Integrate with thousands of 3rd party applications (zapier)
Marketing Automation
Set it and forget it!
Drip Emails and SMS01.
Engage conversations with more borrowers with our two-way texting and email campaigns.
Ringless VM02.
Reach more borrowers, business partners and leads with our single ring voice mail.
Bulk Messaging03.
Originate more loans by segmenting your leads and borrowers when send out bulk messages.
04.Loan Milestone Updates
Never miss a deadline or lock expiration by setting up notifications for important dates.
05.Deadlines and Notifications
Never miss a deadline or lock expiration by setting up notifications for important dates.
06.Automated lead importing
Migrating your database is easy with our lead import tools and Zapier integrations.
Integrated cloud based calling
Take the guess work out of who to call next.
Built in Dialer 01.
Dial thru your leads and pipeline quickly and easily with our built in dialer.
Dial Smart Lists02.
Reach the right people at the right time by segmenting your calls based on our dial smart lists.
03.Local Phone Numbers
Keep your local market prescience strong by using local numbers for phone and text.
04.Call routing
Work seamlessly with your team and keep communication central with our easy call routing solutions.
Sales Tools
No lead left behind.
Digital Mortgage Quoting and loan comparisons calculators
With just a few clicks of the button you can prepare a professional and easy to understand loan scenarios for borrowers to review.
Digital Loan Pre Approval Portal for your agents and referral partners
Set the parameters for your preapproved buyers to run offers scenarios and generate pre-approval letters in our easy to use Pre-Approval calculator.
Instant Property Profile Lookup
Access county level property and loan details by pulling a property profile directly thru LoanOfficer.ai
Instant AVMs & Opportunity Alerts
Keep a second set of eyes on your database to identify opportunities to capitalize on your past borrowers and leads.
Pipeline Rate Watch Monitoring
How great could it be if you could monitor your entire database for refinance opportunities? Now you can with our rate watch tool.
Credit Vendor Integration
Analyze and structure deals by running credit directly thru our LoanOfficer.ai CRM.
Productivity Tools
Stay on top of your pipeline.
Loan conditions & Document management
Go Digital. Now your borrowers can view loan status and uploaded needed conditions directly in our borrower portal.
Task Management
Set tasks and follow up reminders for you or any of your team.
Mobile Responsive Design
Work effectively on the go with our mobile responsive design.
Calendar Syncing
Sync your CRM calendar with google and outlook so you never miss a thing.
Wholesale Lender and AE HUB
Stay organized with your lenders. Our wholesale lender hub keeps all your needed information accessible in one place.
Full office collaboration
Stay organized and work as a team with our full office collaboration settings.
Business Analytics and Performance
Make business decisions based on data, not emotion.
Automated Productivity Reporting
Access all the important data metrics of your team.
Lead & Marketing ROI reports
Access lead source and marketing ROI reports so you can make educated decisions on what lead sources to keep and which ones to toss.
Business Rules and Logic
Do things your way by customizing business rules and logic.
Business Performance Reporting
How is your business performing? Get access to the performance and profitability metrics that count.
Custom Fields and Layouts
Work the way you want to with field customization and layouts.
Built in Borrower Point of Sale
Branded Borrower Portal
Borrower portal that allows borrower to login interface with your business directly
Digital 1003
LoanOfficer.ai mortgage point-of-sale portal makes it simple for your borrowers to know exactly what is on their needs-list, and even easier to get it to you.
Document Needs list Collection
Quickly collect accurate supporting documentation from your borrowers in a secure, centralized, digital environment – creating transparency for borrowers, origination teams, and agents.
Borrower Conditions Portal
LoanOfficer.ai borrower portal makes it simple for your borrowers to know exactly what is needed to get their loan clear to close quickly and easily.
