Confidentiality Policy
Updated September 15, 2024
Absolutely No Refunds
Absolutely no refunds will be distributed by LoanOfficer.ai, LLC. (“LoanOfficer.ai”) for all software or services produced by LoanOfficer.ai (“Services”) to Customers besides the ones included in the Refundable Amounts section located underneath.
Payments made to LoanOfficer.ai compromising but not restricted to User Licenses, Portal Users, LoanOfficer.ai IQ, Data Center, Servers and all monthly repeated software access must be counted as payable,earned due, and non-refundable once LoanOfficer.ai receives a payment. If Customer refuses monthly Software Services, no reimbursements or refunds shall be given back for not using the Software Services.
The standard of service, products, or period should not affect this refund policy and all payments made to LoanOfficer.ai will be non-refundable with exemption to the Net Unused Usage Credits listed in the “Refundable Amounts” section.
Services Definition
The meaning of services will be all data, access, software, services, Platform(s), products, licenses, utilizers or any other closely related item(s) given by LoanOfficer.ai as listed in the Service Agreement, An Order, Terms of Service, or the “Billing & Transactions” part of the Account Settings page located within the Customer’s Account, which can be located at https://app.loanofficer.ai/settings (“Billing Page”) after Customer signs into their LoanOfficer.ai account.
Refundable Amounts
For the purpose of using specific Services labeled “Usage” in the Billing Page (“Usage Services”), you may be needed to make advanced payments or meet specific payment minimums (collectively “Usage Credit”) as described on the Billing Page, earlier to utilizing Usage Services. Your Usage Credit is charged by the amount of Usage Service your Account utilizes, and the left over amount is coined “Unused Usage Credits”.
In response to the termination of your Account, and termination of your utilization of all Services, the Unused Usage Credits will be used toward all due payments by you to LoanOfficer.ai, which does include User Licenses, CRM User Licenses, Portal Users, LoanOfficer.ai IQ, Statements of Work or any other payments due and the left over amount shall be coined as the Net Unused Usage Credits.
The only amounts that are refundable to you from LoanOfficer.ai are the Net Unused Usage Credits , and will only be reimbursed after you cancel your account and pay all payments due to LoanOfficer.ai.
Upcoming Events
Our affiliate courses are designed by experts who have years of experience and proven results in the affiliate marketing industry.
How AI Helps LO's Respond Under 60 Seconds and Close More Deals
How AI Helps Loan Officers Respond in Under 60 Seconds and Close More Deals
In today’s ultra-competitive mortgage market, the first lender to respond is often the one who earns the borrower’s business. Research shows that 78% of borrowers go with the first loan officer who responds to their inquiry — and in the age of instant gratification, every second counts.
So how do you stay ahead when you’re juggling meetings, lead lists, and a packed inbox?
Enter LoanOfficer.ai
Our AI-powered platform is built to give you an unfair advantage in speed, consistency, and borrower engagement — all without requiring you to drop everything every time a new lead comes in.
With LoanOfficer.ai, responses to new borrower inquiries go out within 60 seconds. Not only are you first to respond — you're also the most impressive.
Why Speed Matters in Lending
Let’s break it down:
Leads are most likely to convert when contacted within 5 minutes
After 10 minutes, the likelihood of contact drops by over 80%
Borrowers interpret fast responses as professionalism and reliability
Fast isn’t just better. Fast is everything.
What Slows Most Loan Officers Down?
You’re in back-to-back appointments
You’re buried in manual follow-ups
You’re relying on a CRM that doesn’t automate intelligently
You don’t have time to write personalized responses to each new borrower
And while you’re playing catch-up, another lender already made the connection.
How LoanOfficer.ai Solves This
Here’s how our platform keeps you in front — even when you’re busy:
✅ AI-Powered Instant Messaging
As soon as a lead comes in, our AI assistant reaches out with a personalized, friendly message that mimics your tone and style.
✅ Smart Routing and Notifications
You’re alerted in real-time, and if the borrower replies, our AI can continue the conversation or hand it off to you instantly.
✅ Borrower Context Awareness
Our system reads borrower profiles, pre-approval stages, and campaign sources to tailor the right message at the right time.
✅ Follow-Up Built-In
Not only are you fast, but you’re consistent. No more letting leads slip through the cracks — our AI nurtures and escalates until they convert.
Real Results from Real Loan Officers
“Since enabling AI responses, I’ve seen my engagement rate nearly double. I used to lose out to whoever texted first — now I am that person.”
— Jason M., Branch Manager
“LoanOfficer.ai has saved me hours every week. More importantly, I’m closing more loans.”
