A full walkthrough of the LoanOfficer.ai mobile app — chats with borrowers and partners, contact details, marketing controls, tasks, evergreen campaigns, Property Pulse, the dialer, and the calendar so you can run your pipeline on the go.
The LoanOfficer.ai mobile app puts your entire mortgage pipeline in your pocket. From a single interface you can manage borrower and partner chats, open full contact records, adjust marketing and AI settings, work tasks and appointments, add borrowers to evergreen campaigns and Property Pulse, make outbound calls from the built-in dialer, and manage your calendar and notifications — all on the go.
The first tab is Chats. It summarizes every conversation with borrowers and partners, and the two are separated inside the platform — make sure you toggle between them so you never miss a message. You can start a new conversation, filter your sent messages, and jump into your inbox.
Open the Contacts tab to see every lead. Tap a contact to open the full record: owner, followers, source, status, lead type, and every previous email and text message. Everything you rely on from the desktop lives here in a mobile-friendly layout.
Inside a contact, the Marketing section lets you change the AI objective, toggle the AI Assistant on, or move the contact into a specific campaign. You'll also see a summary of any previous campaigns the contact was in.
From the contact record, you can create new tasks, review upcoming appointments and events, and add or remove borrowers from your evergreen campaigns — all without switching devices.
Add borrowers into Property Pulse from the mobile app so equity and rate opportunities keep flowing to you. Notes and Activity round out the record with a clear summary of everything happening on the file.
The Dialer lets you make outbound calls to borrowers and realtors directly from the app. The Calendar gives you list view or day view for appointments. Settings is where you manage notifications and sign in or out of the app.
The LoanOfficer.ai mobile app is designed to let loan officers run their pipeline from anywhere. Deals do not stop when you leave your desk, and neither should you. Whether you are between meetings, driving between showings, or catching up in the evening, the mobile app gives you the same core workflow you rely on inside the desktop platform — chats, contacts, marketing, tasks, evergreen campaigns, Property Pulse, calling, and calendar — in a compact, phone-native layout.
This walkthrough covers each tab in the app and shows how to get the most out of the tools that live inside it. The goal is simple: keep every conversation moving, keep every borrower nurtured, and never lose momentum because you were away from your computer.
Speed and consistency are the two biggest levers a modern loan officer has. Borrowers expect a fast response, referral partners expect regular touch, and past clients expect to hear from you at the right moment. Doing all of that from a desktop alone is difficult.
The mobile app matters because it lets you:
It also matters because it removes the excuse. If you can only work your CRM at your desk, evenings and weekends become dead time for your pipeline. If you can work it from your phone, every gap in your day becomes an opportunity.
The mobile app is broken into a small number of tabs so you can move quickly:
Inside a contact record you get additional sections: Details, Conversations, Marketing, Tasks and appointments, Evergreen, Property Pulse, Notes, and Activity. Each of these mirrors what you would expect in the desktop CRM.
The first tab you land on is Chats. This is a rolled-up view of every conversation you are having across borrowers and partners.
An important detail: borrower conversations and partner conversations are separated inside the platform. Make sure you toggle between the two lists in the Chats tab. If you only look at one, you may miss messages from the other. This separation is intentional — it keeps borrower deal conversations distinct from realtor and partner relationship conversations — but it does mean you have to remember to check both.
From the Chats tab you can:
When a new lead comes in and needs a quick reply, this is usually the fastest place to work from.
The next tab is Contacts. This is a summary of every lead in your system.
When you open a contact, you get access to everything you rely on inside that record. Details include the owner of the lead, any followers, the source, the current status, and the lead type. This is the same context you would review before a call from your desktop.
Conversations inside the contact record show you every email and text message that has happened with that borrower over the course of the lead being in the platform. This is where you go when you want the full picture before replying, calling, or handing the file to a team member.
Inside the Marketing section of a contact you can shape how the platform continues to engage that borrower.
You can:
This is the section you use when a conversation shifts — for example, a lead that was in a general nurture campaign is now asking about a specific loan program, and you want to move them into a more focused campaign or hand the follow-up to the AI Assistant.
Below Marketing, you get the operational tools that keep the file moving.
Tasks and appointments let you create new tasks, view upcoming appointments, and manage events tied to the borrower. This is where you set the next step so nothing slips.
Evergreen is where you plug borrowers into your evergreen campaigns. You can add them, remove them, and manage the overall flow. Evergreen campaigns are designed to keep every relationship warm, and being able to move a contact into or out of them from your phone means you can react to conversations in real time.
Property Pulse continues to monitor your database for equity, refinance, and rate opportunities. From the mobile contact record you can view and add borrowers to Property Pulse. Adding someone the moment they express interest — or the moment you realize their existing loan is worth monitoring — makes sure the platform starts watching for opportunities right away.
Notes is fairly self-explanatory: it is where you jot down anything important tied to the contact. Activity gives you a summary of anything happening on the file, so you can quickly catch up on the recent history before you take action.
The Dialer is where you make outbound calls. From here you can connect directly with borrowers and real estate agents.
This matters because a lot of pipeline work is calling: new lead attempts, follow-ups on missed calls, quick check-ins with agents, and rate updates for shoppers. Being able to do that from your phone, inside the same platform that tracks the rest of the relationship, keeps the call activity visible instead of scattered across your personal call log.
