Author
The Problem: Mortgage professionals, including loan officers, processors, and underwriters, currently waste hours navigating scattered guideline documents from multiple sources.
Our Solution: An AI-powered chatbot that provides mortgage professionals with quick, conversational access to investor guidelines from multiple sources in one place. In addition users can interact with the chatbot directly on WhatsApp and Telegram.
Key Features:
1. Intuitive UI: Clean, straightforward design ensuring ease of use.
2. Guideline Selection: Users search and pick which agency, investor, or lender guideline to converse with.
3. Fast Responses: Optimized for quick, accurate information retrieval.
4. Notifications: Alert system for guideline updates.
5. Favorites: Feature for marking and revisiting top guidelines.
Differentiators:
• Streamlined, conversational access to guidelines, outpacing tools like AllRegs by Ellie Mae.
• Cost-effective, AI-enhanced solution.
Detailed Requirements
Subscription Tiers:
• Free Tier: Limited prompts per day with access to Fannie Mae, Freddie Mac, FHA, VA and USDA guidelines.
• Premium Tier: Unlimited prompts with access to Fannie Mae, Freddie Mac, FHA, VA and USDA guidelines.
• Elite Tier: Unlimited prompts with unrestricted access to all available guidelines.
User Features:
• User accounts - Allow users to sign up, create profiles, and manage subscriptions. Integrate with a payment gateway.
• Question submission - An input form where users can type in their guideline questions. Natural language processing will extract key details.
• Chatbot conversational interface - Users can have a back-and-forth dialogue with the AI assistant to refine questions and get answers.
• Guideline selection - Ability for users to specify which guideline source they want to query (Fannie Mae, Freddie Mac, etc).
• Answer presentation - Chatbot responses should include text summaries along with links/references to the original guideline documents.
• Favorites - Allow users to bookmark guidelines for quick access later.
• Notifications - Email or in-app notifications when subscribed guidelines get updated.
• User profiles - Personalized dashboard, guideline history, preferences.
• Mobile-friendly - Fully responsive interface that works seamlessly on all devices with option for light/dark mode.
• Help/support - User documentation, video tutorials, contact form.
Admin Features:
• Admin dashboard - Centralized interface to manage all aspects of the site and database.
• Knowledge base management - Tools to easily update PDF guidelines.
• Version control - Store document history and allow rollback to previous versions.
• Analytics - Usage metrics to see which guidelines get queried most often and identify gaps.
• User management - Admin tools to approve new accounts, manage subscriptions, check usage, promo codes, etc.
• Notification scheduling - Set up automated emails about guideline changes.
• Search optimization - Improve relevancy ranking of chatbot responses through testing and feedback.
• Security - Role-based access control, encryption, rate limiting APIs.
• Integration management - Tools to manage any 3rd party integrations (e.g payment gateways).
Design & UI/UX:
• Clean, simple layout - Avoid clutter and make sure the UI is focused around the chatbot and search functions. Use plenty of white space.
• Intuitive navigation - Users should easily find key features without confusion. Stick to conventional UI patterns.
• Mobile-friendly - Fully responsive design optimized for all screen sizes. Test on multiple devices.
• Fast performance - Optimize page load speeds by minimizing images, requests, etc. Chatbot response time should be near-instant.
• Consistent branding - Logo, color scheme, typography should align with our brand style guide to reinforce our image.
• Conversational UI - Chatbot interactions should feel natural, friendly and responsive. Use animations, icons and dynamic replies.
• Minimal data entry - Reduce tedious data input. Use dropdowns for options when possible.
• Iterative design - Be ready to refine and tweak the UI even after initial product launch.
• Analytics integration - Track user behavior like click paths and conversions to optimize UI.
Integration:
• Leverage WhatsApp Business API to add chatbot capabilities.
• Use Telegram Bot API to create bot interactions.
• Integrate with PayPal, Stripe or similar subscriptions.
• Signup/login: Allow Google/Microsoft OAuth login.
Budget: $4,000
Posted On: October 02, 2023 00:26 UTC
Category: Full Stack Development
Skills:MongoDB, ExpressJS, Node.js, SaaS, Python, JavaScript, React, Artificial Intelligence, MERN Stack, LangChain, Pinecone, Google Cloud Platform, Amazon Web Services, Web Development, Chatbot Development, API, Front-End Development
Country: United States
click to apply
Our Solution: An AI-powered chatbot that provides mortgage professionals with quick, conversational access to investor guidelines from multiple sources in one place. In addition users can interact with the chatbot directly on WhatsApp and Telegram.
