Requires a BIG AI contract. If BIG AI is not active on your account, this feature will not appear.
Version 3.10 brings The BIG AI to the mobile app, so a loan officer can ask about their pipeline or a single loan from their phone.
Where it is
There are four ways in: the AI Assistant tile on the dashboard, which covers your whole pipeline; the same tile on a loan, which covers that loan; the side menu; and the sparkle beside your avatar on the loan dashboard.
What you can ask
Type a question or pick a featured prompt, browse the full prompt list, and stop or retry an answer that is taking a long time. Answers come back formatted — tables you can scroll sideways, summary and ranked-list panels, document lists, generated documents you can download, and a Sources card that opens the cited document in place.
Working with loan documents
Attach up to ten loan documents to a question, or select documents inside an answer to have them analysed. Where the assistant proposes a change to the loan, you Confirm Update or Dismiss it yourself.
Conversation history
Past conversations can be reopened, renamed, pinned, cleared or deleted.
The first time you open it
You accept the AI terms once in the app. Access follows the web portal — loan officers on accounts and sites with AI switched on. If the tile is not there, AI is not enabled for your user or your site; your administrator controls this, not the app.
Also new in the app
Photos picked from an iPhone gallery now upload as JPEG rather than HEIC and the app accepts the same formats as the web portal, which clears up uploads that previously appeared to fail after the borrower sent them.