We are thrilled to announce the release of Simplify 2.0, Goal Solutions’ next-generation, AI-powered tool designed to transform how our customer service and operations agents access and deliver account related loan servicing information. Built directly from agent feedback on Simplify 1.0, and leveraging Zendesk articles as its knowledge base, this upgraded proprietary tool offers a faster, smarter, and more intuitive experience, empowering agents to provide even better service to customers.
Simplify 2.0 Highlights
- Enhanced User Experience: Simplify 2.0 introduces a new Prompt Library featuring one-click questions and a client specific dropdown for quick, targeted queries. The modern chat interface now offers clean formatting and a reference viewer that enables instant access to source Zendesk articles, streamlining the agent’s workflow.
- Significantly Improved Performance: Response times are now 60% faster, ensuring support agents receive answers swiftly. Alongside speed, answer accuracy has been notably enhanced, allowing for more reliable and precise guidance.
- Superior Answer Quality: The tool now comprehensively covers all account types, timeframes, and eligibility rules. It auto-generates comparison tables, provides exact verbiage and scripts, offers self-service links, and can reason across complex, multi-procedure questions to deliver detailed and accurate responses based on Zendesk article content.
- Client-Specific Precision: Simplify 2.0 automatically detects the client from support agent questions and isolates policies relevant solely to that client, across dozens of unique clients. This targeted approach ensures compliance and increases accuracy.
- Ongoing Improvements Driven by Feedback: Every response can be refined through support agent thumbs up/down feedback and comments. All enhancements are guided directly by agent input, making Simplify smarter and more aligned with support needs over time.
These enhancements are designed to reduce search time, eliminate guesswork, and help support agents find the right answer faster so they can focus on delivering exceptional customer experiences, not navigating complex tools. This proprietary AI tool and others used by Launch Servicing help lower costs and improve performance for our clients and investors.
Transforming Loan Servicing
Simplify’s evolution reflects Goal Solutions’ ongoing commitment to delivering compliant, cost efficient, and client-centric service delivered by Launch Servicing. By leveraging advanced AI that continuously learns from support agent feedback, Simplify 2.0 helps support teams serve clients with greater confidence, speed, and accuracy, ultimately leading to higher performing portfolios leveraging cost efficient technology advancements.
Goal has consistently partnered with clients, offering expertise, guidance, and crucial services that lead to seamless and prosperous transactions. Specializing in ABS investor reports, financial statements, and associated reporting services, we are recognized leaders in the structured finance sector. Our comprehensive suite of solutions goes beyond standard reporting, encompassing vital services such as loan servicing, backup servicing, default prevention, collections, rating agency support, and master servicing. With a steadfast commitment to excellence, we facilitate a wide array of ABS transactions across diverse asset classes, ensuring our clients receive unparalleled support throughout their financial journey. Contact us to discover how we’ve enabled hundreds of clients to successfully tap into the securitization markets; we’ve proudly assisted in four inaugural client securitizations in 2024 alone. We’re eager to discuss your specific questions and objectives, and to tailor a solution that best meets your unique business requirements
To learn more about Goal Solutions and schedule an exploratory call, please visit: https://goalsolutions.com/ or contact:
Brian Cox
Vice President – Business Development
617-680-3515
[email protected]
