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Average Ratings 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

No User Reviews. Be the first to provide a review:

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Description

The software streamlines the creation and printing of HUD-1 and HUD-1A RESPA Settlement Statement forms, performing all necessary calculations such as tax prorations, interest assessments, recording fees, loan discounts, aggregate escrow adjustments, and more. As data is input, all figures are updated in real-time, ensuring accuracy and efficiency. A closing disclosure consists of five pages that detail the final terms of the selected mortgage, including loan specifics, estimated monthly payments, and the total fees associated with obtaining the mortgage. Our automated software expedites the preparation of this closing disclosure, recognizing the importance of your time. It also facilitates the transfer of common information across various forms, which helps eliminate repetitive data entry. You can produce professional, federally compliant closing documents that are laser-quality printed or easily converted to PDF format, enhancing both the appearance and functionality of your documentation. By using this software, you can focus more on your clients and less on paperwork.

Description

LoanOfficer.ai serves as a cloud-based mortgage CRM tailored for individual loan officers, mortgage brokers, and lending teams. It integrates contact and pipeline management for both borrowers and referral partners, enhanced by AI-driven lead responses, appointment scheduling, and automated email and SMS outreach. This platform allows teams to synchronize borrower information, loan progress, and significant milestones with various loan origination systems, while also connecting calendars and lead sources to streamline follow-up around critical loan events. Additionally, it features calling and power-dialer workflows, mortgage calculators, and Property Pulse tools that aid in generating property-value and equity reports, as well as identifying potential refinancing or HELOC opportunities within a contact database. For on-the-go access, an iOS app facilitates borrower and pipeline management workflows. LoanOfficer.ai also emphasizes lead acquisition and nurturing, borrower communication updates, and engagement with referral partners, ensuring a comprehensive approach to mortgage management. This holistic platform ultimately aims to enhance productivity and efficiency within the mortgage lending process.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

No images available

Integrations

ARIVE No 
Encompass No 
LendingPad No 
Zapier No 

Integrations

ARIVE Yes 
Encompass Yes 
LendingPad Yes 
Zapier Yes 

Pricing Details

$99 per year
Free Trial No 
Free Version No 

Pricing Details

$197/mo for 2 seats
$197/month for 2 seats, $397/month for 5 seats, or $697/month for 10 seats. A one-time $299 onboarding fee applies. A 14-day trial is available for $1.
Free Trial No 
Free Version No 

Deployment

Web-Based No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

National Software

Country

United States

Website

www.lawfirmsoftware.com

Vendor Details

Company Name

LoanOfficer.ai

Founded

2020

Country

United States

Website

loanofficer.ai

Product Features

Bankruptcy

Bankruptcy Case Management No 
Calculators No 
Calendar Management No 
Client Management No 
Critical Date Alerts No 
Document Management No 
Electronic Filing No 
Exemption Management No 
Forms Automation No 
Legal Forms Library Yes 
Task Management No 
Time Tracking No 

Product Features

CRM

Calendar/Reminder System No 
Call Logging No 
Document Storage No 
Email Marketing No 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access No 
Quotes / Proposals No 
Segmentation No 
Social Media Integration No 
Task Management No 
Territory Management No 

Mortgage and Loans

Amortization Schedule No 
Client Database No 
Closing Documents No 
Commercial Mortgages No 
Contact Management No 
Credit Reporting No 
Customer Statements No 
Document Management No 
Electronic Applications No 
Government Loans No 
Loan Origination No 
Loan Servicing No 
Pipeline Management No 
Pre-Qualification No 
Refinance Management No 
Residential Mortgages No 

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