https://loanofficer.ai/success-stories/robert-hart-15-referrals https://loanofficer.ai/__l5e/assets-v1/fc825e75-4ad7-4d9c-8ba2-502e804082fb/robert-hart-poster.jpg How One LO Generated 15 Referrals In 2 Days Using LoanOfficer.AI Robert Hart doubled his agent appointments and generated 15 new leads in only 2 days — without buying leads or working longer hours. https://loanofficer.ai/__l5e/assets-v1/55bdf956-0a73-4111-8807-f2dadc240380/robert-hart-15-referrals.mp4 167 2026-07-14T01:41:42Z https://loanofficer.ai/success-stories/lianne-noel-pipeline-to-control https://loanofficer.ai/__l5e/assets-v1/6cc0ceb0-a4b4-4485-9b90-052db417fccd/lianne-noel-poster.jpg From Pipeline Chaos to Control: How Pioneer Mortgage Started Winning with LoanOfficer.ai Leanna Noel of Pioneer Mortgage Funding shares how her mother-daughter loan team went from constant follow-up chaos to a smooth, predictable system — without working longer hours. https://loanofficer.ai/__l5e/assets-v1/c8c83f0b-dadd-47ff-bc3b-f6f79778e039/lianne-noel-video.mp4 205 2026-07-14T01:51:40Z https://loanofficer.ai/success-stories/reginald-masters-realtor-automation https://loanofficer.ai/__l5e/assets-v1/4484bf9d-82e9-4581-985c-a81b3446673d/reginald-masters-poster.jpg How Reginald Masters Uses AI to Stay Connected With Realtors — Automatically Reginald Masters shares how LoanOfficer.ai automates agent outreach and keeps him consistently in front of the realtors who send him business — without adding hours to his week. https://loanofficer.ai/__l5e/assets-v1/12ce5e49-44aa-4861-8cf5-0ae7d41c0849/reginald-masters-video.mp4 26 2026-07-14T01:56:41Z https://loanofficer.ai/success-stories/sandro-souza-database-reactivation https://loanofficer.ai/__l5e/assets-v1/d62df920-1985-4091-9e2f-6b74d90eaf2d/sandro-souza-poster.jpg Sandro Reactivated Deals During His Onboarding Call With LoanOfficer.ai On his very first day using the platform, Sandro Panisini Souza reactivated several deals that were already sitting in his database — exactly what LoanOfficer.ai is built to do. https://loanofficer.ai/__l5e/assets-v1/8d8ff514-216e-40bf-ba95-c4432a265a1a/sandro-souza-video.mp4 26 2026-07-14T03:28:25Z https://loanofficer.ai/academy/ai/ai-follow-up-upgrade https://loanofficer.ai/academy/thumbnails/ai-follow-up-upgrade.webp New AI Assistant Upgrade — AI Follow-Up A walkthrough of the AI Follow-Up upgrade: how the assistant now runs multi-touch follow-up automatically, respects reply signals, and hands off to a human at the right moment. https://loanofficer.ai/__l5e/assets-v1/cdff26d5-e7b6-4eb9-9913-c6310ce5fee3/ai-followup.mp4 158 2026-07-15T00:00:00.000Z https://loanofficer.ai/academy/property-pulse/automate-property-pulse-opportunities https://loanofficer.ai/academy/thumbnails/automate-property-pulse-opportunities.webp Automate Opportunities With Property Pulse Turn Property Pulse into a hands-off opportunity engine — automatic equity, refi, and rate signals routed to the right campaigns and tasks. https://loanofficer.ai/__l5e/assets-v1/13734ec9-4a65-4592-9983-f914a37387bf/automate-property-pulse-opportunities.mp4 85 2026-07-15T00:00:00.000Z https://loanofficer.ai/academy/lead-generation/scan-database-for-opportunities https://loanofficer.ai/academy/thumbnails/scan-database-for-opportunities.webp How to Scan Your Database for Opportunities A hands-on training that walks through scanning your database to surface refi, equity, and reactivation opportunities you can act on today. https://loanofficer.ai/__l5e/assets-v1/97aa859d-0b39-4c35-8753-ee12fdcfe021/scan-database-opportunities.mp4 110 2026-07-15T00:00:00.000Z https://loanofficer.ai/academy/realtor-partners/ai-win-more-realtor-deals https://loanofficer.ai/academy/thumbnails/ai-win-more-realtor-deals.webp How Loan Officers Use AI to Win More Realtor Deals A deep look at how top loan officers use