Outlook and Microsoft 365 integration for LoanOfficer.ai. The AI assistant books, confirms, and reschedules mortgage appointments on your live calendar.
Native Microsoft 365 calendar support.
Bring Microsoft 365 into the AI CRM. Real availability, real bookings, no more email tag with borrowers.
Loan officers on Outlook get the same 24/7 self-scheduling as Google users.
Route appointments to the right teammate based on rules you set.
The AI sends borrower confirmations and reminders to cut no-show rate.
Authenticate with your Microsoft account from the integrations page.
Set your working hours, buffers, and appointment types.
The AI starts booking directly on your Outlook calendar.
Yes — every integration is available on the $1 for 14-Day Trial. Connect Outlook Calendar on day one at no extra cost.
Any Microsoft account with calendar access works. Enterprise SSO is available on higher plans.
Most integrations connect in under 10 minutes during onboarding. Our team walks you through it live if you'd like a hand.
Our support team monitors integration health and will proactively reach out if a sync fails. You can open a ticket 24/7.