LoanOfficer.ai Academy — Training for Modern Loan Officers

Free training videos, playbooks, and transcripts covering AI CRM setup, Property Pulse, evergreen campaigns, calling, and mobile app workflows.

Free video tutorials, playbooks, and step-by-step guides for loan officers using LoanOfficer.ai — AI assistant setup, CRM pipelines, campaigns, Property Pulse, and realtor partnerships.

Browse by category

• Getting Started — Set up your account, connect the essentials, and launch fast.
• AI for Loan Officers — Train your AI assistant to convert leads and set appointments.
• CRM & Pipelines — Contacts, borrowers, partners, Smart Lists, tasks, calendars.
• Automation — Workflows that follow up, nurture, and reactivate on autopilot.
• Marketing — Campaigns, email, SMS, and evergreen mortgage marketing.
• Lead Generation & Conversion — Speed to lead, appointment setting, and reactivation.
• Realtor Partners — Recruit, nurture, and grow referral partnerships.
• Property Pulse — Live property, equity, and rate monitoring for your database.
• Calling & Power Dialer — Dial faster, drop voicemails, and follow up on missed calls.
• Campaigns — Evergreen, rate-driven, and past-client campaign playbooks.
• Websites — Launch, customize, and optimize your loan officer website.
• Integrations — Connect ARIVE, LendingPad, Zapier, calendars, and lead sources.
• Mobile App — Work your pipeline from your phone.
• Compliance & Deliverability — A2P, TCPA-conscious messaging, SPF, DKIM, DMARC.
• Email & SMS — Write messages that get opened, read, and replied to.
• SEO for Loan Officers — Rank locally and attract organic mortgage traffic.
• Business Growth — Habits, planning, and playbooks for scaling production.
• Release Notes — New features and product updates.
• Case Studies — How real loan officers use LoanOfficer.ai to grow.

