Generate mortgage-ready email and SMS templates with AI. Describe what you need in plain English and get a first draft you can polish and send.
LoanOfficer.ai now includes AI template creation for marketing templates. You can describe the email or SMS you want in plain English, choose the audience, preview the result, and use the AI-generated draft as a starting point for polished mortgage marketing.
Open Templates, click Create with AI, describe the audience and goal, and pick a channel. Edit the draft and save.
AI-generated templates plug straight into campaigns, one-off sends, and the AI assistant's instruction set.
AI template creation is now available inside LoanOfficer.ai marketing templates. This feature helps loan officers create email and SMS templates faster by turning plain-English instructions into a first draft you can review, polish, and send.
Instead of starting from a blank page, you can open the AI Creator, describe the message you need, choose the intended audience, and generate a preview. The AI can create an email template, including HTML email content, or help you draft SMS messaging for a campaign.
This is especially useful when you need to move quickly. Whether you are announcing a tool, inviting agents to take action, promoting a borrower resource, or drafting a partner update, AI template creation gives you a starting point that is already shaped around your request.
The goal is not to remove your voice from your marketing. The goal is to give you a usable first draft so you can spend less time formatting and more time personalizing the message for your audience.
Loan officers are often responsible for a wide range of communication. You may need to follow up with referral partners, educate borrowers, announce new tools, promote market updates, or stay top of mind with agents. Each message takes time to write, format, and refine.
AI template creation helps reduce that workload.
Instead of manually writing every email or SMS from scratch, you can provide a simple description of what you want. For example, you might ask for an email announcing the Rate Watch tool to your real estate agent partners. The AI then creates an initial version of the message that you can preview and adjust.
This matters because speed and consistency are both important in mortgage marketing. A good template helps you:
The feature is also helpful for loan officers who know what they want to say but do not want to spend time structuring the copy. You can explain the goal in everyday language, then let the AI produce a draft you can make your own.
AI template creation is available in the templates area. From there, you can open the AI Creator and enter a description of the template you want to build.
Your prompt can be simple or detailed. A simple prompt might describe the topic, such as a Market Watch email or an announcement for the Rate Watch tool. A more detailed prompt might include the audience, tone, purpose, and key points you want covered.
The AI uses your instructions to generate an initial template. For email, it can create the full written content and HTML email structure. For SMS, it can help create a shorter message designed for text communication.
After entering your request, you can preview the generated content. The preview gives you a chance to review the draft before using it. From there, you can refine the wording, make sure the message matches your brand, and adjust the details for the specific audience.
In the transcript example, the user creates a Market Watch-style email intended to announce the Rate Watch tool to agent partners. The audience is set as Target Partners, then Preview is selected. LoanOfficer.ai generates an initial email notification that can be used as the starting point for the campaign.
The most important thing to understand is that the AI is creating a draft, not a final compliance-approved message. You should always review the output carefully before sending it.
1. Open the templates area in LoanOfficer.ai.
Navigate to the section where your marketing templates are managed. The AI template creation tool is available from the templates workflow.
2. Select AI Creator.
Choose the AI Creator option to begin building a new template with AI assistance. This is where you describe the template you want to generate.
3. Describe the template in plain English.
Enter what you want the template to be about. For example, you might ask for a Market Watch email or an announcement introducing the Rate Watch tool to real estate agents.
4. Add the intended audience.
Specify who the message is for when applicable. In the example, the template is aimed at Target Partners, which helps the AI shape the message for partner-facing communication.
5. Include any important context.
If you want the message to mention a specific tool, benefit, call to action, or tone, include that in your prompt. The more useful detail you provide, the closer the draft will be to what you need.
6. Click Preview.
Use Preview to generate and review the AI-created template. For email, the system can create the initial email notification and HTML content.
7. Review and polish the draft.
Read through the content before using it. Adjust the wording, confirm accuracy, and make sure it sounds like you and fits the audience.
8. Use the template in your marketing workflow.
Once the template is reviewed and refined, it can serve as a reusable email or SMS template for your campaign or outreach.
Start with a clear goal. AI works best when it understands what the message is supposed to accomplish. Instead of writing only “Market Watch Email,” consider adding the purpose, such as “announce the Rate Watch tool to my real estate agent partners and invite them to share it with buyers.”
Define the audience. A message for agents should sound different from a message for borrowers. If the template is for referral partners, say that. If it is for clients, say that. The audience helps guide tone, word choice, and call to action.
Be specific about the offer or tool. If you are announcing Rate Watch, include what you want the reader to understand. For example, you may want the message to explain that the tool helps people monitor rates or stay informed. Only include claims you are comfortable verifying and using in your marketing.
Ask for the format you need. Since the AI Creator can generate email templates and SMS templates, be clear about which format you want. Email can support more explanation. SMS should be concise and direct.
