Byte LOS Integration

Byte Software LOS integration for LoanOfficer.ai. Keep borrower data, loan status, and post-close records in perfect sync with your AI mortgage CRM.

Byte LOS + AI mortgage CRM in sync.

Bring Byte loan file data into the AI CRM so every borrower, realtor, and past client conversation is informed by real loan status.

What syncs

Use cases

Milestone-triggered updates

Borrowers hear from you at every stage without you lifting a finger.

Referral partner engagement

Realtors linked in Byte automatically get milestone updates on their buyers.

Retention on the funded book

Every funded borrower flows into Property Pulse for long-term equity and refi monitoring.

Setup

Enable the connector

Authorize LoanOfficer.ai from Byte with your admin account.

Map data and stages

Confirm mappings for borrower fields and loan stages.

Go live

Turn on campaigns and monitor the sync from the integrations dashboard.

FAQ

Is the Byte integration included in the trial?

Yes — every integration is available on the $1 for 14-Day Trial. Connect Byte on day one at no extra cost.

Is Byte data secure in transit?

Yes. All syncs use encrypted connections and follow the security posture documented in our AI Compliance page.

How long does setup take?

Most integrations connect in under 10 minutes during onboarding. Our team walks you through it live if you'd like a hand.

What if something breaks?

Our support team monitors integration health and will proactively reach out if a sync fails. You can open a ticket 24/7.

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