Overview

HomeStory Rewards connects homeowners with banks through a network of human mortgage agents, which help them close faster. As the business scaled, operational teams needed consistent, timely visibility into how agents were working leads through the pipeline (enrolment rates, lead handling efficiency, conversion) so they could intervene early and keep performance on track.

The data existed; the problem was getting it to the right people, in a useful format, before it was too late to act.

HomeStory adopted WisdomAI to help centralize analytics and operationalize insights through Proactive AI Agents that delivered the right analysis to the right person automatically, at the right time.

The Challenge

Insights weren't reaching the point of work: Mortgage agents operated day-to-day in email and Slack. Operational KPIs lived in dashboards and ad-hoc pulls. The two rarely connected, which meant visibility was inconsistent precisely when it mattered most - at the moment a decision needed to be made.

Manual follow-ups created lag: Recurring questions required repeated pulls and coordination across the team. The loop between "what's happening" and "what to do next" was slower than it needed to be, and the delay had real operational consequences.

Outputs weren't packaged for action: Early reporting outputs contained the right information but required additional interpretation before recipients could act. Formatting and clarity issues reduced usefulness for frontline teams who needed to move quickly.

The Solution

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

Data Domains: clean, contextualized data for analysis
The team standardized key pipeline metrics (enrolment, lead handling efficiency, conversion) so answers were consistent across the organization. This eliminated repeated manual pulls and reconciliation, and gave the data a shared foundation that everyone could trust.

Proactive AI Agents: insights delivered automatically
With data domains in place, HomeStory built Proactive Agents that ran on a schedule and pushed updates directly to stakeholders in structured outputs. Insights arrived in the tools agents already used, formatted to be immediately scannable and clear on what to do next. Analysis that previously required an analyst to pull and package now ran without any manual intervention.

The team was onboarded, domains configured, and agents live in approximately two weeks.

The Results

95% of legacy BI dashboards were retired after implementation. With Proactive Agents handling recurring analysis automatically, analysts saved 30 or more minutes per request, and got hours back every week that were redirected to higher-value work.

"With Proactive Agents, analysis that used to take an analyst 30 plus minutes now runs automatically. It saves us hours every week and gives us instant visibility into insights and trends we used to discover weeks too late."

Want to learn how WisdomAI can give your team more time to work on what matters most?

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