Richie AI Demo

Richie AI Demo

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.

TIME TO ACT

Help your merchants grow, grow yourself

What are you waiting for? It's time to get started.

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@richie | Jun 21, 2024

Predictive Analytics in Loan Underwriting

Leveraging Predictive Analytics in Loan Underwriting

 Crafting Compelling Loan Proposals
@richie | Jun 24, 2024

Crafting Compelling Loan Proposals

Crafting Compelling Loan Proposals: Tips for Success

Become a Super Broker with Richie AI's Master Franchise Program
@richie | Feb 21, 2024

Become a Super Broker with Richie AI's Master Franchise Program

Unlock Your Potential: How to Become a Super Broker with Richie AI's Master Franchise Program

Big Data and Enhanced SaaS Market Analysis
@richie | Jun 28, 2024

Big Data and Enhanced SaaS Market Analysis

Leveraging Big Data for Enhanced Market Analysis

Expanding Your Marketplace Globally
@richie | Jul 8, 2024

Expanding Your Marketplace Globally

Cross-Border E-commerce: Expanding Your Marketplace Globally

SEO Strategies for SaaS Platforms in 2024
@richie | Jul 30, 2024

SEO Strategies for SaaS Platforms in 2024

Cracking the Code: SEO Strategies for SaaS Platforms in 2024

Scaling Your SaaS
@richie | Aug 30, 2024

Scaling Your SaaS

Scaling Your SaaS: When to Pivot Your Product Strategy for Growth

Richie AI Recognized as a Leading Fintech Software Solution
@richie | Aug 12, 2024

Richie AI Recognized as a Leading Fintech Software Solution

Richie AI Recognized as a Leading Fintech Software Solution by Tekpon

MCA Risk Assessment Strategies
@richie | Aug 19, 2024

MCA Risk Assessment Strategies

Risk Assessment Strategies: Identifying and Mitigating Potential Risks

How Economic Shifts Are Redefining Business Loans
@richie | Aug 21, 2024

How Economic Shifts Are Redefining Business Loans

Navigating the New Norm: How Economic Shifts Are Redefining Business Loans

Labor Day Promo
@richie | Aug 28, 2024

Labor Day Promo

The Power of Signing Up and Upgrading with Richie AI CRM

Techniques for Shortening Your SaaS Sales Cycle
@richie | Aug 30, 2024

Techniques for Shortening Your SaaS Sales Cycle

Streamlining SaaS Sales: Techniques for Shortening Your Sales Cycle

Growth Hacking Tips for SaaS Businesses
@richie | Aug 30, 2024

Growth Hacking Tips for SaaS Businesses

From Startups to Scale-ups: Growth Hacking Tips for SaaS Businesses

SaaS Solution for Lenders
@richie | Sep 13, 2024

SaaS Solution for Lenders

Empower Your Lending Business with Richie AI’s Embedded Lending SaaS Solution

 AI-Driven Market Analysis in B2B SaaS
@richie | Sep 26, 2024

AI-Driven Market Analysis in B2B SaaS

Future-Proofing Your Business with AI-Driven Market Analysis

Merchant Health Screening
@richie | Oct 8, 2024

Merchant Health Screening

Keeping Your Finger on the Pulse: How Merchant Health Checks Can Prevent Financial Crises

Transaction Analysis
@richie | Oct 1, 2024

Transaction Analysis

Mastering Transaction Analysis: The Key to Business Insights and Growth

The Future of Lending: Pre-Underwriting
@richie | Oct 4, 2024

The Future of Lending: Pre-Underwriting

The Future of Lending: How Pre-Underwriting with AI is Changing the Game

Loan Application Processing
@richie | Oct 4, 2024

Loan Application Processing

Streamlining Loan Applications: Richie AI's Impact on Efficiency

Continuous Underwriting
@richie | Oct 4, 2024

Continuous Underwriting

Continuous Underwriting: A New Era of Financial Monitoring with Richie AI

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