Built-in smart dialer for loan officers — local presence, call recording, AI notes, and CRM sync. Retire your standalone dialer subscription for good.
One-click dialing with local presence, call recording, and AI-generated notes.
Dial straight from a contact, opportunity, or task — no copy-paste.
Show up as a local caller to boost pickup rates.
Every call is transcribed and summarized straight to the CRM.
AI creates the next-step task or drip automatically.
Standalone dialers charge extra for what should be table stakes. LoanOfficer.ai includes a smart dialer natively so you can retire another subscription and keep every call, note, and follow-up in one place.
Blast a list of refi-eligible borrowers with local presence and AI-logged notes.
Dial partner agents and keep the AI-summarized call log on the partnership record.
Every scheduled callback is one click, notes and next steps auto-created.
Yes — the $1 for 14-Day Trial gives you full access to every feature, including the Smart Dialer.
No. Onboarding walks you through configuration and the AI is trained on your voice and workflow. If you can use email and SMS, you can use it.
Yes — native integrations with Arive, LendingPad, and Byte, plus Zapier for 5,000+ apps.