AI to grow realtor partnerships — automated agent outreach, co-marketing touches, and referral-first nurture. https://loanofficer.ai/__l5e/assets-v1/9b87a5df-34af-420e-b1b8-b07cb771901b/ai-win-realtor-deals.mp4 321 2026-07-15T00:00:00.000Z https://loanofficer.ai/academy/campaigns/campaign-upgrades-database-into-deals https://loanofficer.ai/academy/thumbnails/campaign-upgrades-database-into-deals.webp Campaign Upgrades That Turn Your Database Into Deals A walkthrough of the latest campaign upgrades — smarter triggers, better copy tools, and reply-driven logic that pulls closed loans out of the database you already have. https://loanofficer.ai/__l5e/assets-v1/235131e1-dc2a-4522-8db8-67d1a8a1c1ed/campaign-upgrades-database-deals.mp4 269 2026-07-15T00:00:00.000Z https://loanofficer.ai/academy/crm/customize-crm-view-pipeline https://loanofficer.ai/academy/thumbnails/customize-crm-view-pipeline.webp Customize Your CRM View & Pipeline Reshape the CRM to match how you actually work — customize columns, filters, and pipeline stages so the view shows exactly what you need. https://loanofficer.ai/__l5e/assets-v1/018e6de4-db55-4229-a7a3-1c6b3a1f8a4a/customize-crm-pipeline.mp4 27 2026-07-15T00:00:00.000Z https://loanofficer.ai/academy/ai/ai-decides-not-just-sends https://loanofficer.ai/academy/thumbnails/ai-decides-not-just-sends.webp AI Doesn't Just Send — It Decides Most mortgage AI just fires off templates. LoanOfficer.ai's assistant decides who to reach, when to reach them, and what to say — based on live borrower signals. https://loanofficer.ai/__l5e/assets-v1/ee541d45-322d-4ba8-86b7-e4c92d5a22ee/ai-decides.mp4 62 2026-07-15T00:00:00.000Z https://loanofficer.ai/academy/calling/calling-upgrade https://loanofficer.ai/academy/thumbnails/calling-upgrade.webp We Just Upgraded Calling A quick look at the upgraded calling experience: faster dialing, better call quality, and cleaner logging that ties every call to the right contact. https://loanofficer.ai/__l5e/assets-v1/8f825b35-27c6-4759-b4d0-5ead5063017a/calling-upgrade.mp4 55 2026-07-15T00:00:00.000Z https://loanofficer.ai/academy/crm/coborrower-communication https://loanofficer.ai/academy/thumbnails/coborrower-communication.webp Upgrade: Co-Borrower Communication Loop co-borrowers into every conversation without duplicate work. Texts, emails, and updates reach both applicants — logged against the same file. https://loanofficer.ai/__l5e/assets-v1/bdab6951-4483-4d00-89a8-094972ffab5d/coborrower-communication.mp4 81 2026-07-15T00:00:00.000Z https://loanofficer.ai/academy/marketing/ai-template-creation https://loanofficer.ai/academy/thumbnails/ai-template-creation.webp AI Template Creation Is Now Available Generate mortgage-ready email and SMS templates with AI. Describe what you need in plain English and get a first draft you can polish and send. https://loanofficer.ai/__l5e/assets-v1/eed80bab-f8bd-4d92-8b47-a8e1e02da51b/ai-template-creation.mp4 72 2026-07-15T00:00:00.000Z https://loanofficer.ai/academy/automation/ai-top-of-mind-with-database https://loanofficer.ai/academy/thumbnails/ai-top-of-mind-with-database.webp How Loan Officers Are Using AI to Stay Top of Mind A practical look at how loan officers use LoanOfficer.ai to stay top of mind with every past client and lead in their database — without lifting a finger every week. https://loanofficer.ai/__l5e/assets-v1/d88359cb-8447-4819-9639-01d543d3a37b/ai-top-of-mind-database.mp4 212 2026-07-15T00:00:00.000Z https://loanofficer.ai/academy/marketing/marketing-hub-updates https://loanofficer.ai/academy/thumbnails/marketing-hub-updates.webp Marketing Hub Updates: Analytics, Tracking & AI Templates A tour of the new Marketing Hub — campaign analytics, deeper tracking, and an AI template library that gives you a running start on every