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