Key Features:
1. Intuitive UI: Clean, straightforward design ensuring ease of use.
2. Guideline Selection: Users search and pick which agency, investor, or lender guideline to converse with.
3. Fast Responses: Optimized for quick, accurate information retrieval.
4. Notifications: Alert system for guideline updates.
5. Favorites: Feature for marking and revisiting top guidelines.
Differentiators:
• Streamlined, conversational access to guidelines, outpacing tools like AllRegs by Ellie Mae.
• Cost-effective, AI-enhanced solution.
Detailed Requirements
Subscription Tiers:
• Free Tier: Limited prompts per day with access to Fannie Mae, Freddie Mac, FHA, VA and USDA guidelines.
• Premium Tier: Unlimited prompts with access to Fannie Mae, Freddie Mac, FHA, VA and USDA guidelines.
• Elite Tier: Unlimited prompts with unrestricted access to all available guidelines.
User Features:
• User accounts - Allow users to sign up, create profiles, and manage subscriptions. Integrate with a payment gateway.
• Question submission - An input form where users can type in their guideline questions. Natural language processing will extract key details.
• Chatbot conversational interface - Users can have a back-and-forth dialogue with the AI assistant to refine questions and get answers.
• Guideline selection - Ability for users to specify which guideline source they want to query (Fannie Mae, Freddie Mac, etc).
• Answer presentation - Chatbot responses should include text summaries along with links/references to the original guideline documents.
• Favorites - Allow users to bookmark guidelines for quick access later.
• Notifications - Email or in-app notifications when subscribed guidelines get updated.
• User profiles - Personalized dashboard, guideline history, preferences.
• Mobile-friendly - Fully responsive interface that works seamlessly on all devices with option for light/dark mode.
• Help/support - User documentation, video tutorials, contact form.
Admin Features:
• Admin dashboard - Centralized interface to manage all aspects of the site and database.
• Knowledge base management - Tools to easily update PDF guidelines.
• Version control - Store document history and allow rollback to previous versions.
• Analytics - Usage metrics to see which guidelines get queried most often and identify gaps.
• User management - Admin tools to approve new accounts, manage subscriptions, check usage, promo codes, etc.
• Notification scheduling - Set up automated emails about guideline changes.
• Search optimization - Improve relevancy ranking of chatbot responses through testing and feedback.
• Security - Role-based access control, encryption, rate limiting APIs.
• Integration management - Tools to manage any 3rd party integrations (e.g payment gateways).
Design & UI/UX:
• Clean, simple layout - Avoid clutter and make sure the UI is focused around the chatbot and search functions. Use plenty of white space.
• Intuitive navigation - Users should easily find key features without confusion. Stick to conventional UI patterns.
• Mobile-friendly - Fully responsive design optimized for all screen sizes. Test on multiple devices.
• Fast performance - Optimize page load speeds by minimizing images, requests, etc. Chatbot response time should be near-instant.
• Consistent branding - Logo, color scheme, typography should align with our brand style guide to reinforce our image.
• Conversational UI - Chatbot interactions should feel natural, friendly and responsive. Use animations, icons and dynamic replies.
• Minimal data entry - Reduce tedious data input. Use dropdowns for options when possible.
• Iterative design - Be ready to refine and tweak the UI even after initial product launch.
• Analytics integration - Track user behavior like click paths and conversions to optimize UI.
Integration:
• Leverage WhatsApp Business API to add chatbot capabilities.
• Use Telegram Bot API to create bot interactions.
• Integrate with PayPal, Stripe or similar subscriptions.
• Signup/login: Allow Google/Microsoft OAuth login.
Budget: $4,000
Posted On: October 02, 2023 00:26 UTC
Category: Full Stack Development
Skills:MongoDB, ExpressJS, Node.js, SaaS, Python, JavaScript, React, Artificial Intelligence, MERN Stack, LangChain, Pinecone, Google Cloud Platform, Amazon Web Services, Web Development, Chatbot Development, API, Front-End Development
Country: United States
click to apply
