A short walkthrough of the new AI business card scanner in the LoanOfficer.ai mobile app: open the camera icon on Contacts, photograph a business card, and the AI extracts the name, phone, email, company, and title to create or update the contact.
Open the LoanOfficer.ai mobile app and go to the Contacts tab. In the top-right corner, next to the notifications bell, you'll see a camera icon. Tapping it opens the Scan Business Card panel.
Take a photo of the business card and the AI reads it. It pulls the contact's name, mobile phone, office phone, email address, company, and title, then creates a new contact or updates the matching contact you already have.
The Borrowers / Partners toggle above the search bar controls what the scan creates. Leave it on Borrowers for buyers and homeowners, or switch to Partners for real estate agents, title reps, and referral sources.
Because the contact record is created instantly, you can text, email, or call straight from the record — or drop the new contact into a campaign, evergreen sequence, or Property Pulse right from your phone.
On the Contacts tab of the LoanOfficer.ai mobile app — tap the camera icon in the top-right corner next to the notifications bell.
Yes. In the Scan Business Card panel choose 'Choose from library' instead of Open Camera.
Name, mobile phone, office phone, email, company, and title — the fields printed on most business cards.
No. The scan creates a new contact or updates the existing contact it matches.
Yes. Switch the Borrowers / Partners toggle to Partners before you scan so the card is saved as a partner record.
Yes. The contact record is available immediately, so you can text, email, call, or add the contact to a campaign from your phone.