Improvements
Andi Soft Stops
Added new functionality in PrecisionLender: Andi Soft Stops!
This new feature allows you to experience Andi to the next level by allowing Andi to proactively intercept user actions, help ensure policy compliance, improve decision-making, and deliver important information at the right moment.
Andi Soft Stops offer the following capabilities:
- Intercept a save action (before an opportunity is saved) with a pop up window.
- Prompt a pop-up when a user clicks on a field to surface relevant insights, warnings, or reminders.
Andi Soft Stops Use Cases
- Policy Enforcement - If you enter a close date in the past or set a rate that falls outside of your institution’s policy, Andi can intervene with a message.
- Reminders & Announcements - Prompt a pop-up when the pricing screen is opened, reminding you of key policy changes or recent updates that might affect pricing decisions.
For more information, see the Andi Soft Stops article.