---
title: "BIG AI for processors and loan officer assistants"
slug: "69-big-ai-for-processors-and-loan-officer-assistants"
updated: 2026-11-02T18:43:23Z
published: 2026-11-02T18:31:23Z
canonical: "docs.thebigpos.com/69-big-ai-for-processors-and-loan-officer-assistants"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.thebigpos.com/llms.txt
> Use this file to discover all available pages before exploring further.

# BIG AI for processors and loan officer assistants

**Requires a BIG AI contract.** If BIG AI is not active on your account, this feature will not appear.

Loan Officer Assistants and Processors can now use the BIG AI chat, and admins can build prompts aimed specifically at them. The same access rules apply as everywhere else: BIG AI only uses loans and documents you are already allowed to see.

## Where it lives

- **Across your pipeline:** open the main BIG AI page and ask about everything you can see — for example, which purchase loans over a given amount are in your pipeline.
- **On one loan:** open the loan and ask about that file only.

If a loan is in your pipeline you can ask about it, whether you are on the loan directly or see it through a user group. A manager with group access can therefore ask about the loans of the people in their group.

## Prompts built for your role

Admins set this under **AI Administration → Prompts**, where **Allowed Roles** now includes **Loan Officer Assistant** and **Loan Processor**. Each role sees only the prompt cards built for it, so a processor and a loan officer open the same loan and see different cards.

A file review prompt, for example, can be mapped to guideline folders in the Knowledge Base. One select then lists every document on the loan, checks the file against those guidelines, and finishes with the items to go back to the borrower for.

## If you cannot see it

Check whether BIG AI is active on your account at all. Where it has been contracted but not yet switched on for your role, an admin enables it — support cannot turn it on for you.