User AI experience for an ARM loan option
When using AI to build an ARM the user is requested to provide both the index (SOFR, Treasury Bill, etc..) and margin (specific to the lender) for the desired ARM product. Currently when a user goes directly into MortgageCoach, the Advice Engine makes a call on the backend to an index data provider and inserts the current ARM Index for the loan officer. The desired behavior is for the AI to make the same call to eliminate the need for the loan officer to provide the index. It eliminates an additional required step and improves the users experience in leveraging AI for building presentations.
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