Luna AI
Your intelligent loan analyst
Luna analyzes loan files, catches condition issues, answers guideline questions with citations, and predicts approval risk—all from a single drawer in Salesforce.
inflooens is a Salesforce-native mortgage POS + CRM + loan operations workspace with real-time Encompass sync. Luna is the AI layer that makes your unified data actionable.
The Three Pillars of Luna AI
Proactive Detection
Luna monitors your pipeline for problems—before you know they exist. 20+ anomaly types across sales, processing, underwriting, and closing.
- Rate lock expiration alerts
- Credit staleness detection
- Role-based anomaly routing
Guideline Intelligence
Luna searches Fannie Mae, Freddie Mac, FHA, VA, and USDA guidelines using RAG and returns cited answers from agency documents.
- 5 agency guideline sets
- Cited answers with sources
- Natural language queries
Approval Prediction
Luna's 6-factor scoring model predicts underwriter approval probability, giving visibility into where each loan stands before submission.
- Credit, DTI, LTV factors
- Employment & documentation
- Reserves analysis
Platform vs. Point Solutions
You can buy a POS. You can buy a CRM. You can buy an AI tool. Or you can have one platform where they work together—and where AI actually works.
inflooens approach
Data Architecture
Single source of truth. Lead, loan, comms, docs, conditions — all in one place.
AI Effectiveness
AI sees complete loan context. Better predictions. Smarter suggestions.
Workflow
One login. One interface. Zero context-switching.
LOS Sync
Real-time bi-directional Encompass sync. Field-level mapping.
Implementation
1-day go-live. Config-driven. No custom code.
The old way
Data Architecture
Data scattered across 5-8 systems. Manual sync. Constant reconciliation.
AI Effectiveness
AI sees fragments. Limited context. Shallow insights.
Workflow
Multiple logins. Tab-hopping. Friction at every step.
LOS Sync
Batch sync or manual export. Data drift. Reconciliation burden.
Implementation
4-12 weeks per tool. Integration complexity compounds.
Point solutions are yesterday. AI agents thrive on unified platforms—because they need complete context to be useful.
Luna Runs Best on Unified Data
Luna sees the complete closed-loop: from lead capture through funding and back to marketing. That's how she catches what others miss.
Lead Capture
Inbound leads flow in
Credit & Pricing
Soft pull + rate options
Application
Borrower POS experience
Loan File
All data unified
Comms & Tasks
Email, SMS, calls tracked
Conditions
PTD/PTA/PTF managed
Encompass Sync
Real-time bi-directional
BI & Marketing
Closed-loop attribution
Luna sits at the center—reading from every stage, surfacing insights, and taking action. No API stitching. No data gaps. Just complete context.
Luna in Action
One drawer. Three tabs. Zero context switching.
Analyze Tab
Instant predictions, anomaly detection, eligibility overview, and what-if scenarios. Luna analyzes the loan the moment you open the drawer.
Ask Luna Tab
Natural language Q&A with guideline RAG, agentic tools, and conversation memory. Ask follow-up questions—Luna remembers the context.
Actions Tab
Priority actions, task creation, communications, and document requests. Every insight has a one-click action attached.
17 AI-Powered Features
P1Core Intelligence
P2Smart Features
P3Advanced
P4Predictions
20+ Anomaly Types Across the Loan Lifecycle
Universal Anomalies
- Rate lock expiration alerts
- Credit staleness detection
- Employment gap warnings
- Contact staleness alerts
- Co-borrower data gaps
Sales Milestones
- Buyer's agent not updated (Purchase)
- Credit pulled >24hrs — need commitment
- Pre-approved check-in
- Application incomplete — send POS link
Processor Milestones
- Processor not assigned
- Stale PTD conditions
- TRID disclosure timing
- PTA conditions blocking submission
Closing Milestones
- Closing date not set
- PTF conditions open
- Funding wire verification
Built for Security, Governance, and Scale
Salesforce-Native
Runs in your org. Your data stays in your org. CRUD/FLS enforced.
PII Protection
PII never logged in Lambda or error logs. SOC 2 compliant.
Audit Trails
Every AI decision logged. Explainable. Reproducible.
Encompass Sync
Bidirectional sync at field level. No data drift. No reconciliation.
2x your conversion rate.
Industry average pull-through is just 15-25%. Most leads leak due to slow response, missed follow-ups, and reactive workflows. Luna catches issues before they cost you loans.
Ready to meet Luna?
See how Luna AI can save your team 30+ minutes per loan while catching issues before they become problems.