message. https://loanofficer.ai/__l5e/assets-v1/aa55280f-b537-4337-9768-4b94609a9eaf/marketing-hub-updates.mp4 139 2026-07-15T00:00:00.000Z https://loanofficer.ai/academy/crm/calendar-booking-features https://loanofficer.ai/academy/thumbnails/calendar-booking-features.webp New Calendar & Booking Features A walkthrough of the new calendar and booking features: smarter availability, cleaner booking pages, and automated reminders that reduce no-shows. https://loanofficer.ai/__l5e/assets-v1/5075efe7-cb87-444c-80ed-6843631eefea/calendar-booking-features.mp4 177 2026-07-15T00:00:00.000Z https://loanofficer.ai/academy/release-notes/help-center-idea-board https://loanofficer.ai/academy/thumbnails/help-center-idea-board.webp New Help Center Idea Board — Vote on Features Meet the new Idea Board inside the LoanOfficer.ai Help Center — submit feature ideas, upvote what matters, and follow along as they ship. https://loanofficer.ai/__l5e/assets-v1/c84061d3-4c4c-4ee6-ab0f-fe01d89fa5ad/help-center-idea-board.mp4 103 2026-07-15T00:00:00.000Z https://loanofficer.ai/academy/websites/live-rate-widget https://loanofficer.ai/academy/thumbnails/live-rate-widget.webp Boost Website Engagement with the Live Rate Widget Drop the Live Rate Widget onto any loan officer website to display real-time mortgage rates and capture more leads from visitors who came looking for rate information. https://loanofficer.ai/__l5e/assets-v1/d955f580-7176-4f42-aef5-7eb0eeb9f20b/live-rate-widget.mp4 91 2026-07-15T00:00:00.000Z https://loanofficer.ai/academy/mobile-app/mobile-app-walkthrough https://loanofficer.ai/academy/thumbnails/mobile-app-walkthrough.webp LoanOfficer.ai Mobile App Walkthrough Full walkthrough of the LoanOfficer.ai mobile app: chats, contacts, marketing, tasks, evergreen, Property Pulse, dialer, and calendar to run your pipeline on the go. https://loanofficer.ai/__l5e/assets-v1/699fb993-5298-42f2-9c02-454948b067f2/mobile-app-walkthrough.mp4 136 2026-07-20T00:00:00.000Z https://loanofficer.ai/academy/calling/power-dialer-walkthrough https://loanofficer.ai/__l5e/assets-v1/f8611afb-2e0e-462d-a6a7-9ea4f32eb73e/power-dialer-tutorial-thumbnail.png Power Dialer Walkthrough in LoanOfficer.ai Launch a Power Dialer session from bulk actions, dial up to three lines, drop AI voicemails with an SMS companion, work the borrower record live, and review Power Dial History. https://loanofficer.ai/__l5e/assets-v1/2a291b51-c28e-4c97-98e4-4859a6866ed0/power-dialer.mp4 160 2026-08-09T00:00:00.000Z https://loanofficer.ai/academy/lead-generation/get-listed-in-the-lo-directory https://loanofficer.ai/__l5e/assets-v1/205840ae-3dd2-4d42-8bee-d8d5cef93a6d/lo-directory-thumbnail.png Get Listed in the LoanOfficer.ai LO Directory Toggle your profile into the Mortgage Central LO Directory for free exposure, appear on the state housing market pages where you are licensed, and let borrowers start a conversation with your AI assistant. https://loanofficer.ai/__l5e/assets-v1/93629dd0-ad2b-4ec4-9959-09581b810236/lo-directory.mp4 87 2026-08-10T00:00:00.000Z https://loanofficer.ai/academy/mobile-app/business-card-scanner https://loanofficer.ai/__l5e/assets-v1/919e5452-3c62-45c8-8d3e-9a5d77c3ad53/business-card-scanner-poster.png Business Card Scanner in the LoanOfficer.ai Mobile App Photograph a business card in the LoanOfficer.ai mobile app and AI extracts the name, phone, email, company, and title to create or update a borrower or partner contact. https://loanofficer.ai/__l5e/assets-v1/68f85a5c-ac11-4d71-84b7-5b22ccf1daa7/business-card-scanner.mp4 28 2026-08-03T00:00:00.000Z https://loanofficer.ai/academy/campaigns/view-active-campaign-leads https://loanofficer.ai/academy/thumbnails/view-active-campaign-leads.webp How to View Active Leads in Your Campaigns A short walkthrough of the campaign detail view: see every active lead, understand where each one is in the sequence, and take