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.
A guided walk-through of the Complete Setup Steps you'll finish in your first 24 hours in LoanOfficer.ai — AI Assistant setup, email and calendar connection, area code and phone number, bulk uploads and team invites, A2P messaging approval, LOS integration, publishing your first marketing campaign, pointing the AI at your loan application, Rate Watch, compliance, custom fields, and lender integrations.
The Complete Setup Steps tab in the bottom-left corner is your guided day-one path. It includes three onboarding videos covering AI Assistant setup, campaigns, and bulk actions, plus every checklist item you need to finish.
Work top to bottom: prepare your AI Assistant, connect email and calendar, choose your area code and phone number, add your email signature, bulk upload business partners and borrower leads, and invite team members.
Submit the A2P application. Carriers require this before bulk text messaging is enabled, so completing it on day one avoids delays when you want to text borrowers and partners.
Request your LOS integration — ARIVE, LendingPad, or another supported platform — then publish and create a marketing campaign so your evergreen and standard campaigns start running.
Point the AI Assistant at your online loan application link so it knows where to send borrowers and realtors. Configure Rate Watch so the AI has your current market pricing. Update compliance with the states you lend in.
Finish by customizing fields, connecting lender integrations, and tuning the platform to your specific workflow. These last few items make LoanOfficer.ai feel like yours.
Your first 24 hours in LoanOfficer.ai are about getting the legwork done so the platform starts producing for you fast. Everything you need lives inside Complete Setup Steps — the tab in the bottom-left corner of the app. Click into it and you'll see three onboarding videos plus every checklist item, from AI Assistant setup to campaigns to bulk actions.
This lesson walks that checklist in the order the video shows it.
The Complete Setup Steps tab is your guided path. It groups the entire onboarding into short, sequential tasks and pairs them with three walk-through videos covering the AI Assistant, campaigns, and bulk actions. If you finish this list, day one is done.
Start at the top and work down:
Each item opens its own mini-tutorial so you can build it out without leaving the checklist.
The A2P application is one of the most important boxes to check on day one. It's the carrier approval process that unlocks bulk text messaging to borrowers and partners. Without it, your bulk texts won't deliver — so submit it early and let the carrier review run in the background while you finish the rest of setup.
Request your LOS integration next. LoanOfficer.ai connects to platforms like ARIVE, LendingPad, and others so contact records, loan status, and milestone events flow automatically between systems. Request the integration from inside the setup steps and the team wires it up.
Once the plumbing is in place, publish and create a marketing campaign. Turn on the evergreens and any standard campaigns you want running so new leads land in follow-up immediately instead of waiting on a manual sequence.
Update the AI Assistant with where your loan application is hosted online. That's how the assistant knows exactly where to send borrowers and realtors when a conversation reaches the apply step.
Configure Rate Watch. This tool tells the AI where your rates are currently at based on current market pricing — critical for keeping quotes accurate when the AI interfaces with borrowers.
Update your compliance settings with the states you lend in so licensing shows up correctly across your outreach.
The last few steps are all about making LoanOfficer.ai feel like yours: customize fields, set up your lender integrations, and tune the platform for your specific workflow. Finish these and your day one is complete.
Click the Complete Setup Steps tab in the bottom-left corner. Three onboarding videos and the full day-one checklist live here.
Configure your AI Assistant so it's ready to represent you in borrower and realtor conversations.
Link your email inbox and calendar so outreach and appointments flow through LoanOfficer.ai.
Choose a phone number so voice and SMS work from a local, branded number.
Drop in your signature, then bulk upload business partners and borrower leads. Invite team members too.
Fill out A2P so carriers approve your bulk texting — without it, bulk SMS won't send.
Request ARIVE, LendingPad, or another supported LOS so contacts and milestones flow automatically.
Publish and create a marketing campaign — turn on evergreens and standard campaigns so leads land in follow-up.
Add your online loan application URL so the AI knows exactly where to send borrowers and realtors.
Tell the AI where your rates are currently at based on market pricing so quotes stay accurate.
Add the states you lend in, then customize fields and lender integrations to match your workflow.
It's the Complete Setup Steps tab in the bottom-left corner of the app. It includes three onboarding videos and every day-one task.
No, but the more you complete on day one the faster the platform starts producing. AI Assistant, email/calendar, A2P, and LOS are the highest-leverage items.
A2P is the carrier approval that unlocks bulk text messaging. Submit it early — without approval, bulk texts to borrowers and partners won't deliver.
ARIVE, LendingPad, and other supported platforms. Request the integration from inside setup and the team wires it up.
Rate Watch tells the AI Assistant your current market pricing so quoted rates stay accurate whenever the AI interfaces with borrowers or realtors.
Yes — field customization and lender integrations live in the final steps of the checklist and can be revisited any time.
[00:00] Okay, so the first 24 hours in the platform, you're going to get most of your legwork done in the Complete Setup Steps. If you click on this little tab here in the bottom left, it's going to take you through all the steps of setting up the account. [00:15] There's going to be three videos here you can watch. They're going to include all the get-started content on helping you get your AI Assistant set up, your campaigns set up, your bulk actions set up. But really you're going to want to go through each of these items — getting your AI Assistant ready, connecting your email and calendar, setting up your area code and phone number. Each of these steps is going to take you through a little tutorial that will show you exactly how to build out your items for your AI Assistant, etc. [00:40] So in that first 24 hours, it's helpful to come through here, set up all your items, get your email signature in place, bulk upload your business partners or borrower leads. You can invite members to your team. [00:55] The A2P application is very important too. This is what you're going to need to go through in order to get your text messaging — bulk text messaging — approved with the carriers, so you can do texting to borrowers and partners. [01:10] You're going to be able to go through and request your LOS integration. Whether it's ARIVE, LendingPad, or others, we connect to those platforms. You'll be able to come in and create, publish, and create a marketing campaign — this way you can get your campaigns going for your evergreens, for your standard campaigns. You can update your compliance with the states you lend in. [01:30] You're also going to update the AI Assistant — let them know where your loan application is hosted online. So when your AI Assistant interfaces with leads or with realtors, it'll know exactly where to send them for your loan application. You'll also be able to configure your Rate Watch. This is a very important tool because you're going to be able to tell the AI exactly where your rates are currently at based off of current market pricing. [01:50] And then you'll also have these last few spots where you can customize your fields, set up your lender integrations, and really just kind of customize the platform to work directly, specifically with you and your workflows. [02:00] So I hope this is helpful on the steps for getting started. Feel free to reach out if you have any questions.