The Calendar is a direct, straightforward summary of your appointments. You can toggle between a list view and a day view depending on how you like to read your schedule.
Settings is where you manage the app itself: notifications, along with sign-in and sign-out.
A few habits will help you get the most out of the mobile app:
The most common mistake is treating the mobile app as read-only. If you only use it to glance at conversations and never take action inside contacts, you lose most of its value. Make small updates while you are already inside a record — a new task, a campaign change, a Property Pulse add — and your desk time becomes more focused.
Another mistake is forgetting to switch between borrower and partner chats. Partners get frustrated when replies are slow, and it is easy to miss a partner message if you only ever look at the borrower list.
Finally, some loan officers ignore the Dialer because they are used to calling from their personal phone. That leaves a gap in your CRM history. Calling from the Dialer keeps activity attached to the contact record, which makes future follow-up much easier.
Imagine you get a new lead notification while you are between appointments.
You open the app and go straight to Chats. You see the new borrower message, tap in, and reply within a couple of minutes. Then you open the contact record. You quickly review Details to see the source and lead type, glance at Conversations for any earlier messages, and jump to Marketing. Because this borrower is now clearly serious, you toggle the AI Assistant on and add them to your active buyer campaign.
Next, you scroll down to Tasks and set a task to call them in the morning. You add them to your evergreen campaign so they get nurtured even after this conversation cools down, and you add them to Property Pulse so equity and rate opportunities are tracked on their file.
Finally, before you leave, you open the Dialer and place a quick call to a realtor partner about the borrower's target neighborhood. That call is logged inside the platform, keeping the partner relationship warm and the file well documented.
All of that took a few minutes on your phone. That is what the mobile app is built for.
The LoanOfficer.ai mobile app gives you the essential tools of the platform in a phone-native experience. Chats keep borrower and partner conversations easy to work. Contacts give you the full record with Details, Conversations, Marketing, Tasks, Evergreen, Property Pulse, Notes, and Activity. The Dialer lets you call from inside the platform. The Calendar keeps your day organized, and Settings keeps notifications and login under your control.
Used well, the app turns every spare moment into productive pipeline time — and keeps your system in touch with borrowers, partners, and past clients no matter where you are.
Start on the Chats tab and toggle between borrower and partner conversations to see every active thread.
Tap Contacts, choose a lead, and open the full record — Details, Conversations, Marketing, Tasks, Evergreen, Property Pulse, Notes, and Activity.
In Marketing, toggle the AI Assistant on or select a campaign to add the contact to.
Create new tasks, review upcoming appointments, and set the next step for the contact.
Add the borrower to evergreen campaigns and Property Pulse so nurture and opportunity monitoring keep running.
Open the Dialer to make outbound calls to borrowers and real estate agents directly from the app.
Switch between list and day view to review appointments for the day or week.
Open Settings to control notifications and to sign in or out of the app.
You can view Details, Conversations, Marketing, Tasks and appointments, Evergreen, Property Pulse, Notes, and Activity — the same core sections you rely on from the desktop.
No. Borrower and partner conversations are separated inside the Chats tab. Toggle between them so you don't miss messages from either side.
Yes. Inside the contact, open Marketing and toggle the AI Assistant on, or select a campaign to move the contact into.
Yes. From the contact record, open Evergreen to add or remove the borrower and manage the overall flow.
Yes. You can view and add borrowers to Property Pulse from the contact record so equity and rate opportunities keep surfacing.
Yes. The Dialer lets you call borrowers and real estate agents directly from inside the platform.
The mobile Calendar supports a list view and a day view for appointments.
Open Settings inside the app to manage notifications and to sign in or out.
[00:00] I'm just going to take you guys through a quick walkthrough of the mobile app and show you how to get the most out of using it. [00:10] The first tab is Chats. It's a summary of any conversations between borrowers and partners. Make sure you toggle between the two because they are separated within the platform. You can start a new conversation here, and you can move through your sent messages and your inbox. [00:32] The next tab is a summary of your Contacts. When you open a contact, you get access to all the details of the lead and the conversation history. Let's go through each of these one by one. [00:48] Details show the owner of the lead, any followers, the source, status, lead type, and more. Conversations show a full summary of any emails and text messages that have happened with the borrower over the course of the lead being in the platform. [01:05] Marketing is where you can adjust the AI objective, toggle the AI Assistant on, or move the contact into a campaign. You'll also see a summary of any previous campaigns the contact was in. [01:22] Next you have Tasks and appointments. This is where you create new tasks and view upcoming appointments and events for borrowers. Evergreen is where you add borrowers into evergreen campaigns, add or remove them, and manage the overall evergreen flow. [01:42] Property Pulse is where you view and add borrowers into Property Pulse. Notes is pretty self-explanatory, and Activity shows you a summary of anything happening on the file. That is all under the individual contacts. [01:58] The Dialer is where you make outbound calls and connect directly with borrowers and real estate agents right from your phone. [02:08] The Calendar is a direct, straightforward summary of your appointments. You can toggle through list view or day view. Settings is where you manage notifications and sign in or out of the app. [02:20] That's the walkthrough of the mobile app. I just wanted to give you a good idea of what it can do so you can stay in touch with your system on the go. Thanks so much.