LoanOfficer.ai

AI mortgage CRM that auto-responds to leads in 60 seconds and manages the full loan lifecycle.

Sell & Close DealsCRM & pipeline managementEmail marketingConnect apps

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About

• AI lead response in under 60 seconds via SMS, email, and voice — 24/7, with AI appointment booking and a 3-line power dialer built in. • Property Pulse monitors every borrower's equity, rate, and value to surface refi, HELOC, and PMI-drop opportunities automatically. • Native LOS integrations with Encompass, Arive, LendingPad, and Byte keep borrower data in sync without re-keying. LoanOfficer.ai is a mortgage-specific CRM that replaces standalone dialers, marketing tools, and generic CRMs with one platform tailored to loan officers. It handles the full borrower lifecycle — from instant AI lead qualification through post-close retention — while also managing realtor referral partner recruitment and engagement, compliance tracking, and AI-generated content for SEO and social media.

Who it's for

AI CRM for mortgage loan officers

Price

Three published tiers: Starter $197/mo (2 seats), Team $397/mo (5 seats), Brokerage $697/mo (10 seats), plus custom Enterprise. A 14-day trial is offered; there is no free plan. All plans require a one-time $299 setup fee.

AI level

Intermediate

Key features

AI lead follow-up <60 secondsPower dialer (3-line)Rate-drop & refi alertsProperty equity monitoringLOS sync (Encompass, Arive)AI appointment schedulingMortgage marketing automationBranded loan officer websites

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