Mortgage Coach is a presentation tool, not a CRM. LoanOfficer.ai is the AI mortgage CRM that runs your pipeline, AI, and Property Pulse — with or without Mortgage Coach.
Yes. Our onboarding team handles the full data migration — contacts, custom fields, tags, pipelines, and historical notes. Most teams are live inside a week.
LoanOfficer.ai is an AI-first mortgage CRM. Instead of drip campaigns and manual follow-up, an AI assistant qualifies leads in under 60 seconds, monitors live property and equity data across 150M+ records, and runs personalized SMS/email/voice campaigns tuned to your voice — all in one platform.
No. Onboarding rebuilds your key workflows in LoanOfficer.ai and layers AI on top. Most teams end up consolidating multiple tools — CRM, marketing, dialer, property monitoring — into a single platform.
Import and training typically take a few days. AI training on your voice happens during onboarding, and you can go live inside two weeks. There's no long enterprise rollout.
You can start with a $1 for 14-Day Trial to try the full platform end-to-end. See the pricing page for plan details.