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.
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The current platform walkthrough is 6 minutes and 17 seconds.
It covers the AI assistant, AI-built campaigns, Evergreen emails, Property Pulse, Rate Watch, partner engagement scores, the Power Dialer, quotes and Widget Studio, the mobile app, the Idea Board, and white-glove setup.
No. Property Pulse is an optional add-on starting at $49 per month.
No. You can start the $1 for 14-Day Trial, or book a live demo if you prefer a guided conversation.
The $197 monthly subscription includes 2 seats and the core CRM, AI follow-up and receptionist, power dialer, scheduling, and campaigns. Other add-ons are priced separately.
LoanOfficer.ai is the premier AI-powered CRM for mortgage pros. It connects your entire borrower and partner journey into one seamless flow from the first lead to closing to the referral years later. You get AI-built campaigns and an AI assistant that works with you right inside the app or just by text message from your phone. Here's what nobody tells you about this business. The hard part isn't closing loans. It's everything around them. The lead that came in while you were at a closing, the follow-up you meant to send Friday. the past client who refinanced with someone else because they forgot your name. You didn't lose that deal because you weren't good enough. You lost it because you're one person. So, let's give you a team. Meet your first hire, your AI assistant. Give it a name and its own phone number, and add the links. It's allowed to share your application, your calendar, your review page. It can't make anything else up. It answers new leads in seconds, day or night, but not so fast it feels like a robot. Turn on delayed reply anywhere from 15 seconds to 3 minutes and it reads like you saw the text and answered it. And the moment you start typing in a conversation, the assistant steps aside on its own, so it never talks over you. Set your availability day by day and it books appointments straight onto your calendar. When a lead goes quiet, it follows up on the schedule you choose. Then you train it, your rules, your company, your specialty products. Test it in sandbox mode exactly how a borrower would see it before it ever goes live. Six guardrails are always on and can't be turned off, including RESPA and Tila compliance, honoring optouts, and redacting social security numbers. And here's the part loan officers love. Turn on the production coach. It learns your goals, checks in with you by text, and keeps you accountable, like a coach in your pocket. Text it whenever you want. Who should I follow up with today? What's on my calendar? It's working with you, not just for you. Now, let's put it to work. Click new campaign. Pick who it's for and what starts it. A new Zillow lead, a borrower moving to preapproved, a loan that just funded. Tell the AI how often, how long, and what you want. Book the appointment, get the application, or answer questions. Hit generate, and in about a minute, the whole sequence is written for you. Turn on the AIuler, and when someone replies at 9 at night, your assistant picks it up and works toward your goal. steps can do more than send messages. Create a task for your team. Tag a contact or pause ratewatch when a loan funds and turn it back on after the payoff window. Build it once, it runs for every lead every time. Campaigns handle the moments. Evergreen handles the years in between. Most drip emails die because they're the same canned message forever. With Evergreen, the AI writes something fresh every single time. Things to do this weekend goes out every Thursday. Written for each borrower's own city. the jazz festival, the night market, the parade on Saturday. Not a pitch, just something useful from you. Or send a fresh market update every Monday, one version for borrowers, one for your realtors. When they're ready to buy, sell, or refinance, the name they remember is the one that showed up every week. That should be yours. Now, the part that pays for itself. Your best leads are already in your database. Property Pulse watches every past client's home. Each month, they get a branded report from you, showing what their home is worth and the equity they've built, and you see exactly who opened it. Behind the scenes, it's hunting. Rates dropped below what they're paying. A VA borrower who qualifies for a streamline. Enough equity to drop PMI or take cash out. Even a past client whose home just hit the market, which means they're about to buy the next one. Rate drops and VA streamlines can fire a campaign automatically. Everything else is one click. Text, email, or drop the whole list into a campaign. That past client who refinanced with someone else, now you're the one who calls first. Rate Watch works alongside it. It compares every borrower's loan to today's rates using the savings thresholds you set for each loan product. When the numbers make sense, you get the alert and your AI can start the rate conversation for you. No spreadsheets, no guessing who to call when rates move. Purchase business runs on relationships so your partners get the same treatment as your borrowers. Every realtor, builder, and title rep gets an engagement score built from real activity, meetings, calls, replies, and opens. You can see who's warm and who's gone cold. Tag every borrower to the partner who sent them and see who's actually producing. Then keep them close with weekly check-ins and market updates running on autopilot. When it's time to pick up a phone, pick a list and hit power dial. Dial up to three lines at once. If you hit voicemail, AI drops your recorded message and sends a text letting them know you called. When someone answers, their file is already open in front of you. Hours of dialing turn into minutes, and it's packed with tools that make you look like a much bigger shop. Build loan quotes and side-by-side comparisons in seconds from Widget Studio. Drop live rates on your website in your colors. Add a home value form that enrolls visitors into Property Pulse and add a review widget. Four and five stars go straight to your Google page. Anything lower comes to you privately first. Then schedule your social posts, feed, reels, and stories from the same place you run everything else. Your whole business goes in your pocket, too. The Lone Officer.AI mobile app has your chats, contacts, calendar, and dialer. Turn the AI on for a contact or drop them into a campaign from anywhere. Meet a realtor at an open house, snap their business card, and AI turns it into a partner record before you're back in the car. And you're not just buying software, you're helping shape it. On the idea board, you post the feature you wish you had and other loan officers vote. The most requested ideas get built and when they ship, you get the walkthrough video. While you're in back-to-back closings, your market update goes out. Property Pulse spots three refis and a new lead gets an answer in seconds. At 9 at night, a borrower texts back and your assistant books the call for tomorrow. You're at dinner and your business is still working. And you don't set any of this up alone. We bring your data in, connect your LOS and lead sources, train your assistant, and turn on the campaigns that fit you, usually in two to four calls, plus a live training call every weekday. You got into this business to help people get home. Let the AI handle the rest. Start your 14-day trial for $1 at LoanOfficer.ai and we'll set it up with you.