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.
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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.
Mailer Center: Track Direct Mail to Closed Loans — This walkthrough shows how Mailer Center takes a direct-mail campaign from setup and print-ready validation through recipient response and closed-loan attribution.
Refer a Friend and Earn 20,000 AI Tokens — This walkthrough shows where to find your unique referral link, how to share it, and when the 20,000 AI-token reward is added.
Recording Notice and AI Auto-Reply Controls — This walkthrough covers two User Settings controls: a recording notice for qualifying calls and the option to disable automatic AI replies to newly contacted numbers.
Call Recording Controls: Choose What Your Team Records — This walkthrough shows how administrators can control call recording from Phone settings, disable audio recording, and choose which calls may retain a transcript without keeping the audio.
Group Texting: Keep the Mortgage Deal Team in One Thread — This quick walkthrough shows how to create a named Group SMS conversation, add borrowers, co-borrowers, real estate agents, and other contacts, and keep the whole deal team in one shared thread inside LoanOfficer.ai.
Social Planner: Schedule Social Posts in 90 Seconds — This focused Social Planner walkthrough shows how to open a new post, choose connected social channels, upload an image or video, add a caption, review the live preview, select a feed, Reel, or Story format, and publish immediately or schedule a date and time.
Marketing Suite: Campaigns, Evergreen, Property Pulse, Social Planner, and Reviews — This complete Marketing Suite training walks through campaign triggers and settings, stop-on-reply and re-entry rules, the AI scheduler and its sales objective, round-robin assignment, sending days and audience filters, extra campaign actions, campaign analytics, evergreen campaigns that write fresh content on a schedule, AI Assistant message recommendations, tracking links, email and SMS templates, Property Pulse reports and opportunity scanning, the Social Planner, and review request routing.
Power Dialer Workflow: Smart Lists, Messages, and Calling Sessions — This practical Power Dialer training shows how to respect channel-specific opt-outs, organize contacts into smart calling lists, prepare a targeted voicemail and SMS companion for each session, dial up to three lines, handle simultaneous answers, work from the live borrower record, and return to unfinished sessions without rebuilding the list.
Complete AI Assistant Setup Walkthrough for Loan Officers — This complete walkthrough shows how to configure the LoanOfficer.ai AI Assistant from User Settings. Set its name and phone number, control delayed replies, add important and trackable links, define booking availability and time off, build follow-up sequences, configure the optional production coach, teach the assistant about you and your products, test replies in Sandbox Mode, apply guardrails, and embed the assistant on your website.
Property Pulse Widget: Add a Home-Value Signup Form to Your Website — The Property Pulse Widget is a customizable enrollment form built in Widget Studio. Add it to your website so homeowners can enter their contact and property details, request a Property Pulse report, and receive the generated report without leaving your site. You control the layout, appearance, enrollment flow, and distribution settings. The widget can be embedded in your site's HTML, and customers whose sites are hosted by LoanOfficer.ai can ask the team to install it.
Review Widget and 5-Star Review Routing in Widget Studio — Widget Studio now includes a review widget. You build a rating page, widget, or link, send funded borrowers to it after closing, and set a positive star threshold. Ratings at or above that threshold are forwarded straight to your Google review page. Ratings below it go to an internal page you choose, where you can read the feedback and respond privately. Deploy it as an embed in your site's HTML, a QR code, or a plain link.
Delayed Reply and AI Handoff in Assistant Settings — Two new controls shipped in AI assistant settings. Delayed reply lets you hold the assistant's response for anywhere from 15 seconds to three minutes so a live conversation reads like a person answering, not a bot firing instantly. AI handoff switches the assistant off the moment you start typing in a thread, then brings it back after the reactivation window you choose — so when you take a conversation over, you and your assistant are never talking to the same borrower at the same time.
Voice-to-Text Dictation in Conversations — The Conversations section now supports voice-to-text dictation. Open an email or SMS thread, click the microphone button, and start talking — LoanOfficer.ai types what you say directly into the message body. It is built for the moments loan officers actually reply in: between calls, walking to the car, or sitting in a driveway after a listing appointment, when typing a full borrower update on a phone keyboard is what stops the follow-up from going out at all.
AI Assistant Upgrade: Settings, Guardrails & Ask Anything — The AI assistant inside LoanOfficer.ai received a major upgrade. Settings are rebuilt into clear sections — Assistant, Scheduling, Follow-Up, Coach, and Training — with sandbox mode alongside them so you can test every change as a borrower would see it. Guardrails now live in one place with six protections that are always on, and the assistant is embedded in the top menu so you can ask it about your pipeline, your follow-ups, and this week's appointments without leaving the page.
Connect SendGrid to LoanOfficer.ai — A two-minute walkthrough of the SendGrid email integration: where the SMTP settings live in User Settings, how to pull your SendGrid username from the SMTP Relay integration guide, how to generate the API key that acts as your password, and how to set SendGrid as your default outbound email so every message the CRM sends goes out through your own sending domain.
New: Team Tagging, Landline Filters & Attachments — Three workflow upgrades are live in LoanOfficer.ai. Tag a teammate inside the Notes section of any borrower or partner file and they are notified instantly, filter your contact list down to landline phone numbers, and download single or bulk attachments straight out of an email or SMS conversation.
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.
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.
LoanOfficer.ai Demo: The AI-Powered CRM for Mortgage Loan Officers — See the whole LoanOfficer.ai platform in about 6 minutes. LoanOfficer.ai is the AI-powered CRM for mortgage pros. It connects your entire borrower and partner journey in one flow — from the first lead, to closing, to the referral years later.
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.
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.
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.