The new Refer & Earn experience gives customers 20,000 AI tokens for each referred friend who becomes a verified paying customer.
The new Refer & Earn experience gives customers 20,000 AI tokens for each referred friend who becomes a verified paying customer.
RANCHO SANTA MARGARITA, Calif. — 10/2/2026
LoanOfficer.ai, the mortgage-first CRM, today announced Refer a Friend, a new in-product referral experience that gives customers a unique link and awards 20,000 AI tokens for each referred friend who becomes a paying customer and is verified by the LoanOfficer.ai team.
A Referral Link Inside the Product: Customers can open Refer & Earn, copy the referral link shown in their account, and share it directly. Using that unique link allows an eligible signup to be attributed to the referring account for verification.
A Reward Tied to a Paying Customer: Sharing a link alone does not earn tokens. The referred person must become a paying customer, and the referral must be verified by the LoanOfficer.ai team before the 20,000 AI tokens are added to the referring customer's account.
Built for Customer-to-Customer Introductions: The feature gives mortgage professionals a straightforward way to introduce colleagues to LoanOfficer.ai while keeping the reward status tied to the product account and the referral's paid-plan verification.
Clear Steps for Teams: Customers should copy the link from their own Refer & Earn screen, ask the referral to use that link when getting started, and review their token balance after verification. Teams should avoid substituting a generic website link when referral attribution matters.
Availability and Training: Refer a Friend is available now in LoanOfficer.ai. English training is available at loanofficer.ai/academy/marketing/refer-a-friend-earn-ai-tokens, Spanish training is available at loanofficer.ai/es/academia/marketing/referir-amigo-ganar-tokens-ia, and the release video is at youtu.be/ThhAeNf3tB0. New customers can start a 14-day trial for $1 at loanofficer.ai/trial.
About LoanOfficer.ai: LoanOfficer.ai is a mortgage-first CRM that combines borrower and referral-partner management, AI-assisted follow-up, scheduling, campaigns, and a power dialer. Property Pulse and branded websites are available as add-ons. More information is available at loanofficer.ai.