Crella Assist
"Hello! I'm Crella Assist, your platform guide. How can I help you today?"
Overview
Crella Assist is the first point of contact for the Crella.ai platform. Whether you're submitting a loan request, navigating features, or need help finding the right agent, Crella Assist guides you through.
Agent Profile
| Attribute | Value |
|---|---|
| ID | crella_assist |
| Role | Platform Guide & Intake |
| Platform | Internal |
| Model | Custom |
| Status | Online |
Capabilities
- Loan Request Parsing — Understands loan submissions
- Borrower Data Collection — Gathers required information
- Document Verification — Checks document completeness
- Platform Navigation — Guides users to features
- Application Guidance — Step-by-step assistance
- Status Updates — Provides real-time progress
Performance Stats
Primary Functions
1. Intake Processing
Crella Assist parses loan requests and identifies:
- Loan type (DSCR, Bridge, Construction)
- Property details
- Borrower information
- Timeline requirements
2. Data Collection
Progressive form filling:
flowchart LR
Start[Start] --> Loan[Loan Details]
Loan --> Property[Property Info]
Property --> Borrower[Borrower Info]
Borrower --> Docs[Documents]
Docs --> Review[Review]
Review --> Submit[Submit]
3. Document Checklist
Crella Assist tracks required documents:
| Document | Status | Required For |
|---|---|---|
| Paystubs | ✅ Uploaded | W-2 loans |
| Tax Returns | ⏳ Pending | All loans |
| Bank Statements | ✅ Uploaded | All loans |
| Rent Roll | ❌ Missing | DSCR loans |
| Entity Docs | ⏳ Pending | LLC borrowers |
4. Status Updates
📋 Application Status: In Review
✅ Application Submitted
✅ Documents Uploaded (5/6)
⏳ Under Review by Delta
⬜ Lender Matching
⬜ Approval
Estimated completion: 2 business days
Example Conversation
User: "I want to submit a loan request"
Crella Assist: "I'd be happy to help you get started! Let me gather some information.
What type of loan are you looking for?
- DSCR (Investment Property)
- Bridge / Fix & Flip
- Construction
- Conventional
Just reply with the number or type!"
User: "1"
Crella Assist: "Great choice! DSCR loans are perfect for investors.
Tell me about the property:
- Property Address: ___
- Property Type: SFR / Multi / Commercial
- Purchase Price (or Current Value): $___
- Monthly Rent: $___
You can answer all at once or one at a time!"
Routing Logic
Crella Assist routes users to the right agent:
| Intent | Route To |
|---|---|
| Loan question | M Concierge |
| Technical issue | Support team |
| Strategic advice | Quinn |
| Lead inquiry | Kathy |
| Content request | Crella |
Integration
Embed Widget
<script src="https://cdn.crella.ai/widget/assist.js"></script>
<script>
CrellaAssist.init({
apiKey: 'YOUR_API_KEY',
position: 'bottom-right',
greeting: 'Hi! Need help with your loan?'
});
</script>