All lessons

• New: Lead Scoring & Engagement Insights — AI now scores every lead and every referral partner from real engagement data — meetings held, inbound calls, SMS replies, email opens and clicks, last activity, and relationship length. This lesson shows where the score lives, how to add it to your pipeline columns, and how to work your day from it.
• New AI Assistant Upgrade — AI Follow-Up — A walkthrough of the AI Follow-Up upgrade: how the assistant now runs multi-touch follow-up automatically, respects reply signals, and hands off to a human at the right moment.
• Automate Opportunities With Property Pulse — Turn Property Pulse into a hands-off opportunity engine — automatic equity, refi, and rate signals routed to the right campaigns and tasks.
• How to Scan Your Database for Opportunities — A hands-on training that walks through scanning your database to surface refi, equity, and reactivation opportunities you can act on today.
• How Loan Officers Use AI to Win More Realtor Deals — A deep look at how top loan officers use AI to grow realtor partnerships — automated agent outreach, co-marketing touches, and referral-first nurture.
• Campaign Upgrades That Turn Your Database Into Deals — A walkthrough of the latest campaign upgrades — smarter triggers, better copy tools, and reply-driven logic that pulls closed loans out of the database you already have.
• Customize Your CRM View & Pipeline — Reshape the CRM to match how you actually work — customize columns, filters, and pipeline stages so the view shows exactly what you need.
• AI Doesn't Just Send — It Decides — Most mortgage AI just fires off templates. LoanOfficer.ai's assistant decides who to reach, when to reach them, and what to say — based on live borrower signals.
• We Just Upgraded Calling — A quick look at the upgraded calling experience: faster dialing, better call quality, and cleaner logging that ties every call to the right contact.
• Upgrade: Co-Borrower Communication — Loop co-borrowers into every conversation without duplicate work. Texts, emails, and updates reach both applicants — logged against the same file.
• AI Template Creation Is Now Available — Generate mortgage-ready email and SMS templates with AI. Describe what you need in plain English and get a first draft you can polish and send.
• How Loan Officers Are Using AI to Stay Top of Mind — A practical look at how loan officers use LoanOfficer.ai to stay top of mind with every past client and lead in their database — without lifting a finger every week.
• Marketing Hub Updates: Analytics, Tracking & AI Templates — A tour of the new Marketing Hub — campaign analytics, deeper tracking, and an AI template library that gives you a running start on every message.
• New Calendar & Booking Features — A walkthrough of the new calendar and booking features: smarter availability, cleaner booking pages, and automated reminders that reduce no-shows.
• New Help Center Idea Board — Vote on Features — Meet the new Idea Board inside the LoanOfficer.ai Help Center — submit feature ideas, upvote what matters, and follow along as they ship.
• Boost Website Engagement with the Live Rate Widget — Drop the Live Rate Widget onto any loan officer website to display real-time mortgage rates and capture more leads from visitors who came looking for rate information.
• How to View Active Leads in Your Campaigns — A short walkthrough of the campaign detail view: see every active lead, understand where each one is in the sequence, and take the next step without leaving the page.
• How to Create Recurring Tasks & Events — Set up recurring tasks and calendar events so weekly check-ins, monthly touches, and annual reviews happen without you having to remember them.
• More Ways to Connect with Your Borrowers — A quick tour of the channels and touchpoints inside LoanOfficer.ai that keep borrowers engaged from application through close — and beyond.
• What Is LoanOfficer.ai? — A guided tour of LoanOfficer.ai — the AI assistant, mortgage CRM, Property Pulse, campaigns, and calling tools that work together to help loan officers convert more leads and close more loans.
• How to Set Up Your AI Assistant — Configure the LoanOfficer.ai AI assistant end-to-end: greeting, personality, instructions, appointment rules, and when to hand off to a human.
• Evergreen Campaigns for Loan Officers — Walk through the LoanOfficer.ai evergreen campaign builder — including AI-personalized-per-contact sends, global AI templates like weekly homeownership tips and 'things to do this weekend,' and how manual rate updates, email, and SMS fit together for borrowers and partners.
• How Property Pulse Finds Opportunities in Your Database — Property Pulse continuously scans your existing database and surfaces the lowest-hanging opportunities — rate drops, VA IRRRL candidates, PMI removals, cash-outs, and borrowers whose home is listed for sale. Learn which opportunities auto-trigger a campaign, which need manual outreach today, and how to convert a home-listed contact into a pre-approval appointment.
• How to Use the Power Dialer — Work more conversations in less time. This lesson covers power dialer setup, voicemail drops, disposition-driven follow-up, and how to end the day with a clean call log.
• How to Build a Realtor Partner Pipeline — A step-by-step system for recruiting realtors, running a partner pipeline, and communicating in a way that keeps agents sending you referrals.
• How to Connect ARIVE — Sync ARIVE with LoanOfficer.ai so contacts, loan status, and milestones flow both directions — with no manual data entry.
• How to Automate Past-Client Follow-Up — Turn your closed-loan database into a repeat-and-referral engine with automated anniversary touches, rate alerts, equity checks, and referral asks.
• How to Write Better AI Instructions — Great AI conversations start with great instructions. This lesson breaks down structure, tone, guardrails, and the small edits that lift reply rates.
• Mortgage CRM Best Practices for Loan Officers — The habits and structures that separate loan officers who run their CRM from loan officers whose CRM runs them.
• LoanOfficer.ai Demo — The All-in-One Mortgage Growth Platform — A complete walkthrough of the LoanOfficer.ai platform — AI assistant, mortgage CRM, Property Pulse, campaigns, websites, and the power dialer working together in one system.
• Getting Started with LoanOfficer.ai — AI Settings — Walk through the core AI settings that shape how your assistant answers leads, sets appointments, and hands off to you.
• Setting Up Your AI Assistant (Step-by-Step) — Complete walkthrough of AI settings — tone, personality, when it reaches out, what channels it uses, and how to write great AI instructions.
• Getting Started — Campaigns, Marketing & Integrations — Configure campaigns, marketing basics, and the integrations that keep leads and status flowing between your tools.
• Getting Started — Bulk Upload & Bulk Actions — Import contacts in bulk and run mass actions like tagging, campaign enrollment, and status updates without touching each record.
• How to Create Evergreen Campaign Videos — A hands-on walkthrough of building evergreen campaign videos: record once, load them into your campaigns, and let the AI keep your database warm month after month.
• Connecting Your LOS (Encompass, LendingPad, Calyx, ARIVE) — See how to connect each supported LOS — ARIVE, Encompass, LendingPad, and Calyx — what data syncs, and how milestones flow into the CRM to trigger automations.
• Your First 24 Hours: Quick Start Setup Guide — Step-by-step quick start for day one: import contacts, set up the AI Assistant, connect email/calendar and your LOS, submit A2P, launch your first campaign, and configure Rate Watch.
• LoanOfficer.ai Mobile App Walkthrough — A full walkthrough of the LoanOfficer.ai mobile app — chats with borrowers and partners, contact details, marketing controls, tasks, evergreen campaigns, Property Pulse, the dialer, and the calendar so you can run your pipeline on the go.
• Business Card Scanner in the Mobile App — A short walkthrough of the new AI business card scanner in the LoanOfficer.ai mobile app: open the camera icon on Contacts, photograph a business card, and the AI extracts the name, phone, email, company, and title to create or update the contact.
• Power Dialer Walkthrough — A full walkthrough of the LoanOfficer.ai Power Dialer (beta): select borrowers or leads, launch Power Dial from bulk actions, configure your voicemail greeting, abandon message, and SMS companion, dial up to three lines at once, work the borrower record while connected, and review dispositions in Power Dial History.
• Get Listed in the LO Directory — One toggle inside your user settings publishes your loan officer profile to the Mortgage Central LO Directory. Your listing shows up in the directory, on the state housing market reports where you're licensed, and gives borrowers a way to start a conversation with your AI assistant — which turns straight into a lead.