# Home Equity / Refinance Opportunity Screening — Financial Services AI agent | Mihu AI

Financial Services · Lending

# Home Equity / Refinance Opportunity Screening

Identify existing customers who may benefit from discussing a refinance, routing them to an adviser for the actual recommendation.

Set up this outcome

## Apps this needs

Core / Policy System Lending, policy or subscription system for renewals & balances. Connect during setup

CRM Salesforce, HubSpot or your local CRM for leads & contacts. Connect during setup

Inbound Email Let the agent read and answer email enquiries. Connect during setup

## How it works

Screens the existing loan portfolio for accounts where market conditions suggest a refinance/equity conversation could be relevant , via the servicing system — never calculating or presenting a specific recommendation.

Sends an invitation to discuss options with a loan officer, framed as informational, not a specific offer.

Books the consultation if there's interest, written to the LOS/CRM.

Logs screening results for loan officer prioritization.

## Data sources

Existing loan portfolio data General market rate environment

## What it targets

Screened accounts offered a consultation (of flagged accounts) Target 100%

Consultation booking rate Target 15%