How Lia works your follow-up

Every AI demo in this industry shows you a chat window and a clever answer. Almost none of them show you the boring middle part, which is where the work actually is.

So here's one job, start to finish, the way it runs. It's the job I care most about, because it's the one loan officers lose deals to: the follow-up that didn't happen on a Tuesday because nobody had time to decide who needed it.

Nicolas recorded this one if you'd rather watch it than read it: the urgent leads walkthrough.

Ask who needs attention

Open Ask Lia and type it the way you would say it. "Show me what leads are urgent in my pipeline that I should focus on today." There's a mic next to the paperclip if your browser supports it, so you can say it instead.

She searches your leads and comes back with the ones that need attention. In the recording that's four of them.

What comes back isn't just a list. The results land in the Results panel beside the conversation as a sortable set of records, with a priority summary underneath explaining what she focused on and why. That summary is the part I didn't expect to care about and now use the most. It's the difference between a filtered view and somebody telling you where to start.

Ask for the drafts

Follow up in the same thread. "Draft a unique email and SMS for each individual client."

The word that matters there is unique. She writes a separate message per lead using the specific details of that file, loan type and loan amount included, rather than one template with a first name swapped in. That's the whole reason this is worth doing at all. A pipeline of eleven people doesn't need eleven copies of the same paragraph, and clients can tell.

Stay in the same conversation while you do this. Lia reuses record IDs from earlier in the thread, so if you wander off and start a new chat, she has to search again from scratch. Reopen the old thread from History instead.

Review, then send

Now you read them. Don't skip this. The line under her message box says so on every screen: Lia can make mistakes, verify important information.

Once you're happy, there are two paths.

If your email is connected through Toolkits, the Send all emails button sends each draft from your own connected address. Your domain, your signature, your deliverability. Not a marketing sender.

The texts are different. If you don't have batch texting on, you copy each SMS draft and paste it into the client's profile yourself. That's slower, and I'd rather tell you now than have you find out mid pipeline.

What she will not do without you

The permission model is worth learning once, because it explains almost every "will it do something I didn't approve" question.

Records are proposals. When Lia creates a lead, contact, loan, task or note, she puts a record card into the Results panel showing the fields she understood, with anything still required marked. You edit it and click the button at the bottom. Only then is the record written. Close the panel first and nothing was saved.

Workflows are drafts. Describe an automation and she gathers the trigger, the actions, the timing and the conditions, tells you what she's about to build, and creates it switched off. Turning it on is a separate decision you make after reading it.

Texting is the exception. If you ask Lia to text a client, it sends right away from your team's number and gets logged as an outbound SMS. No card, no review step, and nothing checks a consent record or a Don't Call entry first. Treat "text her that we got the documents" as an instruction that sends. Confirm the wording before you ask, and check consent yourself in Consent Manager or DNC Manager if it matters on that file.

Where it goes from there

The urgent leads job is the smallest useful version. Two things extend it.

The first is the client profile. Lia can run a DISC assessment with you and save the result on the record, and running DISC assessments for clients is one of the suggested tasks she offers on an empty chat. What the help center documents is the profile itself, not an automatic rewrite of every draft, so treat it as context sitting on the record rather than a setting that quietly changes her tone.

The second is Deep Mode, the last button on the mode row. It's a different way of working. Instead of going back and forth, you hand her one large job and she works through it on her own while a progress panel shows what she's doing. You can steer a run by sending another message into it, or interrupt it to stop. Finished runs are kept under Tasks, so you can load one back into the chat later.

The suggestions on an empty Deep Mode chat tell you what it is for: audit stale leads and raise follow-ups, turn the whole pipeline into a report, compare connected lenders for a scenario, draft follow-ups for every lead you have not touched in a week. That last one is the same job as this post, run across everybody instead of the four people you asked about.

Why this is the one I show first

Because it's the shape of the whole product. You ask in plain language, she does the search and the drafting, you keep the judgment and the send button.

That's what an AI Operating System for mortgage means in practice, and it's a smaller claim than the phrase sounds. Not software that replaces the loan officer. Software where the work of finding out and writing it up has already happened by the time you sit down.

There's a short Lia preview if you want to see it before you sign up, and the loan officers page covers the rest of what she does across a pipeline.