LoanOfficer.ai
The AI Mortgage CRM Built for Loan Officers
LoanOfficer.ai is an AI-powered mortgage CRM that brings lead response, borrower and referral-partner management, marketing, and pipeline work into one system. It addresses slow lead follow-up by responding to inquiries automatically across SMS, email, and voice, and by booking appointments directly on a loan officer's calendar. The platform also monitors borrowers' properties and rates to surface refinance, HELOC, PMI-drop, and rate-drop opportunities, and it supports branded loan officer websites connected to the CRM.
Core capabilities include AI follow-up and reception, a smart power dialer with call recording and AI notes, mortgage pipeline management, AI quoting and rate monitoring, Property Pulse, drip and multi-channel marketing campaigns, lead scoring, an AI production coach, a borrower portal with a digital 1003 application, and social planning for Facebook, Instagram, and LinkedIn. Integrations cover LOS platforms such as Arive, LendingPad, Byte, and Encompass, plus Zapier, Google Calendar, Outlook, Twilio SMS, Meta Lead Ads, and Stripe. Compliance tools include RESPA tracking, marketing templates, and audit trails.
The product is aimed at loan officers, small teams, and brokerages. Plans are seat-based and tiered as Starter, Team, Brokerage, and Enterprise, with a short paid trial before paid plans begin. A one-time setup fee covers onboarding and integrations, and there is no contract. Branded websites and Property Pulse are available as add-ons.
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