Evidence-based reports on AI adoption, lead response times, refinance trends, and productivity for mortgage professionals. Fresh data, sourced insights.
Original research and industry data on AI adoption, loan officer productivity, and mortgage technology.
All reports
2026 AI in Mortgage Industry Report — Comprehensive 2026 research on artificial intelligence in mortgage: adoption, productivity benchmarks, marketing use cases, risks, and outlook.
Mortgage Follow-Up Benchmark — Response-time and follow-up cadence benchmarks for mortgage lead conversion — SMS, email, phone, and appointment rates from the LoanOfficer.ai research team.
Loan Officer Productivity Report — How top-producing loan officers spend their week, the technology stack they run, and the habits that separate top-quintile production from the median.
Mortgage Marketing Benchmark — Channel-by-channel benchmarks for mortgage marketing: SEO, paid, social, email, SMS, video, and referral. What is working, what is not.
Realtor Referral Report — Fresh research on what real estate agents expect from mortgage partners — communication, technology, co-marketing.
Mortgage CRM Industry Report — How the mortgage CRM category has evolved, where AI is changing the feature set, integration realities, compliance considerations, and outlook for buyers in 2026.
Mortgage Consumer Communication Study — How borrowers want to hear from their loan officer in 2026 — channel preferences, response-time expectations, trust drivers, and where AI is welcome.
Database Reactivation Study — How much production is sitting inside the average loan officer's database — refinance, equity, PMI, life-event — and the playbook for reactivating it.
Refinance Opportunity Report — Where refinance opportunity currently exists — by vintage, product, and equity — and how loan officers should stage their outreach when rates move.
Mortgage Technology Adoption Report — How mortgage teams are adopting new technology — POS, CRM, AI, e-close — where projects succeed, where they stall, and what predicts sticking power.