Review the output for compliance and accuracy. AI can help you draft, but it should not replace your judgment. Make sure the final message is accurate, appropriate, and aligned with your company’s marketing and compliance standards.
Use AI for the first draft, then personalize. The best results usually come from combining AI speed with your own expertise. Add your local market knowledge, partner-specific language, or personal tone before sending.
One common mistake is giving the AI too little context. A short prompt can still generate a usable result, but it may be generic. If the draft feels too broad, revise the prompt with more detail about the audience, topic, and desired outcome.
Another mistake is treating the AI draft as finished copy. The feature is designed to create an initial flyer, email notification, or SMS draft. You should still review and edit before using it.
Some users may also forget to specify the audience. A message to Target Partners should be written differently than a message to borrowers. If the audience matters, include it before previewing the template.
It is also easy to overlook tone. If you want the email to sound professional, friendly, educational, urgent, or casual, include that direction in your prompt. AI can adjust better when you provide those instructions up front.
Finally, avoid asking for too many unrelated goals in one template. A single email should usually have one clear purpose. If you are announcing Rate Watch, focus on that announcement and the next step you want the reader to take.
Imagine you want to announce the Rate Watch tool to your real estate agent partners. You do not want to write the email manually, and you want something professional enough to use as a starting point.
You open the templates area and select AI Creator. In the prompt, you describe the email you want. You might enter something like: “Create a Market Watch email announcing the Rate Watch tool to my agent partners. Explain that it can help keep buyers informed and encourage agents to reach out if they want to learn more.”
Next, you set the audience as Target Partners. This helps position the message for referral partners rather than consumers. Then you select Preview.
LoanOfficer.ai generates an initial email notification. The draft may include a subject-style introduction, body copy, and HTML email formatting. You review the message and make changes where needed. You might add your personal greeting, adjust the call to action, or simplify a sentence so it sounds more like your normal communication style.
Once the email feels right, you can use it as part of your marketing workflow. The same general approach can be used for SMS templates. For text messages, you would keep the prompt focused on a shorter, direct message with a clear reason for reaching out.
This workflow helps you move from idea to draft quickly. You still control the final message, but you no longer have to start from a blank screen.
AI template creation in LoanOfficer.ai helps loan officers generate email and SMS marketing templates from plain-English instructions. Inside the templates area, you can open AI Creator, describe what you need, choose the audience, and preview an initial draft.
The feature is especially useful for partner announcements, market updates, tool promotions, and other repeatable mortgage marketing messages. It can create full email content, including HTML email structure, and can also help draft SMS templates.
Use the AI-generated output as a starting point. Add detail to your prompt, preview the result, review carefully, and polish the message before using it. With the right workflow, ai template creation can save time while helping you communicate more consistently with partners and clients.
Go to the templates area in LoanOfficer.ai where marketing templates are managed. This is where the AI template creation tool is available.
Select AI Creator to start generating a new email or SMS template from a plain-English prompt.
Enter what you want the template to cover, such as a Market Watch email or an announcement for the Rate Watch tool.
Choose or identify the intended audience when available, such as Target Partners, so the draft is written for the right reader.
Include the purpose, tone, key points, and call to action you want the template to include. More detail usually produces a more relevant draft.
Click Preview to generate the AI-created email or SMS draft. For email, the tool can create the initial HTML email content.
Read through the generated draft, polish the wording, and confirm the message is accurate before using it in your marketing.
AI template creation is a marketing feature that helps you generate email and SMS templates from plain-English instructions. It creates a first draft you can preview, edit, and use in your workflow.
Yes. The transcript states that you can create email templates as well as SMS templates through the AI creation tool.
Yes, it can write out the email content and create an initial HTML email draft based on your instructions. You should still review and polish the final version.
Describe the message you want in plain English. Include the topic, audience, purpose, tone, and any key points you want the template to cover.
Yes. In the example, the template is created for Target Partners to announce the Rate Watch tool to agents.
Preview generates the initial AI-created template so you can review what the email or SMS will look like before using or editing it.
You can get as detailed as you want with your instructions. More detail helps the AI produce a draft that better matches your intended message.
It is better to treat the AI output as a first draft. Review it for accuracy, compliance, tone, and fit before sending it to partners or clients.
[00:00] Also, just another note: we do have not just Evergreen, but in the templates, we have launched an AI template creation tool as well. [00:12] Here, you can come into AI Creator and basically give it the same kinds of instructions. For example, let’s say you want to create a Market Watch email. [00:24] If you wanted to announce the Rate Watch tool to your agents, you could put something together like this. You might enter something about announcing the tool, and then set it for Target Partners. [00:36] Then we will go ahead and hit Preview. It will create the initial flyer or the initial email notification that you would want to send out. [00:48] You can create email templates as well as SMS templates through the AI creation tool here. This is an example of what it will do: it creates the HTML email. [01:00] You can get as detailed as you want with what these should look like, but it will write the whole thing out for you.