Meet Luna: The AI Teammate Now Built Into Loan Vision

Every mortgage accounting team has that one person - the one who knows exactly how to set up a commission profile, why an import failed, or what a particular field actually controls. They're invaluable. They're also a single point of failure. When they're in a meeting, on vacation, or no longer on the team, everyone else is left waiting, guessing, or opening a support ticket for something that should take thirty seconds to answer.

We built Luna to fix that.

Your platform knowledge shouldn't live in one person's head

Loan Vision is a deep platform. That depth is exactly what makes loan-level accounting possible - and it's also why so much day-to-day productivity has historically depended on knowing where to look and who to ask. Documentation covers the platform thoroughly, but finding the right document, the right section, and the right version of the truth while you're in the middle of a task is a different problem entirely.

The result is a familiar pattern: simple questions become delays, adoption moves slower than it should, and the full value of the platform stays locked behind a handful of experts. That's the gap Luna closes.

So, what is Luna?

Luna is an AI assistant purpose-built for Loan Vision. She's trained on the full depth of the platform's documentation, its configuration logic, and the underlying Microsoft Dynamics 365 Business Central platform - more than 160 Loan Vision documents and detailed coverage across all 33 modules. You ask a question in plain language, and Luna gives you a precise answer grounded in how your system actually works. No waiting on a teammate. No searching documentation. No ticket.

Best of all, she lives right inside the platform you already work in, available 24/7 - so the answer arrives in the time it takes to type the question.

What you can ask Luna

Luna handles everything from quick daily questions to advanced configuration guidance:

• Instant answers. Ask "What does the Commission BPS field on the Loan Card do?" and get an explanation of the field's purpose, where it's populated, and how it factors into commission calculations - not a generic definition.
• Setup and configuration guidance. Get complete, step-by-step walkthroughs for configuring any feature, with exact field names and values, prerequisites, downstream effects, and verification steps.
• Troubleshooting and diagnostics. When something isn't working, Luna works through the root cause systematically - even when the symptom shows up in one module and the cause lives in another - and gives you a clear path to the fix.
• Process walkthroughs. Run complete workflows like daily import and posting, month-end and year-end close, or document voiding from start to finish, correctly the first time.
• Integration and reporting support. Get the same immediate help for connected systems and reporting - field mapping, financial reports, Branch Portal KPIs, and permissions.

Early adopters are already telling us Luna helps new employees get up to speed faster while giving experienced users a quick way to research questions and go deeper - immediate access to knowledge that used to mean digging through documentation, videos, or support resources.

Why this matters: our commitment to AI

Luna is exciting on its own, but it also represents something bigger. We're leaning into AI at Loan Vision - not as a buzzword or a bolt-on chatbot, but as a core part of how we build. Luna is an assistant that genuinely understands mortgage accounting and the way our platform works, and it's the first of a broader roadmap of AI-driven capabilities we're investing in.

Our goal is simple: keep making the platform smarter, faster, and easier to use, so our customers get more value from Loan Vision every quarter - not just at implementation. Luna is a meaningful step in that direction, and there's much more to come.

Meet Luna today

Luna is available now, built right into Loan Vision. See what she can do, and how she can help your team spend less time hunting for answers and more time on the work that matters.

Explore Luna AI →

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