CANDID Coworker brings a conversational experience to the information you use every day.
Mortgage organizations work with a significant amount of information throughout the day: Prospects, Deals, Clients, call transcripts, SMS, and other data that help them manage relationships and move business forward.
The challenge is not always finding the information. It is finding the relevant information and knowing what to do with it quickly enough to make it useful.
An LO may want to know which pre-approved Prospects have not been engaged in the last two weeks or what to say when they call them. Answering that question traditionally requires navigating records, reviewing activities, and piecing together information across the system.
CANDID Coworker provides another way to get there.
Ask the question
CANDID Coworker is an AI assistant built into the search experience. LOs can ask questions in natural language and receive answers based on the CANDID data they already have access to.
For example:
“Build my Realtor outreach plan for today for the top 30 Realtors by volume”
Or:
“Does John Smith’s bank statement have any large deposits or NSF’s?”
The LO does not need to know which record, field, or screen contains the answer. They can describe what they want to know, and CANDID Coworker uses the relevant information available to them in CANDID.
This makes search less about locating a record and more about getting an answer.
The context matters
An AI assistant is only useful when its answers are grounded in the right information.
CANDID Coworker is built on Data 360 and works with the LO’s data inside CANDID. That includes the CANDID objects relevant to their work, such as Prospects, Deals, Clients, and Recruits.
Just as importantly, CANDID Coworker operates within the LO’s existing access and permissions. It does not give the user access to information they could not already access in CANDID.
The result is an AI experience grounded in the information that is already part of the LO’s workflow.
A more direct way to work with data
The traditional search experience assumes the user knows what they are looking for and where to find it.
Conversational search changes that assumption.
An LO can start with the question rather than the record.
That could mean asking about a Prospect, understanding what is happening with a Deal, or finding Clients that require attention.
The underlying information does not change. The way the LO gets to it does.
An assistant built around the LO’s work
The value of CANDID Coworker is not that it has access to everything.
It is that it can work with the information that matters to the LO, within the access they already have.
That is what makes the idea behind The Assistant That Knows Everything practical.
CANDID Coworker knows the LO’s CANDID data well enough to answer questions about the work in front of them—without requiring them to navigate the system to find every piece of information themselves.
Ask the question. CANDID Coworker finds the answer.
One place for all the answers
CANDID brings the information LOs need into one place, with CANDID Coworker making it easier to find through a simple question.
Schedule a discovery call today.
