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.

All press releases

• 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.
• LoanOfficer.ai Launches Power Dialer With AI Voicemail Drop, Three-Line Dialing, and Automatic Borrower Screen Pop — The new LoanOfficer.ai Power Dialer lets loan officers launch a calling session straight from their CRM list, dial up to three lines at once, drop AI voicemails with an automatic SMS companion, and work the borrower record live while every dial is logged with its disposition.
• LoanOfficer.ai Launches AI Business Card Scanner, Becoming the Only Mortgage CRM With AI Contact Capture Technology — The new AI Business Card Scanner in the LoanOfficer.ai mobile app turns any business card into a fully structured CRM contact in seconds, making LoanOfficer.ai the only mortgage CRM with built-in AI contact capture technology.
• LoanOfficer.ai Launches Mortgage Central, a Free Mortgage Industry Resource Hub Designed to Help Loan Officers Grow Their Business — Mortgage Central brings together industry news, market intelligence, wholesale lender information, educational resources, events, and mortgage technology insights — all available free to the mortgage community.
• LoanOfficer.ai Launches Official Linktree Hub for Mortgage Professionals — LoanOfficer.ai now connects customers, partners, and media to all official channels, resources, and booking links through a single Linktree hub.
• LoanOfficer.ai Launches AI-Powered CRM Purpose-Built for Mortgage Professionals — LoanOfficer.ai unveils the first mortgage-native AI CRM combining live property data, automated lead response, and refi opportunity detection in a single platform for loan officers and brokerages.
• LoanOfficer.ai Releases Mobile App for Loan Officers on iOS and Android — LoanOfficer.ai launches a native mobile app that lets loan officers manage pipelines, respond to leads instantly, and trigger AI follow-ups from anywhere.
• LoanOfficer.ai Customers Cross 12,000 Loans Closed Using AI-Powered CRM — Mortgage professionals using LoanOfficer.ai have now closed more than 12,000 loans, with customers reporting an average of 15 hours per week saved on manual follow-up and admin work.
• LoanOfficer.ai Launches Property Pulse: Automated Equity and Rate-Drop Alerts for Loan Officers — Property Pulse continuously monitors 150M+ property records and automatically alerts loan officers when past clients hit refinance, HELOC, or PMI-removal opportunities.