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.
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.
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.
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.