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.
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.
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.