How It Works

Once enabled for a team, Lendware Predict runs automatically each day at 8:00 AM in the team’s timezone.

• Each day, the system updates a configured number of the most relevant records per eligible user/team combination.

  • The daily limit is determined during setup and may vary.

• Enrichment updates the contact record with predictive scoring data.

• The process continues daily until all eligible records have been enriched.

 

---

Fields Added to Contact Records

When Lendware Predict is enabled, the following fields become available in the contact table and contact details page:

1. Likelihood to Purchase

Indicates the predicted likelihood that the contact will purchase.

2. Likelihood to Refinance

Indicates the predicted likelihood that the contact will refinance.

3. Score Summary (Contact Details Page)

A Lendware Predict card appears on the contact details page and includes:

• Purchase likelihood

• Refinance likelihood

• AI-generated explanation of contributing factors

• Last Scored Date

  

4. Last Scored Date

Displays the most recent date and time the record was scored.

---

Using These Fields

These fields can be used in:

• Filters

• Saved views

• Automation entry conditions

  ---

CSV Export Limitation

⚠️ Likelihood to Purchase, Likelihood to Refinance, and Last Scored Date will not be included in CSV exports — even if those columns are visible or selected in the table view.

Exports will still complete successfully, but these predictive fields will not be part of the exported file.

AI Disclaimer

Lendware Predict provides AI-generated insights based on available data models. While these scores and explanations are designed to assist with prioritization and outreach strategy, they are predictive in nature and may not reflect actual customer intent.

Users should apply professional judgment when making business decisions based on AI-generated content.

Need more help? Check out: AI Summarization