Introduction
Connective AI is a cutting-edge tool designed to streamline your navigation of lender policies. Integrated into the Connective CRM and Research App, this tool empowers you to deliver accurate and efficient answers to you and your clients' questions. With support for over 100 lenders across Residential, Asset Finance and Commercial, Connective AI is transforming the way you handle complex scenarios.
Accessing Connective AI
To access Connective AI, simply click the "Ask Connective AI" button located in the top navigation of the CRM and Research App.
Capabilities of Connective AI
Connective AI is meticulously designed to:
Provide Accurate Policy Information: The tool retrieves and interprets relevant data directly from associated lender files, including policies on income types, security types, product terms and conditions. Each response provides links to the relevant lender policy PDF for further verification.
Ensure Comprehensive Coverage: Supporting over 100 lenders across Residential, Asset Finance and Commercial, including top names such as Commonwealth Bank (CBA), ANZ, NAB, and Westpac. The tool delivers thorough analysis across multiple financial institutions.
Deliver Clear and Consistent Answers: Responses are formatted with clarity, presenting numerical and policy data in an organised manner for ease of understanding.
Handle Complex Queries: Whether you are inquiring about Centrelink income, self-employment scenarios, security policies for rural properties, or lender terms and conditions, Connective AI provides detailed, lender-specific answers.
Support Conversational Interaction: This progressive AI model enables you to refine your queries and build on previous answers, creating a conversational flow that helps narrow down information based on your needs.
Enhanced user experience
Input features
Text-Only Questions: Input is limited to plain text.
Character Limits: The input accepts questions between 30 and 500 characters, guiding you to provide concise yet detailed queries.
Interactive Submission: Questions can be submitted by pressing Enter or clicking the Send button. Once submitted, your input is displayed in the conversation history for easy reference.
Policy links: Responses indicate links to the policies Connective AI is referencing, this will open the relevant lender policy PDF for you to verify a response as needed.
Persistent conversations
Your session history, including previous questions and answers, is available for 72 hours, ensuring continuity and convenience.
Using Connective AI Effectively
To maximise the benefits of Connective AI:
Be Specific: Clearly articulate the details of your query, including income type, property security, or other relevant information.
Leverage Complex Scenarios: The tool excels at processing multi-layered questions involving multiple lenders or unique client situations.
To get better results from AI, try being specific about what you want, add any missing context, and break complex questions into smaller parts. If the response isn’t quite right, rephrase your question or share an example of the style or format you expect. Clear, detailed prompts help the AI understand your goal and produce more accurate, useful answers.
Disclaimer
The information provided by Connective AI is not official financial advice and should be used solely as a guidance tool to expedite your research process. While we strive to keep lender documents and the tool's knowledge up-to-date, errors may occur. Connective AI is continuously learning and improving over time. Your feedback is invaluable in enhancing the tool's accuracy and functionality.