Richie AI Demo

Richie AI Demo

Watch on YouTube: 

https://youtu.be/D6nzJxFCjxM 

1: Introduction to Richie CRM and Mission

• Overview: Get acquainted with Richie CRM and understand the mission behind its development.
• Goals:
  • Understand Richie CRM's role in creating a fair, transparent, and accessible credit system.
  • Learn about the two business models Richie CRM caters to.
• Activities:
  1. Mission Statement Review: Reflect on Richie CRM's mission statement. Consider how it aligns with your brokerage's goals.
  2. Business Model Identification: Identify which of Richie CRM's business models best suits your operation. Plan an email to sales@richie.com if you're part of a large marketplace, payment processor, or B2B SaaS platform seeking a custom demo.

2: Exploring the Richie CRM Technology Suite

• Overview: Familiarize yourself with the comprehensive set of tools offered by Richie CRM.
• Goals:
  • Understand the components of the technology suite, including the website, loan application management system, merchant portal, and lender submissions technology.
  • Learn about the new system to manage agents and affiliates.
• Activities:
  1. Technology Suite Exploration: Navigate through each component of the Richie CRM technology suite via the dashboard.
  2. Feature Highlight: Choose one feature that you believe will significantly impact your operations and draft a plan to implement it.

3: Addressing Broker Challenges with Richie CRM

• Overview: Learn how Richie CRM addresses common challenges faced by loan and MCA brokers.
• Goals:
  • Identify the problems Richie CRM solves, including the high cost of building technology, inefficient manual processes, and risks to customer privacy and lead protection.
  • Understand how Richie CRM's solution is tailored to these issues.
• Activities:
  1. Problem-Solution Mapping: List down challenges you face in your brokerage and map them to solutions provided by Richie CRM.
  2. Privacy Protection Plan: Develop a strategy to utilize Richie CRM's technology to protect customer privacy and lead information in your operations.

4: Implementing Richie CRM in Your Brokerage

• Overview: Detailed steps on integrating Richie CRM into your brokerage operations effectively.
• Goals:
  • Learn how to implement the system, including setting up the website and managing loan applications.
  • Understand how to leverage Richie CRM for agent and affiliate management.
• Activities:
  1. System Setup: Follow a step-by-step guide to set up your Richie CRM account, including the website and loan application management system.
  2. Agent and Affiliate Onboarding: Create a procedure for onboarding new agents and affiliates into your brokerage using Richie CRM.

5: Maximizing File Submissions and Additional Features

• Overview: Master the process of submitting files to lenders and utilizing additional features of Richie CRM.
• Goals:
  • Grasp how to efficiently submit files to lenders using Richie CRM.
  • Discover and implement additional features that could benefit your brokerage.
• Activities:
  1. File Submission Exercise: Practice submitting a dummy file to a lender and explore the conditional logic feature.
  2. Feature Exploration: Choose an additional feature (e.g., phone masking technology, bank account connection) to explore. Create a guide on how it can be used to enhance your operations.

6: Joining and Benefitting from the Richie CRM Community

• Overview: Discover how to join the Richie CRM community and leverage it for growth and networking.
• Goals:
  • Learn the benefits of joining the Richie CRM broker community.
  • Understand how to engage with the community for support, networking, and shared learning.
• Activities:
  1. Community Sign-Up: Register for the Richie CRM broker community and create your profile.
  2. Active Participation: Initiate a discussion on a topic relevant to your brokerage's challenges or contribute to an existing discussion with insightful comments.

Watch on YouTube: 

https://youtu.be/D6nzJxFCjxM 

0:00 - Introduction to Richie AI and the purpose of the demo.

1:04 - Richie AI's mission and vision.

1:18 - Overview of Richie AI's end-to-end tech solutions for brokers.

2:09 - Background of Richie AI: Origin, location, and clientele.

2:43 - The problem faced by brokers and Richie AI's solution.

3:15 - The challenges of building technology for brokers.

4:07 - Introduction to Richie AI's comprehensive technology.

5:00 - Real-world implementations.

6:19 - Detailed look into Richie AI's product offerings.

7:03 - Merchant application and dashboard features.

7:51 - Broker application management and CRM features.

8:30 - Importance of customer privacy and lead protection.

9:05 - Role-based permission system in Richie AI.

09:50 - Efficient file submission to lenders.

10:32 - Advanced features: Phone masking technology.

11:45 - Additional features: Bank account connection and statement uploads.

12:12 - Conclusion and invitation to try Richie AI.