AI-powered mortgage support for every homeowner
We built a working AI support agent using Valon's products, policies, and terminology. Try it now—chat or call.
Valon Support
Powered by Lorikeet
Built for what Valon needs
This demo handles real mortgage servicing scenarios—escrow questions, payment inquiries, account authentication, and more—using Valon's actual products and terminology.
Natural Conversations
Homeowners ask questions in their own words. Lorikeet understands context, handles follow-ups, and resolves issues—not just FAQ lookups.
Real Integrations
Connected to account balance lookups, transaction history, and 2FA verification. In production, these plug directly into your servicing platform.
Compliance Ready
Built for regulated industries. Guardrails, audit trails, and human escalation paths keep you compliant without slowing down.
Natural Language Workflows
Define support processes in plain English. No code required. Update policies instantly without engineering tickets.
Voice + Chat + Email
Same AI brain across every channel. Homeowners get consistent answers whether they call, chat, or email.
Deploy in Days
This entire demo—workflows, integrations, knowledge base—was built in hours. Your production launch can be just as fast.
How we built this for you
We configured this entire demo in Lorikeet using your actual products and policies.
Connected Your Systems
Integrated mock versions of your servicing platform—account lookups, transaction history, and two-factor authentication—ready to swap in your real APIs.
Wrote Your Workflows
4 workflows covering balance inquiries, account authentication, general account questions, and FAQ handling—all in plain English.
Added Your Knowledge
26 FAQ articles covering escrow, payments, PMI, insurance, tax forms, loan transfers, and more—instantly searchable by the AI.
Went Live
Chat and voice are working right now. Email and SMS work the same way when you're ready.
Your homeowners can call too
Same AI, same knowledge—just over the phone. Call to experience what your homeowners would hear when asking about their balance, escrow, or payment options.
(540) 507-2997US toll-free • Available 24/7
See exactly what we built
Everything is transparent. Open the Lorikeet sandbox to see the workflows, tools, and knowledge base powering this demo.
4 Workflows
Balance & Transactions, Account Inquiry, Authentication, and FAQ—written in plain English, not code.
5 API Integrations
Mock tools that simulate your systems—in production, these connect to your real APIs.
26 KB Articles
Your FAQs about escrow, payments, insurance, tax forms, and loan transfers—the AI searches these to answer homeowner questions.
How Lorikeet works
No code required. Your team can build and update AI support agents directly.
1 Create Workflows
Workflows are your support processes written in natural language. Tell the AI what to do step-by-step:
"When a homeowner asks about their mortgage balance, first authenticate them using the authenticateCaller subworkflow, then look up their account balance and payment due date."
Lorikeet understands context, handles edge cases, and follows your instructions precisely.
2 Connect Your Systems
Tools let the AI take real action—look up balances, verify identities, pull transaction history. Connect any API:
- Account balance and payment lookups
- Transaction history retrieval
- Two-factor authentication (SMS/email)
- Customer identity verification
No code required—just configure the endpoints and let Lorikeet handle the rest.
3 Add Your Knowledge
The knowledge base gives your AI instant access to your policies, FAQs, and documentation:
- Import from existing help centers
- Scrape public documentation
- Create manual articles
- Tag content for relevance
The AI retrieves relevant articles automatically—no training required.
4 Test and Deploy
Lorikeet provides built-in testing tools to validate your AI before going live:
- Simulations with mock data
- Test tickets for QA
- Guardrails for compliance
- Gradual rollout controls
Deploy to chat, voice, email, or SMS—same AI brain across every channel.
Ready to go live?
This demo is just the start. Let's talk about rolling this out to your homeowners.
Schedule a Call