SalesPitch Copilot – Microsoft Marketplace Description
SalesPitch Copilot is a comprehensive Azure-native Generative AI platform designed to streamline and enhance the sales processes of FSIs like
• Mortgage Business • Housing finance • Secured lending institutions
It consolidates scattered knowledge especially —product programs, eligibility rules, rate cards, collateral classifications, and compliance policies—into a single conversational AI assistant accessible via web, mobile or other interfaces.
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1. Purpose & Vision
The lending process in a FSI  is often slowed down by the manual search for product details, inconsistent interpretations of policy documents, and limited access to real-time calculators.
SalesPitch Copilot addresses these challenges by enabling natural-language queries about any aspect of loan products, helping sales users instantly generate compliant pitches, EMI calculations, balance transfer savings, and eligibility breakdowns.
Whether you’re onboarding new Sales officers, cross-selling to existing customers, or managing queries in vernacular languages—SalesPitch Copilot ensures speed, consistency, and transparency.

2. Target Audience
• Housing finance companies (HFCs) • Non-Banking Financial Companies (NBFCs) • Retail lending departments in banks • Mortgage and LAP (Loan Against Property) sales teams • Digital lenders and fintech aggregators • Channel partners and third-party DSAs (Direct Selling Agents)