the next step without leaving the page. https://loanofficer.ai/__l5e/assets-v1/9b832150-5b67-4992-9c2a-abe2aa2fba20/active-leads.mp4 35 2026-07-15T00:00:00.000Z https://loanofficer.ai/academy/crm/recurring-tasks-and-events https://loanofficer.ai/academy/thumbnails/recurring-tasks-and-events.webp How to Create Recurring Tasks & Events Set up recurring tasks and calendar events so weekly check-ins, monthly touches, and annual reviews happen without you having to remember them. https://loanofficer.ai/__l5e/assets-v1/32a7dae6-3e84-446c-a57a-04450fdb5053/recurring-tasks.mp4 49 2026-07-15T00:00:00.000Z https://loanofficer.ai/academy/borrower-journey/more-ways-to-connect-with-borrowers https://loanofficer.ai/academy/thumbnails/more-ways-to-connect-with-borrowers.webp More Ways to Connect with Your Borrowers A quick tour of the channels and touchpoints inside LoanOfficer.ai that keep borrowers engaged from application through close — and beyond. https://loanofficer.ai/__l5e/assets-v1/494a5713-068c-4c1b-b501-d8e4b965cec8/connect-borrowers.mp4 39 2026-07-15T00:00:00.000Z https://loanofficer.ai/academy/getting-started/what-is-loanofficer-ai https://loanofficer.ai/academy/thumbnails/what-is-loanofficer-ai.webp What Is LoanOfficer.ai? A guided tour of LoanOfficer.ai — the AI assistant, mortgage CRM, Property Pulse, campaigns, and calling tools that work together to help loan officers convert more leads and close more loans. https://loanofficer.ai/__l5e/assets-v1/103befee-c897-4e79-820a-4029a8542e1b/what-is-loanofficer-ai.mp4 94 2026-07-15T00:00:00.000Z https://loanofficer.ai/academy/ai/set-up-your-ai-assistant https://loanofficer.ai/academy/thumbnails/set-up-your-ai-assistant.webp How to Set Up Your AI Assistant Configure the LoanOfficer.ai AI assistant end-to-end: greeting, personality, instructions, appointment rules, and when to hand off to a human. https://loanofficer.ai/__l5e/assets-v1/f5c1bebf-0605-4e65-bf72-47957bd8df93/set-up-ai-assistant.mp4 194 2026-07-15T00:00:00.000Z https://loanofficer.ai/academy/getting-started/loanofficer-ai-demo-all-in-one-platform https://loanofficer.ai/academy/thumbnails/loanofficer-ai-demo-all-in-one-platform.webp LoanOfficer.ai Demo — The All-in-One Mortgage Growth Platform A complete walkthrough of the LoanOfficer.ai platform — AI assistant, mortgage CRM, Property Pulse, campaigns, websites, and the power dialer working together in one system. https://loanofficer.ai/__l5e/assets-v1/2673ad58-164d-4e0c-ae48-47351a284a37/loanofficer-ai-demo-platform.mp4 787 2026-07-15T00:00:00.000Z https://loanofficer.ai/academy/getting-started/getting-started-ai-settings https://loanofficer.ai/academy/thumbnails/getting-started-ai-settings.webp Getting Started with LoanOfficer.ai — AI Settings Walk through the core AI settings that shape how your assistant answers leads, sets appointments, and hands off to you. https://loanofficer.ai/__l5e/assets-v1/7c00ae9a-3f37-421a-94e4-d873cc0e732d/getting-started-ai-settings.mp4 95 2026-07-15T00:00:00.000Z https://loanofficer.ai/academy/getting-started/getting-started-campaigns-marketing-integrations https://loanofficer.ai/academy/thumbnails/getting-started-campaigns-marketing-integrations.webp Getting Started — Campaigns, Marketing & Integrations Configure campaigns, marketing basics, and the integrations that keep leads and status flowing between your tools. https://loanofficer.ai/__l5e/assets-v1/c862322a-f671-401c-8c34-6eb00cd85fee/getting-started-campaigns-marketing-integrations.mp4 207 2026-07-15T00:00:00.000Z https://loanofficer.ai/academy/getting-started/getting-started-bulk-upload-actions https://loanofficer.ai/academy/thumbnails/getting-started-bulk-upload-actions.webp Getting Started — Bulk Upload & Bulk Actions Import contacts in bulk and run mass actions like tagging, campaign enrollment, and status updates without