Press & News — LoanOfficer.ai Company Announcements
Official press releases, product launches, and company milestones from LoanOfficer.ai — the AI-powered CRM built exclusively for mortgage professionals.
Press releases, company news, and media resources from LoanOfficer.ai.
LoanOfficer.ai Upgrades the AI Campaign Builder — LoanOfficer.ai upgrades its AI Campaign Builder with new triggers, sending windows, stop rules, sample feedback and a weekly campaign map for loan officers.
LoanOfficer.ai Publishes Complete AI Assistant Setup Training for Mortgage Professionals — LoanOfficer.ai published a complete bilingual training walkthrough for configuring its mortgage AI assistant, including identity, messaging pace, approved links, scheduling, follow-up sequences, coaching, business training, sandbox testing, guardrails, and the embeddable website chat widget.
LoanOfficer.ai Launches Property Pulse Website Widget for Home-Value Report Enrollment — LoanOfficer.ai released a customizable Property Pulse Widget that mortgage professionals can embed on their websites. Homeowners enter contact and property details, submit the enrollment form, and receive a generated Property Pulse home-value report. Teams control the form's layout, appearance, enrollment flow, and distribution settings, with direct HTML embedding and installation support for websites hosted by LoanOfficer.ai.
LoanOfficer.ai Launches a Review Widget With Star-Rating Routing, Sending Satisfied Borrowers Straight to Google and Critical Feedback to the Loan Officer — LoanOfficer.ai today released a review widget in Widget Studio. Loan officers send funded borrowers a rating page, embedded widget, or link, and set a positive star threshold. Ratings at or above the threshold are forwarded to the loan officer's Google review page; ratings below it are routed to an internal page where the originator can read the feedback and respond privately. The widget deploys as a website embed, a QR code, or a shareable link, and is live now for all customers at no additional cost.
LoanOfficer.ai Adds Delayed AI Replies and Automatic AI Handoff, Letting Loan Officers Control Conversation Pacing and Take Over Mid-Thread — LoanOfficer.ai today released two new AI assistant controls. Delayed reply holds an assistant response for a configurable interval from 15 seconds up to three minutes, so live borrower conversations are paced like a person replying rather than an instant autoresponder. AI handoff switches the assistant off automatically the moment a loan officer starts typing in a conversation, then reactivates it after a configurable window in the mode the account selects. Both settings are live now for all customers at no additional cost, with training videos published in English and Spanish in the LoanOfficer.ai Academy.
LoanOfficer.ai Launches Voice-to-Text Dictation in Conversations, Letting Loan Officers Speak Borrower Emails and Texts — LoanOfficer.ai today released voice-to-text dictation inside the Conversations section of its mortgage CRM. Loan officers click a microphone button in the email or SMS composer and speak; the platform transcribes as they talk and places the text directly in the message, which the originator reviews and sends. The feature is live now for all customers at no additional cost, and a training video is published in the LoanOfficer.ai Academy.
LoanOfficer.ai Releases Major AI Assistant Upgrade With Rebuilt Settings, Six Always-On Compliance Guardrails, and a Platform-Wide Assistant — LoanOfficer.ai today released a major upgrade to its AI assistant for mortgage professionals. Assistant settings are rebuilt into five dedicated sections — Assistant, Scheduling, Follow-Up, Coach, and Training — with a sandbox mode for testing changes as a borrower would experience them. Compliance guardrails are consolidated into one screen with six protections that are always on, including RESPA and TILA compliance, opt-out honoring, and Social Security number and email redaction. The assistant is also embedded in the platform's top menu, where it answers questions using live CRM data.
LoanOfficer.ai Adds SendGrid SMTP Email Integration, Letting Loan Officers Send From Their Own Domain — LoanOfficer.ai customers can now connect a SendGrid account as their outbound email provider using SMTP relay, so borrower follow-ups, AI replies, campaigns, and Property Pulse reports send from the loan officer's own authenticated domain with their own deliverability reporting. Setup takes about five minutes and a training video is published in the Academy in English and Spanish.
LoanOfficer.ai Adds Team Tagging in Notes, Landline Phone Filters, and One-Click Attachment Downloads — Three new releases are live in the LoanOfficer.ai CRM: loan officers can tag teammates with @ inside the Notes section of any borrower or partner file and notify them instantly, filter contact lists by landline phone numbers before launching a calling or texting session, and download attachments — individually or in bulk — directly from email and SMS conversations.
LoanOfficer.ai Launches AI Lead Scoring and Engagement Insights for Borrowers and Referral Partners — LoanOfficer.ai now scores every lead and every referral partner with an AI engagement score built from real activity — meetings held, inbound calls, SMS replies, email opens and clicks, recency, and relationship length — with a transparent breakdown on every contact record so loan officers can see exactly why a contact is scored the way it is.