Mortgage CRM Tutorials — Pipelines, Smart Lists & Tasks

Master the LoanOfficer.ai CRM: contacts, borrower pipelines, Smart Lists, tasks, and calendars built for mortgage professionals.

Get the most out of the mortgage-first CRM: organize borrowers and partners, build Smart Lists, work tasks the right way, and keep your pipeline moving without dropping deals.

Lessons in CRM & Pipelines

• 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.
• 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.
• 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.
• 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.
• 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.

More Academy categories

• Getting Started
• AI for Loan Officers
• Automation
• Marketing
• Lead Generation & Conversion
• Realtor Partners
• Property Pulse
• Calling & Power Dialer
• Campaigns
• Websites
• Integrations
• Mobile App
• Compliance & Deliverability
• Email & SMS
• SEO for Loan Officers
• Business Growth
• Release Notes
• Case Studies