Overview

Homestory Rewards helps homeowners close mortgages by connecting them with banks through a network of human agents. As the business grows, operational teams need fast visibility into pipeline and performance KPIs, especially how efficiently agents work leads through to mortgage close. Homestory adopted WisdomAI to centralize analytics and then operationalize insights via Proactive AI Agents that deliver the right analysis to the right person at the right time.

The Challenge

Operational insights weren’t reaching the point of work: Mortgage agents needed timely visibility into pipeline KPIs (enrollment, lead handling efficiency, conversion), but updates weren’t consistently delivered where they operate day-to-day (email/Slack).

Manual follow-ups created lag: Answering recurring questions required repeated pulls and coordination, which slowed the loop between “what’s happening” and “what to do next.”

Reports had to be easy to act on:  Updates and information needed to be clear, easily understood, and had to match user's working style's and platforms so recipients could take action using those insights without additional interpretation.

The Solution

WisdomAI was implemented as a unified analytics layer with two core components.

1. Data Domains (clean, contextualized data for analysis): The team standardized key pipeline metrics (enrollment, lead handling efficiency, conversion) so answers were consistent and didn’t require repeated manual pulls or reconciliation.

2. Proactive AI Agents (insights delivered automatically): With WisdomAI, Homestory built agents that ran on a schedule and pushed updates directly to stakeholders in structured outputs that were easy to scan, easy to understand, and clear on what to do next.