Automated drip campaigns, milestone communications, post-close nurture, and multi-channel marketing — built specifically for mortgage professionals.
Automated drip campaigns, milestone updates, and post-close nurture — mortgage-native and running the day you turn it on.
New-lead nurture, pre-approval to contract, milestone updates, post-close, annual review, and refi watch — all pre-built and editable.
LOS events (application received, appraisal ordered, clear-to-close, funded) automatically fire the right message to borrower, Realtor, and referral partner.
Every campaign runs across the channels your borrowers actually use, with AI-generated copy tuned to your voice.
Annual review, birthday, home-anniversary, equity, and refi campaigns keep past clients engaged automatically.
Generic marketing automation tools don't know what a mortgage milestone is. LoanOfficer.ai's automation is built around the loan lifecycle — application, underwriting, clear-to-close, funded, and post-close — so the right message goes to the right person at the right moment, without manual work.
Every new lead lands in a mortgage-tested nurture sequence the moment they hit the CRM.
Borrowers and Realtors get automatic updates at each LOS milestone — no more 'where are we?' texts.
Multi-year nurture runs on autopilot, keeping you top-of-mind for repeat and referral business.
When rates move, launch a personalized, multi-channel refi campaign to eligible past clients in minutes.
New-lead nurture, pre-approval to contract, in-process milestones, clear-to-close, funded/post-close, annual review, birthday, home anniversary, refi watch, and re-engagement — all pre-built and editable.
Yes. Every message, timing, and channel is editable. The AI can also rewrite templates in your voice.
Yes. LOS events fire the right message to borrower, Realtor, and referral partner the moment a milestone hits (Arive, LendingPad, Byte, Encompass, and Zapier).
Every funded loan enters a multi-year nurture across email, SMS, and voice drops — annual review, birthdays, home anniversaries, and equity/refi triggers all run automatically.
Yes. Every campaign reports open, click, reply, appointment, and closed-loan attribution inside LoanOfficer.ai.