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LoanOfficer.ai
Mortgage CRM whose AI Receptionist answers calls, chats, texts and emails in 60 seconds, asks loan-type questions, books the LO's calendar and texts a summary.
| What the AI does | AI Receptionist, AI Follow-Up, AI Speed to Lead, AI Appointment Scheduling, AI Loan Applications, Refi & HELOC Detection |
|---|---|
| Who it serves | Independent loan officers, Mortgage teams, Mortgage broker shops |
| Starting price | $197/mo (2 seats) + $299 one-time setup; Team $397/mo (5 seats); Brokerage $697/mo (10 seats) |
| Pricing model | Per month flat |
| Free trial | Yes |
| Best fit | Solo LO, Broker shop |
| Category | Mortgage CRM & Platforms with AI |
| Works with | Google Calendar, Outlook, Zillow, LendingTree |
| Compliance | Posted on the vendor's site: TCPA guidelines statement with consent tracking and automatic opt-out; no SOC 2 named. |
| Checked | 2026-10-31, against the vendor's own page |
Good to know
LoanOfficer.ai bundles its AI Receptionist into a mortgage CRM built for solo loan officers, teams and brokerages: the receptionist answers calls, chats, texts and emails within about a minute, asks loan-type and timeline questions, books the LO's calendar and texts a summary, with AI Follow-Up, AI Loan Applications and Refi and HELOC Detection alongside. Plans start at $197/mo for two seats plus a $299 one-time setup that covers LOS, lead-provider and calendar connections; Team is $397/mo for five seats and Brokerage $697/mo for ten, with a 14-day $1 trial.
The vendor posts that all AI communications follow TCPA guidelines with built-in consent tracking, compliant templates and automatic opt-out handling; no SOC 2 is named. Google Calendar, Outlook, Zillow and LendingTree are named connections.
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