Mast Assist
Turn complex lending policy into instant, cited answers for intermediaries.
Mast Assist delivers clear, coherent policy answers to brokers that your team can trust. Every reply is grounded in your live policy documents with source citations, freeing your BDMs from repetitive questions and giving intermediaries the confidence to place more business.
What it does.
Straightforward answers
Responds to intermediary questions with clear answers, backed by line-level citations from your policy documents.
Instant responses
No more waiting for a BDM to check the policy. Intermediaries get the answer at the moment they need it.
Policy alternatives
Flags exceptions and adjacent products when your team configures them, turning a no into a maybe.
Source-linked answers
Every reply includes a 'View source' link with anchors to the exact policy passage the assistant relied on.
Smart escalation
Route complex cases to your team via email, CRM, or Teams, with the full conversation attached.
Policy versioning
Pin the assistant to specific policy versions and update the live version in a single click.
Change workflow
Draft, review, approve, and publish policy updates with role-based permissions and a full history.
Analytics and insights
Track top questions, re-routing patterns, and time saved so you can tune both the assistant and the policy behind it.
Multichannel deploy
Ship as a web widget, embed in your partner or broker portal, or integrate through the API.
Smart guardrails
Domain-bounded retrieval, safety filters, and graceful fallbacks to human support when the model is uncertain.
Multi-tenant ready
Manage multiple brands or product sets from one central console.
Complete audit trail
Full Q&A history preserved for quality assurance, complaints handling, and staff training.
Where it fits.
Broker-facing policy assistant on your intermediary portal
BDM copilot that answers repetitive policy questions
Internal knowledge assistant for underwriters and processors
Training and QA companion for new joiners
Plays well with the stack.
Your policy PDFs, Word documents, and public policy site
Broker portals, partner hubs, and your own website
Email, CRM, and Teams for escalation routing
Mast Origin, so policy answers stay aligned with the rules that decision cases
What good looks like.
Ingest documents, configure tone and disclaimers, drop in a script tag. That is the whole setup.
Repetitive policy questions handled instantly, freeing BDMs for the conversations that win business.
Every intermediary gets the same, cited answer, aligned with the latest version of your policy.
See Mast Assist in action
Walk through your workflow with the team and see how it fits.
Get in touch