Every team has a go-to — the person who knows how to set up a commission profile, troubleshoot a failed import, or explain what a field actually does. When they're in a meeting, on vacation, or no longer on the team, everyone else is stuck.
"How do I void a posted document?" shouldn't require opening a support ticket and waiting for a response. But without an immediate answer available, that's exactly what happens — and work stops in the meantime.
Documentation covers the platform thoroughly. Finding the right document, the right section, and the right version of the truth — while already in the middle of a task — is a different problem entirely.
Leadership invests in a platform built for mortgage accounting. Getting the full return on that investment depends on the team actually knowing how to use it — and that knowledge is harder to distribute than it should be.
Instant Answers
Ask any question about Loan Vision. Get a precise answer without interrupting anyone.
Luna answers questions about any part of Loan Vision or the underlying Business Central platform with the precision of a senior consultant — available the moment the question comes up, without pulling a teammate off their own work.
Plain-language questions, precise answers
Ask "What does the Commission BPS field do on the Loan Card?" and get an explanation of the field's purpose, where it's populated, and exactly how it factors into commission calculations — not a generic definition.
Field-level detail, not just summaries
Get exact field names, valid values, and the business rules behind them — the level of detail that normally requires digging through documentation or finding someone who's done it before.
Coverage across every module
Luna covers all 33 modules of the Loan Vision platform — from loan imports and warehouse lines through commissions, interim servicing, financial reporting, and integrations — so the answer is available regardless of which part of the platform the question is about.
Available at the moment the question comes up
Ask while you're in the middle of the task, get the answer, and keep working — instead of stopping, sending a message, and waiting to hear back before you can move forward.
The questions that used to require finding the right person and waiting for them to be free now get answered in the time it takes to type them.
Setup & Configuration Guidance
Configure any feature in Loan Vision with a complete, step-by-step walkthrough.
Luna provides field-by-field setup guidance for every configurable area in Loan Vision — the kind of walkthrough that normally requires a call with a consultant or a senior team member who's done it before.
Complete setup checklists
Ask how to set up a new warehouse line and get the full sequence — GL accounts, bank accounts, import schemas, processing schemas, and warehouse line configuration — with exact field names and values at every step.
Coverage across every configurable area
Commission Profiles, Calculation Schemas, Dimension Hierarchies, Financial Report definitions, Automated Import setup — Luna walks through configuration for any feature in the platform, not just the most common ones.
Prerequisites and downstream effects included
Every setup walkthrough explains what needs to be in place before you start, what each field controls, and what happens elsewhere in the system once it's configured — so the person doing it understands the impact, not just the mechanics.
Verification steps included
After a configuration walkthrough, Luna explains how to confirm the setup is correct — so there's no uncertainty about whether it worked.
A team member who has never configured a specific feature before can work through it correctly and completely — without needing someone who has done it before to walk them through it.
Troubleshooting & Diagnostics
When something isn't working, get a clear path to the fix — not just an error message.
Luna walks through what's causing an issue systematically — from the most basic checks to the most technical — and explains exactly what to do to resolve it.
Root cause diagnosis
Luna works through prerequisite checks, configuration validation, and data integrity in sequence — the same diagnostic process an experienced consultant would follow, without needing to schedule time with one.
Error message explanations
Get a plain-language explanation of what triggered a specific error in Loan Vision and how to resolve it — instead of staring at a message that doesn't explain what went wrong or where to start.
Cross-module troubleshooting
Issues in one module are often caused by something in another. If commissions aren't calculating correctly, Luna checks both the commission configuration and the loan card fields that feed the calculation — because the root cause often isn't where the symptom appears.
Clear next steps, including follow-through
After identifying a fix, Luna explains what to do after applying it — reprocess, recalculate, repost — so the issue is fully resolved, not just diagnosed and left.
Issues that used to mean an open support ticket and a wait get diagnosed and resolved in the same conversation.
Process Walkthroughs
Walk through complete Loan Vision workflows from start to finish.
Beyond single questions, Luna guides users through entire business processes — every step, system prompt, and decision point — so less-experienced team members can run complete workflows correctly without a senior person walking them through it manually.
Daily and monthly process guidance
Get walked through the daily funded and sold loan import and posting cycle, monthly servicing billing, commission calculation and posting, and other recurring processes — the complete sequence, not just the starting point.
Month-end and year-end close procedures
Walk through close procedures step by step, including mortgage-specific requirements like 1098 tax reporting and GL and Loan Number Reconciliation.
Correction and voiding workflows
Get guided through document voiding, correction procedures, and reconciliation processes — with each decision point explained as it comes up, rather than relying on someone who's done it before to supervise.
Complete processes run correctly the first time, even for team members who haven't done them before — without a senior team member having to stop their own work to supervise.
Integration & Reporting Support
Get help with the systems connected to Loan Vision — not just Loan Vision itself.
Luna covers the full ecosystem around Loan Vision — the integrations it connects to and the reporting tools it powers — so a question about a connected system has the same immediate answer as a question about the platform itself.
Integration setup and troubleshooting
Get walked through configuration and troubleshooting for the systems Loan Vision connects to, including field mapping, account mapping, and the setup steps specific to each integration.
Financial reporting guidance
Get help setting up and interpreting Financial Reports V2, Branch Portal KPIs, and loan-level value reports — the reporting layer that gives leadership visibility into the platform's data.
Permission and access guidance
Ask which permission set is needed for a specific task, or what a given permission set grants access to — and get a direct answer rather than trial and error.
When Luna can't resolve it
If a question goes beyond what Luna can answer from documentation, it collects the relevant details and routes the issue to the appropriate support channel — with a clear explanation of where it's going and why.
Questions about integrations and reporting have the same immediate, precise answer as any other platform question — without needing a specialist for each connected system.
