See where to copy your unique referral link and when the AI-token reward is added.
A useful referral workflow needs two things: a simple way to share and a clear condition for earning the reward. LoanOfficer.ai's Refer & Earn experience keeps both inside the product.
Customers receive a unique referral link and can earn <strong>20,000 AI tokens</strong> for each referred friend who becomes a paying customer and is verified by the LoanOfficer.ai team. Sharing the link by itself does not trigger the reward.
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1. Start from Refer & Earn
Open Refer & Earn in your LoanOfficer.ai account. The screen displays the referral reward and the unique link associated with your account.
Starting inside the product matters because the unique link is what allows an eligible signup to be connected to the referring customer during verification.
2. Copy the unique referral link
Select Copy Referral Link rather than manually copying a generic website address. Paste the result into the message or channel you plan to use, and verify that the complete link is present before sending it.
If several people on a team refer customers, each person should use the link displayed in their own account so the attribution remains clear.
3. Explain the product without overstating the reward
Share the link with a friend who may benefit from a mortgage-first CRM. Describe the relevant workflow in your own experience, but keep the reward language precise: the referring customer receives the tokens after the referred friend becomes a paying customer and the referral is verified.
Do not describe a click, signup, or trial alone as sufficient. The published condition is a verified paying referral.
4. Preserve referral attribution
Ask the referred person to begin from the unique link you sent. Replacing it with a generic homepage or unrelated campaign link may remove the connection needed for attribution.
Send the link in a channel where the recipient can open it directly and avoid adding tracking parameters that were not provided by LoanOfficer.ai.
5. Understand the verification step
The reward is not added immediately after a link is shared. The referred person must start a paid plan, and the LoanOfficer.ai team must verify the referral.
That verification protects the reward process from duplicate or ineligible attribution and gives the account a defined point at which tokens can be added.
6. Confirm the AI-token credit
After the paying referral is verified, check the AI-token balance in your account. The published reward is 20,000 AI tokens for each qualifying referral.
If you need help with a verified referral, provide support with the account details required to investigate it; avoid sending sensitive borrower information as part of a referral question.
7. Keep referrals permission-based
A direct introduction is more useful than unsolicited bulk outreach. Share the product with people who are likely to find it relevant, and respect the communication preferences of every recipient.
The Refer & Earn link is an attribution tool, not permission to add a person to unrelated marketing messages or borrower workflows.
8. Build a simple referral routine
Keep your unique link accessible, choose a short and accurate explanation of why you use LoanOfficer.ai, and send it when a relevant colleague asks about your workflow.
Periodically confirm that you are copying the current link from Refer & Earn and that your description still matches the product experience.
What is the LoanOfficer.ai referral reward?
You earn 20,000 AI tokens for each referred friend who becomes a paying customer and is verified by the LoanOfficer.ai team.
Where do I get my referral link?
Open Refer & Earn in your LoanOfficer.ai account and select Copy Referral Link.
Do I earn tokens when someone clicks my link?
No. The referred person must become a paying customer, and the referral must be verified.
They are added after the referred customer starts a paid plan and the referral is verified by the LoanOfficer.ai team.
The published reward is 20,000 AI tokens for each qualifying paying referral.
Can I use the main website URL instead?
Use the unique Refer & Earn link when attribution matters. A generic URL may not connect the signup to your account.
Is the referral reward a cash payment?
The release describes the reward as AI tokens added to the LoanOfficer.ai account, not cash.
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