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You are at:Home»Technology»How to meet older customers where they are with AI technology
Technology

How to meet older customers where they are with AI technology

June 21, 2025004 Mins Read
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But with regard to the implementation of the AI ​​reversed mortgage industry technology Tools in other areas, there are many possibilities. Packer presents some in this second part of his conversation with Housingwiresage of the reverse mortgage (RMD).

Evaluation

In addition to controlling the potential biases that may arise from the AI ​​training process, Packer has explained that AI tools can be useful when assessing the property assessments in the reverse mortgage sector.

Bill Packer, COO of Longbridge Financial.
Ticket

“One of these places where we use the AI ​​tool is to search for assessments,” he said. “We can determine whether or not the evaluation represents the value of the property. I know that some of our competitors use people to do this process, but we largely rely on certain models that have been built. ”

This comes to a question of what we can trust to achieve the goal, he explained.

“Do I trust a model that looks without emotion Appreciation of the price of the houseOr the history of property, the compositions used in relation to other compositions? Packer asked.

“I would say that I think that the impregnable AI model will be less elderly, especially if it has been developed correctly and tested over time, than human beings, unfortunately.”

Appropriate service

Packer previously said that he was not completely sure of the idea that older customers prefer “Flash function”. This fuels the need to consider older customers as separate individuals rather than grouping them as a group.

“We are not a monolith,” he said. “I even look through my group of friends. Some of them have refinance Several times and are very comfortable in an online environment. Some of them have not refined or do not feel less able to make this journey not guided.

“And I think it’s one of the huge longbridge powers: if you want to interact with us and go to this digitally platform, we have a solution for you.”

Customers who want personal contacts can also be served by this system, if they prefer. If this means a telephone or a video call, or a visit to office, the company is structured to welcome one of these preferences, said Packer.

“We are happy to get involved with you where, when and how this customer wants to commit on a very personalized basis, because all these generalities are quickly disintegrated as soon as you arrive at the individual,” he said.

“I would even say that in an individual transaction, when you have more than one borrower, they will have other parties that will contribute to the progress of the process.”

Customer -oriented AI limits

Confidence advisers may prefer different commitment options that potential borrowers, and Longbridge wishes to be able to respond to these preferences. In the end, the options will include an AI chatbot oriented towards consumers who are still in development, said Packer.

“It will be a big jump for us, and we must be super comfortable first with our partners and see an evolution before doing so,” he said. “But I think that day is certainly coming.”

Packer shared a personal story on the stay in a large hotel chain and wanted to locate the label “Do not disturb” at its door. He couldn’t find him in his room, so he tried to call the reception but quickly realized that he was talking with an AI chatbot.

He could not understand the nature of his question, and he immediately wanted direct human interaction.

“It gave me the opportunity to retire and talk to someone else,” he said. “I think all of us, at one point like that, we want to arrive at this real human being. Longbridge will always support this, because I think it always makes sense. ”

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