A quick tour of the channels and touchpoints inside LoanOfficer.ai that keep borrowers engaged from application through close — and beyond.
This update adds more flexibility to the Calendly-style booking tool inside OneOffice AI. When more than one meeting type is enabled in calendar settings, borrowers can choose the kind of meeting they want, such as Zoom, phone, or in-person where available.
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This lesson covers a quick but useful update to the calendar booking experience inside OneOffice AI. The platform recently released a Calendly-style booking tool, and the update described here expands how borrowers can choose to connect with you when they schedule a meeting. Instead of forcing every borrower into one meeting format, the booking flow can now present multiple meeting type options when your calendar is configured to support them.
The main point is simple: if you select more than one meeting type in your calendar settings, or within a customized meeting setup, the borrower can choose the type of meeting they would like to have. The transcript specifically references options such as in-person, Zoom, Zoom call, and phone meeting. That means the booking experience can better match the way different borrowers prefer to communicate.
For mortgage professionals, this is a small settings update with practical value. Some borrowers want the convenience of a video call. Others prefer a phone meeting. In certain situations, an in-person meeting may be appropriate. This feature gives borrowers more control at the moment they book, while helping loan officers avoid extra back-and-forth about how the meeting should happen.
Borrower communication works best when it feels easy. A borrower who is ready to schedule a call should not have to send an extra email asking, “Can this be a phone call instead?” or “Do you offer Zoom?” The more friction there is between interest and a scheduled conversation, the more likely it is that momentum drops.
This update matters because it gives borrowers a clearer booking path. When your calendar offers more than one meeting type, the borrower can select the option that fits their needs at the time of booking. That helps reduce confusion and can make the scheduling process feel more personal.
In mortgage, the early conversation is often about trust, timing, and clarity. A borrower may be comparing lenders, trying to understand their loan options, or looking for quick guidance before making a decision. If your booking experience lets them choose the meeting format they are most comfortable with, you remove one more barrier to getting that conversation started.
It also matters operationally. When the meeting type is selected during scheduling, both parties have a better expectation of what will happen. If the borrower chooses a Zoom call, the conversation is set up around that expectation. If they choose a phone meeting, the interaction is different. When expectations are clear, meetings are less likely to begin with confusion.
The update is tied to calendar settings in OneOffice AI. The transcript explains that the team released a Calendly-style booking tool, and now, when more than one meeting type is selected, the borrower sees a choice during the booking process.
This appears to apply in two related places: the calendar settings and customized meeting setup. If you configure a meeting with more than one available format, the booking flow can display those formats to the borrower. The borrower then selects the type of meeting they would like to have.
The lesson mentions selecting meeting types such as in-person or Zoom, and then describes the borrower being able to select whether they want a Zoom call or a phone meeting. The important concept is not the exact number of formats, but the flexibility: more than one enabled meeting type means more than one borrower-facing choice.
The update has already been pushed to production, which means it is live and available. The instructor’s recommendation is to go into your calendar and make any needed adjustments so the feature upgrade is reflected in your booking experience.
1. Open your calendar settings in OneOffice AI. Start by going to the area where your booking calendar and meeting preferences are managed.
2. Review your existing meeting types. Look at the meeting formats you currently make available to borrowers. If you only have one meeting type selected, borrowers may not see multiple choices.
3. Decide which meeting formats you want to offer. Based on the transcript, examples include Zoom, phone, and in-person options where appropriate. Choose the formats that match how you actually want to meet.
4. Select more than one meeting type if you want borrowers to choose. The update is triggered by having more than one meeting type selected in the calendar or customized meeting setup.
5. Check any customized meeting settings. If you use customized meeting types, review those as well. The same idea applies: multiple selected formats can create a borrower-facing choice.
6. Save or apply your calendar changes. Make sure your adjustments are active so the booking flow reflects the updated options.
7. Preview the borrower booking experience if possible. Confirm that a borrower can see the meeting type choices during scheduling.
8. Keep your calendar aligned with your availability. Only offer meeting formats you can reliably support. If you do not want in-person meetings on a certain calendar, do not include that option there.
Be intentional with the meeting types you offer. The purpose of this update is not to create a crowded booking experience; it is to give borrowers meaningful choices. If you regularly conduct Zoom and phone meetings, those may be useful options. If in-person meetings are only available in limited circumstances, consider whether they belong on a general booking calendar.
Use meeting type choices to match borrower expectations. A borrower who chooses a phone meeting expects a phone-based conversation. A borrower who chooses Zoom expects a video meeting. Make sure your follow-up and preparation align with the selected format.
