Develop an AI-powered system integrated across the full mortgage borrower lifecycle for StratoLending.
This includes
1. creating an AI chatbot that handles pre-application inquiries on the WIX website after intaking lead's communication and web-tracking history through CRM
2. guide users through the inquiries into a loan application on our website via an iFramed POS (Floify POS)
3. create a communication system (similar to the AI chatbot) that answer emails, WhatsApp or SMS via CRM API, by also taking in real time history of communication with the lead.
4. follows up with unconverted leads in a systematic way to nudge them into applying.
5. syncing with CRM for ongoing communication, and eventually tracking loan status and surfacing marketing content automatically.
The person should have extensive experience with chatGPT AI APIs, other APIs and webhook connections.
The person will need to create an AI bot that can read/parse our website real-time data that's outside of the chatbot.
The goal is to
- Convert site visitors into applicants.
- Assist with application completion via Floify POS.
- Sync back with CRM tools to maintain conversation continuity.
- Track loan status via LOS (Loan Operation System), that comes into play after an application is submitted
- Be designed modularly for easy backend/platform switching.
An important component of the chatbot is an Admin Dashboard, which is color coded by 'warmth' of the de-duplicated leads, allows for manual AI to human and vice versa handoffs of any of the live chats.
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