— Stephanie B., Loan Officer
Be the First. Be the Best.
When a borrower is shopping for a loan, time is trust. With LoanOfficer.ai, you’re not only first — you’re also sharp, consistent, and always one step ahead.
Ready to win more loans by being first every time?
👉 Start Your 14 Day Trial and experience the power of AI-driven speed.
What our Customer are Saying
Our affiliate courses are designed by experts who have years of experience and proven results in the affiliate marketing industry.
Our affiliate courses are designed by experts who have years of experience and proven results in the affiliate marketing industry.
Cody Fisher
Our affiliate courses are designed by experts who have years of experience and proven results in the affiliate marketing industry.
Kristin Watson
Our affiliate courses are designed by experts who have years of experience and proven results in the affiliate marketing industry.
Albert Flores
Book Your Way to Affiliate Marketing Success
Our affiliate courses are designed by experts who have years of experience and proven results in the affiliate marketing industry.
Our Latest Articles
How AI Helps LO's Respond Under 60 Seconds and Close More Deals
How AI Helps Loan Officers Respond in Under 60 Seconds and Close More Deals
In today’s ultra-competitive mortgage market, the first lender to respond is often the one who earns the borrower’s business. Research shows that 78% of borrowers go with the first loan officer who responds to their inquiry — and in the age of instant gratification, every second counts.
So how do you stay ahead when you’re juggling meetings, lead lists, and a packed inbox?
Enter LoanOfficer.ai
Our AI-powered platform is built to give you an unfair advantage in speed, consistency, and borrower engagement — all without requiring you to drop everything every time a new lead comes in.
With LoanOfficer.ai, responses to new borrower inquiries go out within 60 seconds. Not only are you first to respond — you're also the most impressive.
Why Speed Matters in Lending
Let’s break it down:
Leads are most likely to convert when contacted within 5 minutes
After 10 minutes, the likelihood of contact drops by over 80%
Borrowers interpret fast responses as professionalism and reliability
Fast isn’t just better. Fast is everything.
What Slows Most Loan Officers Down?
You’re in back-to-back appointments
You’re buried in manual follow-ups
You’re relying on a CRM that doesn’t automate intelligently
You don’t have time to write personalized responses to each new borrower
And while you’re playing catch-up, another lender already made the connection.
How LoanOfficer.ai Solves This
Here’s how our platform keeps you in front — even when you’re busy:
✅ AI-Powered Instant Messaging
As soon as a lead comes in, our AI assistant reaches out with a personalized, friendly message that mimics your tone and style.
✅ Smart Routing and Notifications
You’re alerted in real-time, and if the borrower replies, our AI can continue the conversation or hand it off to you instantly.
✅ Borrower Context Awareness
Our system reads borrower profiles, pre-approval stages, and campaign sources to tailor the right message at the right time.
✅ Follow-Up Built-In
Not only are you fast, but you’re consistent. No more letting leads slip through the cracks — our AI nurtures and escalates until they convert.
Real Results from Real Loan Officers
“Since enabling AI responses, I’ve seen my engagement rate nearly double. I used to lose out to whoever texted first — now I am that person.”
— Jason M., Branch Manager
“LoanOfficer.ai has saved me hours every week. More importantly, I’m closing more loans.”
— Stephanie B., Loan Officer
Be the First. Be the Best.
When a borrower is shopping for a loan, time is trust. With LoanOfficer.ai, you’re not only first — you’re also sharp, consistent, and always one step ahead.
Ready to win more loans by being first every time?
👉 Start Your 14 Day Trial and experience the power of AI-driven speed.
Frequently Asked Questions
What are affiliate courses?
Affiliate courses are online courses that teach you how to become a successful affiliate marketer. Affiliate marketing is a way of earning commissions by promoting other people’s products or services to your audience.
Why should I enroll in affiliate courses?
Affiliate courses are online courses that teach you how to become a successful affiliate marketer. Affiliate marketing is a way of earning commissions by promoting other people’s products or services to your audience.
How do I enroll in affiliate courses?
Affiliate courses are online courses that teach you how to become a successful affiliate marketer. Affiliate marketing is a way of earning commissions by promoting other people’s products or services to your audience.
How much do affiliate courses cost?
Affiliate courses are online courses that teach you how to become a successful affiliate marketer. Affiliate marketing is a way of earning commissions by promoting other people’s products or services to your audience.
What if I have questions or problems during the course?
Affiliate courses are online courses that teach you how to become a successful affiliate marketer. Affiliate marketing is a way of earning commissions by promoting other people’s products or services to your audience.
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