The goal of this project is to enhance My Broker Pro's CRM platform by integrating advanced API connections and AI tools to streamline operations, improve customer onboarding, and elevate the user experience for mortgage brokers.

This involves:

1. Developing and implementing API integration between Go High Level's custom app and the Finmo Lendesk platform to automate data flow and improve functionality.
2. Creating AI-driven tools for customer support and mortgage application data collection, including a conversational AI voice agent and a chatbot.
3. Building optimized workflows, funnels, and automations to simplify and enhance the customer onboarding process.
4. Testing, refining, and launching these tools and processes to ensure reliability and scalability for real-world use.

The overarching goal is to leverage cutting-edge technology to provide seamless CRM functionality, increase broker efficiency, and improve the overall experience for MBP’s clients.

To achieve the project goal of integrating API and AI tools for CRM enhancement, the following tasks and deliverables are required:

Tasks:

1.API Integration with Finmo Lendesk:

• Review and finalize pre-defined API endpoints for Go High Level and Finmo.
• Build and test the API connection for seamless data flow between platforms.
• Address bugs and ensure reliability under various use-case scenarios.
• Document the API integration process and workflows.

2.Conversational AI Development:

• Design and train a chatbot for customer support to answer FAQs and resolve common inquiries.
• Create a conversational AI voice agent for mortgage data collection, including scripting, NLP training, and transcription capabilities.
• Ensure AI tools can transmit data and transcripts via the API to Finmo.
• Test and refine both AI tools for accuracy, usability, and performance.

3.Workflow and Automation Design:

• Develop workflows, pipelines, and automations in Go High Level for customer onboarding and data management.
• Create a series of onboarding funnels that streamline the user journey, from sign-up to full platform adoption.
• Implement triggers and notifications to improve customer engagement.

4.Testing and Quality Assurance:

• Conduct end-to-end testing for API connections, AI tools, and workflows.
• Perform user acceptance testing with a controlled group of brokers to gather feedback.
• Resolve any performance or usability issues identified during testing.

5.Launch Preparation and Execution:

• Develop a launch plan, including timelines, promotional materials, and user training guides.
• Create tutorials and knowledge base content for brokers on using new features.
• Roll out the tools and workflows to brokers in a phased approach, ensuring smooth adoption.

6.Data Analysis and Reporting:

• Analyze user engagement and performance metrics post-launch.
• Evaluate the success of workflows, automations, and AI tools.
• Provide actionable recommendations for further enhancements.

Deliverables:

1.Market Analysis Report:

• Insight into CRM pain points and opportunities specific to mortgage brokers.

2.API Integration Documentation:

• A comprehensive guide detailing the Go High Level and Finmo integration, including endpoints, workflows, and troubleshooting.

3.Conversational AI Tools:

• A fully functional chatbot for customer support.
• A voice AI agent for mortgage application data collection, with the ability to transfer data and transcripts into Finmo.

4.Workflows and Automations:

• Optimized customer onboarding workflows and automations within Go High Level.
• Fully implemented onboarding funnels to guide users through the system.

5.Landing Page or Platform Update:

• A user-friendly landing page or dashboard update to introduce new tools and features.

6.Testing and Launch Plan:

• Detailed testing results, bug fixes, and a phased launch plan.
• User guides, tutorials, and knowledge base content for brokers.

7.Post-Launch Data Analysis Report:

• Key metrics on tool usage, customer onboarding success, and broker feedback.
• Recommendations for scaling and further improvements.
• These tasks and deliverables will ensure a comprehensive solution that integrates seamlessly into MBP’s CRM platform while improving broker and customer experiences.

Note: The project scope may vary, and students should be prepared to take on additional tasks or adapt to evolving project needs as required.