Agents for Agents: Mission Builds Agentic AI Sales Assistant for Plum Lending's Commercial Real Estate Platform

Plum Lending, a data science company serving the commercial real estate lending industry, partnered with Mission to develop an innovative agentic AI sales assistant for real estate sales agents. The solution leverages generative AI to provide real-time recommendations during client calls, enabling sales agents to navigate complex conversations with sophisticated borrowers. Built on AWS infrastructure using Amazon Connect and Amazon Bedrock, the solution analyzes låive conversations and delivers timely, contextual guidance that maintains brand consistency while improving conversion rates and productivity.

Plum Lending began as a data science company focused on bringing transparency and efficiency to commercial real estate through technology and proprietary data. Over ten years, the company has evolved from capturing property ownership and financing data to building B2B SaaS products powered by machine learning and generative AI for the lending industry.

The commercial real estate lending space involves high-value transactions ranging from one million to over one billion dollars. Sales agents must demonstrate deep expertise when engaging sophisticated clients who expect knowledgeable, immediate responses about complex financing scenarios.

AWS introduced Plum Lending to Mission based on its reputation as a premier AWS partner and a leader in AI development on the platform. From the initial call with Mission's AI leadership team, Ajay Mangalam, President & Chief Data Scientist at Plum Lending, felt confident they had found the right partner. The Plum Lending team appreciated Mission's structured approach, moving methodically from POC through design sessions to implementation. Mission assembled resources with deep technical expertise in backend architecture, generative AI and agentic AI, demonstrating genuine excitement about building something innovative for the industry. That enthusiasm matched Plum Lending's own vision, creating a collaborative environment where both teams shared a commitment to the project's success.

Plum Lending selected AWS as their cloud platform a decade ago, recognizing the company's commitment to continuous innovation and staying current with emerging technologies. The partnership has proven valuable as AWS consistently delivers solutions that meet evolving requirements. For this project specifically, AWS services provided the performance and features needed to achieve real-time recommendations during live sales calls.

Mission built a sophisticated agentic AI solution: a real-time sales assistant that listens to live conversations between agents and borrowers, analyzing dialogue to surface relevant recommendations instantly. The architecture centers on Amazon Connect, which transcribes calls in real time and feeds that data into the next layer of processing. Amazon Bedrock powers the generative AI engine that interprets conversation context, searches through the client's proprietary knowledge base, and generates appropriate suggestions.

The system goes beyond simple information retrieval. It understands each client's brand voice and communication style, tailoring recommendations to match how that organization wants to present itself. When a borrower discusses specific property types or financing needs, the AI agent surfaces relevant product information, navigational guidance for steering the conversation, and persuasive talking points that maintain brand consistency.

Mission designed the solution as a customizable B2B SaaS product, allowing each client to onboard their own knowledge bases, product catalogs, and brand guidelines. The platform creates a feedback loop where data from each conversation gets captured automatically, enriching future recommendations. Sales agents no longer need to interrupt calls to consult with senior staff or promise to follow up later with details. They receive the intelligence they need precisely when the conversation demands it.

The technical implementation required careful attention to latency. Recommendations arrive quickly enough to remain relevant as conversations flow naturally. Mission's team worked through multiple design and requirement gathering sessions, building and refining a POC before moving into full implementation. Their mature development process gave Plum Lending confidence throughout the greenfield project.

Plum Lending successfully reached their initial goal of delivering a beta version ready for client presentations. Internal testing has generated enthusiastic responses, with company-wide demonstrations earning consistently positive feedback. The platform now stands ready for external customers, with several existing Plum Lending clients expressing strong interest in planning adoption.

The anticipated impact spans three dimensions. First, conversion rates will improve significantly as sales agents engage borrowers with the sophistication high-value clients expect. Better conversations lead directly to more closed deals and increased revenue for lending companies. Second, productivity gains should reach 50-70%. Sales agents will not need to spend nearly as much time preparing for conversations with clients. The AI assistant eliminates most of that preparation time by delivering superior insights during the actual discussions.

Third, the solution addresses a longstanding data capture challenge. Sales teams want to speak with clients while listening attentively, not fretting over entering the right data into systems during the call. The AI assistant captures conversation data automatically. This initiates a flywheel effect: each captured interaction enriches the knowledge base, making subsequent recommendations more informed and contextual. The next time a sales agent connects with that borrower, the system already understands their history, preferences, and needs.

Mission's collaborative approach proved instrumental. Their team shared Plum Lending's excitement about building something truly innovative for the industry. That genuine enthusiasm translated into commitment beyond typical project engagement. The structured methodology, from POC through iterative design sessions to implementation, demonstrated maturity and expertise. Mission assembled the right technical talent, particularly around backend architecture and AI capabilities, giving Plum Lending assurance that they would reach their objectives. Production launch is planned for the near future, positioning this AI-powered assistant as a key initiative for the company's growth.