Getting Started with LoanOfficer.ai — Setup Tutorials
New to LoanOfficer.ai? Step-by-step tutorials to import contacts, connect email, configure AI, and launch your first automated follow-up. Set up your account.
Everything a new loan officer needs to go from signup to first automated follow-up. Import contacts, connect email and calendar, configure your AI assistant, and launch your first campaign.
Lessons in Getting Started
What Is LoanOfficer.ai? — A guided tour of LoanOfficer.ai — the AI assistant, mortgage CRM, Property Pulse, campaigns, and calling tools that work together to help loan officers convert more leads and close more loans.
LoanOfficer.ai Demo: The AI-Powered CRM for Mortgage Loan Officers — See the whole LoanOfficer.ai platform in about 6 minutes. LoanOfficer.ai is the AI-powered CRM for mortgage pros. It connects your entire borrower and partner journey in one flow — from the first lead, to closing, to the referral years later.
Setting Up Your AI Assistant (Step-by-Step) — Complete walkthrough of AI settings — tone, personality, when it reaches out, what channels it uses, and how to write great AI instructions.
Your First 24 Hours: Quick Start Setup Guide — Step-by-step quick start for day one: import contacts, set up the AI Assistant, connect email/calendar and your LOS, submit A2P, launch your first campaign, and configure Rate Watch.