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.