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Average Ratings 0 Ratings

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features
design
support

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Write a Review

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.

Description

QuickQual, a custom-branded Mortgage Calculator, is sent by loan officers to borrowers via text message directly from their loan origination system. QuickQual can be created in just 30 seconds. Borrowers are able to run payment and closing cost scenarios, and can issue pre-qualification letters or pre-approval letters according to the parameters set by the loan officer. Your Real Estate Agent Partners will have access via their portal to log in and view all clients they have given them. A realtor can quickly generate pre-approval letters and mortgage pre-qualification letters. These letters can be property, down payment, or purchase price specific. All within the limits the loan officer has already established. Imagine how powerful this can be in a multi-offer scenario! QuickQual is loved by both agents and borrowers. QuickQual is a favorite of independent mortgage brokers, banks, credit unions, and brokers.

API Access

Has API Yes 

API Access

Has API Yes 

Screenshots View All

No images available

Screenshots View All

Integrations

Encompass Yes 
ARIVE Yes 
Calyx Point No 
LendingPad Yes 
Zapier Yes 

Integrations

Encompass Yes 
ARIVE No 
Calyx Point Yes 
LendingPad No 
Zapier No 

Pricing Details

$197/month
$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 

Pricing Details

Pricing is based on the number of Loan Officers that are in your organization.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App No 
Windows No 
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 Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

LoanOfficer.ai

Founded

2020

Country

United States

Website

loanofficer.ai

Vendor Details

Company Name

LenderLogix

Founded

2016

Country

United States

Website

www.lenderlogix.com

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 

Product Features

Mortgage and Loans

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

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