer against the actual surface.

What Ann Can't Do (Yet)

• Send something on your behalf without confirmation.
• Make changes to client records that are irreversible (e.g., deletions).
• Replace your judgment on a sales conversation.

The pattern is: Ann surfaces, you decide.

What To Do Next

• See the kinds of questions that work well: What You Can Ask Ann.
• Open Ann and try it: Opening Ann And Asking A Question.