Respond to every mortgage lead in seconds.
LoanOfficerAssistant.ai plugs into your CRM and automatically texts, emails, and calls every new lead the moment it lands — with the first message personalized using real property data.
- Works with your current CRM
- SMS, email, and voice outreach
- Property-aware first touch
- Loan officer stays in control
Leads go cold fast.
Loan officers don't lose leads because they don't care. They lose them because leads arrive at all hours, follow-up breaks down across calls, texts, emails, and CRM tasks — and generic autoresponders don't create real engagement.
A lead comes in while you're on a call
By the time you've wrapped up, two other LOs have already texted them. Speed-to-lead silently decides who wins the deal.
First response is delayed or generic
An autoresponder doesn't start a conversation. Borrowers can tell when the first touch isn't personal — and they tune out.
Follow-up fades after one or two touches
Days get busy, the queue gets long, and a lead that needed three more nudges quietly goes cold.
From new lead to live conversation, automatically.
- 01
Connect your CRM
We sit on top of the CRM you already use — no migration, no replatform. If there's an API, we plug in.
- 02
Enrich the lead with property context
Public property data lands alongside the lead the second it's created. Value, beds, year built, taxes — ready for the first message.
- 03
Launch SMS, email, and voice in seconds
A coordinated multi-channel sequence kicks off automatically. The first touch references the property — not a generic greeting.
- 04
Hand off when the lead is ready
The assistant manages the back-and-forth. The moment the lead is qualified or asks to talk, it's in your inbox — with context.
New lead created in CRM
Sarah K. · 412 Magnolia Dr, Austin TX
Property context enriched
Est. value
$612K
Beds / Baths
4 / 2.5
Year built
2014
SMS sent
Hi Sarah — saw you're looking at the 4-bed on Magnolia. Quick question: are you targeting a 30-year fixed or open to a 7/1 ARM on a place around $612K?Email sent
· Property brief + next stepVoice call queued
· in 3 minReply received
30-year fixed. Can we talk today?Handed off to loan officer
412 Magnolia Dr · Austin, TX
Lot
0.21 ac
Sq ft
2,840
Last sold
2019
Tax / yr
$8,920
An outreach engine sitting on top of your CRM.
Speed to lead without hiring more people
Every new lead gets a real first touch in seconds — at 9am, at midnight, while you're on a call. No queue, no missed window.
Property-aware first outreach
The opening message uses real public data on the lead's property — so it lands like a conversation, not an autoresponder.
One assistant across SMS, email, and voice
Coordinated multi-channel follow-up out of one playbook — no double-texting, no thread that goes silent because someone forgot to email back.
Keep your CRM
This isn't a CRM replacement. We sit on top of what your team already runs in — Bonzo, HubSpot, Surefire, Salesforce, anything with API access.
The loan officer stays in control
The assistant opens and manages outreach. You step in whenever you want — and you decide when it hands the conversation back.
Built from a real workflow
Not a speculative AI concept. This is a working in-market system, with active internal demand already lined up.
Built for the way loan officers actually work.
Solo LOs roll it out in a day. Branches roll it out across the team without touching the CRM stack underneath.
- No CRM migration
- Faster lead response
- Better follow-up consistency
- Immediate operational value
- Easy branch-level rollout
- Clear, simple ROI
Built from a real loan officer follow-up system with active demand already coming from inside a live organization.
In-market traction
Working today inside a live mortgage team
Simple, flat pricing.
One predictable monthly fee per assistant. No per-call charges, no per-message gotchas, no surprises.
Solo LO
One assistant, fully white-labeled to you.
- Voice, SMS & email from your CRM
- Property-aware quoting
- Hot-leads board & cadence controls
- Chat with your assistant any time
- Email support
Team
Up to 5 assistants under one command center.
- Everything in Solo
- Up to 5 assistants
- Shared hot-leads queue
- Per-LO voice & cadence tuning
- Priority onboarding (48h)
Brokerage
Fleet for the whole shop, fully managed.
- Everything in Team
- Unlimited assistants
- Branded for every LO
- Dedicated success manager
- Compliance & SSO
If speed to lead matters, this should already be running.
LoanOfficerAssistant.ai helps loan officers contact every lead faster, follow up more consistently, and start better conversations from the first message.
Solo loan officer
Live on your own pipeline in days, not months.
Branch / team
Roll out across LOs without touching your CRM stack.
Prefer email? hello@loanofficerassistant.ai