Not sure where something lives, or what your numbers are? Just ask.
Ask in plain English
The AI assistant answers questions about your live loan data in plain language. Ask things like "which loans are delinquent?", "what's the payoff on the Smith note?", or "how do I run an escrow analysis?" — no menu hunting required.
It points you to features and articles
Beyond answering, the assistant points you to the right feature or help article so you can take the next step yourself. Think of it as a guide that knows both your book and the product.
Where it fits
Use it when you're learning the app, when you want a quick number without building a report, or when you can't remember which tab a tool is on.
Answers are grounded in your own organization's data and the NoteHarbor help content — it won't surface another tenant's loans.