What features are included with every plan?

Every plan includes the mortgage CRM, AI Assistant, marketing automation, smart dialer, email and SMS campaigns, rate watch alerts, opportunity detection, and LOS integrations.

What is the AI Assistant trained to do?

It's trained on mortgage-specific data — borrower qualification, product knowledge, guideline questions, appointment booking, and objection handling — and can be customized to your voice and product mix.

How does Property Pulse work?

Property Pulse monitors live property value, equity, and rate positioning for every contact in your database and sends automated monthly reports plus real-time refi and HELOC opportunity alerts.

Can I automate SMS and email follow-up?

Yes. Build multi-step, multi-channel drip campaigns triggered by lead source, stage, or behavior. AI can even write and personalize the messages.

Is there a mobile app?

Yes — iOS and Android apps give you full access to the pipeline, dialer, SMS, and AI assistant on the go.

Everything LoanOfficer.ai does for you

See every feature: AI lead response under 60 seconds, power dialer, rate-drop alerts, refi detection, branded sites, and automated campaigns.

In this section

AI Follow-Up for Mortgage CRM — AI mortgage follow-up over SMS, email, and voice. Every lead gets a real, personalized conversation in under 60 seconds — 24/7, on autopilot.
Speed to Lead — Respond to every mortgage lead in under 60 seconds — automatically. AI-powered speed-to-lead built into LoanOfficer.ai, working 24/7 across every source.
Smart Dialer for Mortgage — Built-in smart dialer for loan officers — local presence, call recording, AI notes, and CRM sync. Retire your standalone dialer subscription for good.
AI Appointment Scheduling for Loan Officers — AI books mortgage consultations for you automatically. No phone tag, no back-and-forth. Just qualified appointments on your calendar.
Mortgage Pipeline Management — Mortgage-first pipeline stages, AI-prioritized deals, and live opportunity signals — manage your whole book of business from a single dashboard.
AI Mortgage Quoting Calculator — Generate personalized mortgage quotes and payment scenarios in seconds. AI-powered pricing tied to national average rates, delivered on brand every time.
AI Rate Monitoring for Mortgage — AI Rate Watch monitors national average rates against every borrower in your book and alerts you the moment refi opportunities open.
AI Speed to Lead — LoanOfficer.ai's AI responds to new leads in under 60 seconds via SMS, email, and voice — 24/7. No missed leads. No manual follow-up.
Property Pulse — Property Pulse monitors your borrowers' properties for rate-drop opportunities, equity changes, and refinance eligibility — then alerts them automatically.
Mortgage Marketing Automation — Automated drip campaigns, milestone communications, post-close nurture, and multi-channel marketing — built specifically for mortgage professionals.
Mortgage CRM Integrations — LoanOfficer.ai integrates with your LOS, Zapier, Google Calendar, Meta Lead Ads, and more. Sync loan milestones and automate your workflow.
Mortgage Marketing Compliance & RESPA Tools — Stay compliant with automated RESPA tracking, compliant marketing templates, audit trails, and governance tools built for mortgage lenders.
Borrower Portal & Digital 1003 Application — Give borrowers a branded portal to apply, upload documents, track loan status, and stay informed — all from their phone or desktop.
AI Production Coach for Loan Officers — Get AI-powered coaching on your pipeline, activity KPIs, and production goals. Know exactly what to do each day to hit your targets.
Automated Refi & HELOC Detection — Property Pulse monitors every borrower's equity, value, and rate — surfacing refi, HELOC, PMI-drop, and rate-drop opportunities across your book, 24/7.
Post-Close Borrower Retention — Keep every past borrower engaged with automated monthly property value reports, rate updates, and personalized AI outreach across SMS, email, and voice.
AI Loan Applications for Mortgage — Guide borrowers through the mortgage application with an AI assistant. Higher completion rates, cleaner data, less back-and-forth for every loan officer.
AI Marketing Campaigns for Loan Officers — Launch personalized SMS, email, and voice mortgage campaigns in minutes. AI writes in your voice, segments your book, and reports results automatically.
Branded Loan Officer Websites — Beautiful, conversion-optimized loan officer websites with AI lead capture, instant AI response, Property Pulse, and full mortgage CRM integration built in.
Social Planner for Loan Officers — Plan, schedule, and publish mortgage content to Facebook, Instagram, and LinkedIn from one calendar, with AI captions and per-channel engagement stats.
Lead Scoring for Loan Officers — Score every borrower and referral partner on real engagement — meetings, calls, SMS replies, opens, and clicks — then sort your database by Engagement Score.
Power Dialer for Loan Officers — Call up to 3 contacts at once, drop AI voicemails, send SMS follow-ups, and see each borrower's CRM record the second they answer. Inside LoanOfficer.ai.
AI Receptionist for Mortgage Brokers — AI receptionist that answers calls, qualifies borrowers, and books appointments 24/7. Never miss a mortgage lead again — even after hours, weekends.