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.
Everything in this release starts in the same place. Open User Settings and choose AI Assistant. Instead of one long form, the screen is now broken into clearly labeled sections, each one covering a single job — who your assistant is, when it can book, how it follows up, how it coaches you, and what it knows about your business.
The Assistant section holds the basics that shape every conversation: your assistant's name, the phone number it uses, and the important links it is allowed to share with a borrower — your application link, your calendar, your review page. The link list matters more than it looks. An AI assistant that can only send URLs you have approved cannot invent a landing page, a rate sheet, or a competitor's calculator in the middle of a borrower conversation.
Scheduling is new in this release. You set your availability day by day rather than as one blanket window, so Tuesdays that are blocked with realtor meetings look different from an open Thursday. Two controls do the heavy lifting. A minimum notice window stops the assistant from booking a borrower into a slot fifteen minutes from now, and time-off blocks keep it from booking anything while you are out of the office.
The Follow-Up section is where you control sequences: how long the assistant waits after a conversation goes quiet, and what it sends next. Most lost leads are not lost to a competitor — they go quiet and never get touched again. This is the setting that decides whether that happens on your database.
Coach is where you configure the AI production coach. You give it your business, your focus, and your goals, and it coaches you on production against them. It is the one section that is not about talking to borrowers — it is about what you do next.
Training holds the context that makes the assistant sound like you: how you explain programs, the phrases you use, what you never say. Sandbox mode, on the right of the screen, lets you test every change exactly as a borrower would experience it. That pairing is the point of the new layout. You change a follow-up rule or add a training note, then run the conversation in the sandbox before a single real borrower sees it.
Compliance controls used to be scattered. In this release they are consolidated into a single guardrails screen with a clear split between what you control and what you cannot turn off. Six protections are always on: RESPA and TILA compliance, honoring opt-out requests, and redaction of Social Security numbers and email addresses among them. Below that, you control average rate references, the required rate disclosure, the trigger words that auto-escalate a conversation to you, and the topics the assistant is restricted from discussing.
The assistant is now embedded in the top menu of the platform with a lot more capability behind it. Ask it to summarize your pipeline, ask who you should follow up with today, have it draft a rate-drop email, pull this week's appointments, or type your own question. It reads live data straight from your platform, so the answers reflect your actual pipeline rather than a generic model response — and you get them without leaving the page you are working on.
In User Settings → AI Assistant. The screen is now split into Assistant, Scheduling, Follow-Up, Coach, and Training sections, with sandbox mode on the right.
Scheduling is a new section. You set availability day by day, add a minimum notice window so appointments cannot be booked too close to the current time, and block out days you are out of the office.
Six protections are always on and cannot be switched off, including RESPA and TILA compliance, honoring opt-out requests, and redacting Social Security numbers and email addresses.
Average rate references, the required rate disclosure, the trigger words that auto-escalate a conversation to a human, and the topics the assistant is restricted from discussing.
Use sandbox mode on the right of the AI assistant settings. It runs the conversation exactly as a borrower would experience it, so you can validate a training note or follow-up rule first.
It answers questions using live data from your platform — summarizing your pipeline, telling you who to follow up with today, drafting a rate-drop email, or showing this week's appointments, all without leaving the page.
No. It is available in the top menu, and it becomes more useful as you complete the Training and Coach sections, since those give it your voice and your goals.
The AI assistant in LoanOfficer.ai just got a major upgrade, starting with a completely rebuilt settings layout. Open User Settings, then AI Assistant. Everything is now broken into clear sections. Assistant is where your assistant lives — its name, its phone number, and the important links it is allowed to share. Scheduling is new: set your availability day by day, add a minimum notice window, and block out time off when you're out of the office. Follow-Up controls your sequences, how long to wait after a conversation goes cold, and what the AI sends next. Coach is where you configure your AI production coach. Give it your business, your focus, and your goals, and it coaches you on production. Training holds the context that makes the assistant sound like you, and sandbox mode on the right lets you test every change exactly as a borrower would see it. Guardrails now live in one place. Six protections are always on and cannot be switched off, including RESPA and TILA compliance, opt-out honoring, and SSN and email redaction. Below that, you control average rate references, the required rate disclosure, auto-escalation trigger words, and restricted topics. The assistant is also embedded right in the top menu, with a lot more capability behind it. Ask it anything: summarize my pipeline, who should I follow up with today, draft a rate-drop email, show this week's appointments, or type your own question. It pulls live data straight from your platform, so you get answers without leaving the page. That's the AI assistant update. Jump in and try it out.