Help

Navigation & Layout

AgentX keeps the interface simple so you can focus on the conversation with your client.

Core Screens

  • Quick Estimate: Enter loan details and calculate the payment.
  • Scenarios: Revisit saved estimates and compare them side by side.
  • Support: Reach the help team or review quick tips.

Tips

  • Use the bottom tabs to move between estimates and saved scenarios.
  • Swipe on a scenario to rename or remove it.
  • Look for the share icon to send results by text or email.

Not seeing something you expect? Email support@loanx.ai with a screenshot.

Payment Estimates

Build and share mortgage payment scenarios in AgentX

Settings

Adjust AgentX defaults and notifications for your office