Review your settings after platform updates. The instructor specifically asks users to “go ahead and make any adjustments to your calendar to accommodate for this feature upgrade.” That is a good habit. When a new production feature changes the booking flow, calendar settings should be checked so you are not relying on outdated assumptions.
Think about borrower convenience. The benefit of a Calendly-style booking tool is that it gives borrowers a simple way to schedule time without back-and-forth. This update adds another layer of convenience by letting them choose how they want to meet.
One common mistake is leaving calendar settings unchanged after a new feature goes live. If your calendar only has one meeting type selected, you may not be taking advantage of the new borrower choice experience.
Another mistake is enabling meeting types you do not actually want to support. For example, if you do not regularly take in-person appointments, offering that option could create confusion or extra rescheduling work. The same is true for Zoom or phone meetings if your process is not set up for them.
A third mistake is assuming borrowers will know what to do without a clear booking flow. This update helps because the borrower can select the meeting type directly when booking. But you still need to make sure the available choices are accurate and reflect your real workflow.
Finally, do not forget customized meetings. The transcript mentions both calendar settings and customized meeting options. If you use custom meeting types, they should be reviewed along with your general calendar setup.
Imagine you are a loan officer who usually connects with new borrowers by phone or Zoom. Before this update, your booking link may have been tied to one primary meeting format, or you may have had to clarify the format manually after a borrower scheduled. That could create extra messages and slow down the process.
With the updated booking tool, you review your calendar settings and select both phone meeting and Zoom call as available formats. When a borrower opens your booking page, they choose a time and then select the meeting type they prefer. If they want a video conversation, they choose Zoom. If they would rather keep it simple, they choose phone.
Now the meeting is booked with clearer expectations. The borrower feels like the process accommodated their preference, and you know how to prepare for the conversation. If you also offer in-person meetings in certain cases, you can configure that option where it makes sense, rather than forcing it into every scheduling scenario.
This workflow is especially helpful when borrowers are at different comfort levels with technology. Some are comfortable with video meetings. Others would rather talk by phone. Letting them choose can improve the scheduling experience without requiring a complicated process.
The update described in this lesson gives borrowers more ways to connect when booking through the OneOffice AI calendar tool. By selecting more than one meeting type in calendar settings or customized meeting setup, you can allow borrowers to choose the format they prefer, such as Zoom, phone, or in-person where configured.
The feature is live in production, so the next step is to review your calendar settings and make adjustments. Keep your options practical, align them with how you actually meet borrowers, and use the update to reduce scheduling friction.
Go to the calendar settings area in OneOffice AI where your booking tool and meeting preferences are configured.
Check which meeting types are currently enabled. The new borrower choice experience depends on having more than one meeting type selected.
Decide which meeting formats you want to offer, such as Zoom, phone, or in-person options mentioned in the lesson.
Select more than one meeting type in the calendar or customized meeting setup so borrowers can choose their preferred format.
If you use customized meeting types, review those settings too and make sure the meeting options match your intended booking experience.
Apply your calendar updates so the live booking flow reflects the new meeting type options.
Open the booking experience as a borrower would and confirm that the meeting type choices appear clearly.
Revisit the settings when your availability or preferred meeting formats change so borrowers only see accurate options.
The Calendly-style booking tool in OneOffice AI now lets borrowers choose a meeting type when more than one meeting type is selected in calendar settings or a customized meeting.
Yes. The transcript states that the update is live and has been pushed to production.
The lesson mentions in-person, Zoom, Zoom call, and phone meeting options.
Review your calendar settings and select more than one meeting type where you want borrowers to have a choice.
Yes. The transcript specifically mentions calendar settings and customized meeting setup.
It lets borrowers schedule the format they prefer, which can make the booking process easier and reduce extra communication before the meeting.
No. You should only enable meeting formats that you actually want and are able to support.
[00:00] All right, and one more thing I wanted to go over, a quick update that we did that was requested, is with regards to our calendar settings. [00:08] Now, we just released the Calendly style booking tool, right, within OneOffice AI. [00:15] And now, as you can see, if you select more than one of the meeting types on the calendar or customized meeting, you select in-person or Zoom. [00:25] Now, when the user books their call, they can come in and they can select what type of meeting they would like to have, whether it's a Zoom call or a phone meeting. [00:35] So, that is now live, pushed to production. [00:39] So, please go ahead and make any adjustments to your calendar to accommodate for this feature upgrade. Thanks so much.