LoanOfficer.ai integrates with your LOS, Zapier, Google Calendar, Meta Lead Ads, and more. Sync loan milestones and automate your workflow.
Connect your LOS, calendar, ad platforms, and 5,000+ apps — so data and milestones flow across your entire mortgage workflow.
Two-way sync with Arive, LendingPad, Byte, and Encompass — borrower data, pipeline stages, and loan milestones flow both ways.
LOS events (submitted, appraisal ordered, clear-to-close, funded) automatically fire tailored messages to borrower, Realtor, and referral partner.
Google Calendar, Outlook, Meta Lead Ads, and Zillow/LendingTree feeds plug in directly — no manual export.
5,000+ apps via managed Zapier connections, plus a REST API for custom integrations.
A CRM that doesn't know what your LOS knows is a second inbox. LoanOfficer.ai's integrations pull loan-level truth from your LOS, trigger the right campaigns at every milestone, and connect to every other tool in your stack so your workflow is one system, not seven.
Facebook lead-form submissions hit the CRM instantly and trigger AI SMS in under a minute.
Appraisal ordered in Encompass? Borrower and buyer's agent get an automatic branded update.
AI-booked appointments land directly on your Google or Outlook calendar with the borrower briefed.
Connect proprietary tools or an in-house data warehouse through the REST API.
Native two-way integrations with Arive, LendingPad, Byte, and Encompass, plus a managed Zapier connection for other LOSs.
When your LOS fires an event (application received, appraisal ordered, CTC, funded), LoanOfficer.ai runs the matching automation — borrower update, Realtor update, referral partner note, and any related task.
Yes. Native integrations cover the mortgage stack; Zapier covers 5,000+ apps for everything else; the REST API covers custom needs.
Yes. A REST API is available on request and is included with team plans for custom integrations and data warehouse workflows.
Managed Zapier connectors let you trigger LoanOfficer.ai actions (create contact, start campaign, log task) from any of 5,000+ apps and vice versa — no code required.