Your step-by-step guide to using YBR's AI platform

Nectaria is Yellow Brick Road’s in-house AI platform. It’s been created to cut down admin and speed up your settlements and, ultimately, let you spend more time with clients to write more deals.

And most importantly, as it’s built on our data, it’s safe and secure. This is something only Yellow Brick Road brokers will be able to access.

There’s a lot of features in Nectaria. In this area, Nectaria’s Product Manager Matthew Hunter will walk you through where the features are and how to use them. Each how to video is between 1-3 minutes.

This page will be updated with more walk-throughs as new features are released.

Access Nectaria with your YBR email address and password:

Log into Nectaria

Nectaria has three agents:

1. The Policy Assistant (aka Clio). This assistant has access to every policy from every lender on Yellow Brick Road’s panel. You can ask about specific policy features or use it to explore different client scenarios.

2. The Interview Tool. Record or upload client conversations or your own voice notes. The tool then pulls out all the facts to create a client profile. There are also additional features, such as compliance checklists and call coaching. It’ll also immediately draft an email requesting follow up information from the client.

3. The Deal Assistant (aka Hestia). This is where you manage each deal from lead to settlement. It creates tasks and follow-ups to reduce time spent going back and forth with clients, and will update deal information every time you add a new call or update client information.

Below are short walkthroughs. Watch in order or jump to what you need.

1. Intro to Nectaria

In this video: finding your way around Nectaria · what lives where · a top-level look at each tool

2. Interview Tool: Getting Started

In this video: finding your way around the Interview Tool · linking to a customer or a deal · what’s in the checklist · using notes

3. Interview Tool: Recording and Transcripts

In this video: how to record live · uploading audio · uploading a transcript · consent · converting the conversation into client details

4. Post-Interview: Next Steps

In this video: linking two partners into one deal · the client’s credit profile · risk and compliance checklist

5. Post-Interview: Call Coaching

In this video: client sentiment score · highlighting cross-sell opportuning · broker scorecards · analysis of call performance

6. Post-Interview: Actions and Follow-Ups

In this video: how to use follow-up tasks · automatic draft emails for client follow-ups

7. Deal Assistant: Overview

In this video: how the Deal Assistant works · where to find what · tasks and notes · tools to help you build on the deal

8. Deal Assistant: Getting the Most Out of It

In this video: AI conversations · Hestia-generated prompts · your own prompts · sending to the Policy Assistant · sending back to the Deal Assistant