touching each record. https://loanofficer.ai/__l5e/assets-v1/3e95c204-6024-442a-b685-0215d71ac1ce/getting-started-bulk-upload-actions.mp4 270 2026-07-15T00:00:00.000Z https://loanofficer.ai/academy/campaigns/create-evergreen-campaign-videos https://loanofficer.ai/academy/thumbnails/create-evergreen-campaign-videos.webp How to Create Evergreen Campaign Videos A hands-on walkthrough of building evergreen campaign videos: record once, load them into your campaigns, and let the AI keep your database warm month after month. https://loanofficer.ai/__l5e/assets-v1/47da3b51-0164-43e2-885f-2c4505be127a/evergreen-campaign-setup.mp4 159 2026-07-15T00:00:00.000Z https://loanofficer.ai/academy/crm/lead-scoring-and-engagement-insights https://loanofficer.ai/__l5e/assets-v1/f78002a8-db34-4036-9a6b-0870d6503107/lead-scoring-insights-poster.png New: Lead Scoring & Engagement Insights See how LoanOfficer.ai scores every lead and partner from real engagement — meetings, calls, SMS replies, email opens — and how to add the score to your CRM columns. https://loanofficer.ai/__l5e/assets-v1/88acf8d4-7518-4114-aada-ef8c3a5954e1/lead-scoring-insights.mp4 58 2026-08-12T00:00:00.000Z https://loanofficer.ai/academy/crm/team-tagging-landline-filters-attachments https://loanofficer.ai/__l5e/assets-v1/95a8e2d0-93ba-4e18-87ce-85b98587d16c/team-tagging-landlines-attachments-poster.png New: Team Tagging, Landlines & Attachments Three new LoanOfficer.ai releases: tag teammates in Notes with @, filter contacts by landline phone numbers, and download attachments from email or SMS conversations. https://loanofficer.ai/__l5e/assets-v1/e9a10f24-fd6e-4db5-a085-0a61a9d73ed8/team-tagging-landlines-attachments.mp4 60 2026-08-13T00:00:00.000Z https://loanofficer.ai/academy/integrations/connect-sendgrid https://loanofficer.ai/__l5e/assets-v1/0b6ca519-7cd9-45d9-b9a3-70cd44cef3e6/connect-sendgrid-poster.png Connect SendGrid to LoanOfficer.ai (SMTP) Step-by-step training: connect SendGrid to LoanOfficer.ai with SMTP relay — API key, smtp.sendgrid.net, ports 25/587/465 — and send from your own domain. https://loanofficer.ai/__l5e/assets-v1/a9e317fa-162a-433c-8c95-f46f4262b9f3/connect-sendgrid.mp4 147 2026-08-18T00:00:00.000Z https://loanofficer.ai/academy/ai/ai-assistant-upgrade https://loanofficer.ai/__l5e/assets-v1/9fd30711-cc01-49c8-bc22-73413d55799b/ai-assistant-upgrade-poster.png AI Assistant Upgrade: Settings, Guardrails & Ask Anything Walkthrough of the LoanOfficer.ai AI assistant upgrade: rebuilt settings, day-by-day scheduling, follow-up rules, AI production coach, sandbox mode, six always-on guardrails, and the Ask Anything assistant. https://loanofficer.ai/__l5e/assets-v1/1ba61906-d492-414e-be50-69e387576ece/ai-assistant-upgrade.mp4 112 2026-08-31T00:00:00.000Z https://loanofficer.ai/academy/crm/voice-to-text-dictation https://loanofficer.ai/__l5e/assets-v1/7f01a170-0dd6-411b-b80c-19ff2398d26f/voice-dictation-poster.png Voice-to-Text Dictation in Conversations Walkthrough of voice-to-text dictation in LoanOfficer.ai Conversations: click the microphone in the email or SMS composer and speak your borrower reply while the CRM types it for you. https://loanofficer.ai/__l5e/assets-v1/037eddd0-c4d8-448f-add1-bafd6639b936/voice-dictation.mp4 49 2026-09-01T00:00:00.000Z https://loanofficer.ai/academy/ai/delayed-reply-and-ai-handoff https://loanofficer.ai/__l5e/assets-v1/af3d8f32-c161-4245-b16a-6795d88a2ba0/delayed-reply-poster.png Delayed Reply and AI Handoff in Assistant Settings Walkthrough of the LoanOfficer.ai delayed reply setting (15 seconds to three minutes) and automatic AI handoff, which turns the assistant off when you start typing and reactivates it on your chosen window. https://loanofficer.ai/__l5e/assets-v1/65496b91-242d-4405-8e8f-a62656657d81/delayed-reply-ai-handoff.mp4 108 2026-09-09T00:00:00.000Z