video1.0<iframe src="https://www.loom.com/embed/398db5749f0c4711930ae8ccb0f50adc" frameborder="0" width="1720" height="1290" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>12901720Loomhttps://www.loom.com12901720https://cdn.loom.com/sessions/thumbnails/398db5749f0c4711930ae8ccb0f50adc-5203f0690eebd700-full.jpg184.747This Loom introduces the new AI Insights tab to help brokers track and manage leads more efficiently. It provides an hourly refreshed overview of application status, stage, loan purpose, overdue follow-ups, outstanding documents, and missing details needed to proceed. The tab also identifies key action items, can draft emails from templates, create tasks, chase document requests, and send reminders or use a voice AI agent to call leads. It highlights risks based on document issues, such as an incorrect license requiring correction before running an application order later shown in another video.