Loan Officer Assistant pricing
One assistant per loan officer. One flat monthly price.
Every assistant runs on its own dedicated server, with its own CRM connection, its own voice, and its own memory. Spend caps are set by you.
Loan Officer
A single LO who wants every lead worked.
- Texting, voice & email inside your CRM
- Live lender pricing and quote pages
- Quote Engine, auto-build & Mass Quotes
- Pre-approvals, 1003/MISMO & credit report reader
- Command Center & Telegram
Team
Producing teams and branches. Up to 5 assistants.
- Everything in Loan Officer
- Up to 5 assistants
- Shared hot-leads queue
- Per-LO voice & cadence tuning
- Priority onboarding
Organization
Divisions and enterprise rollouts.
- Everything in Team
- Dedicated assistant per officer
- Your own CRM connection, voice & memory
- Dedicated success manager
- Org-level reporting & compliance review
Included in every plan: A dedicated server per officer · CRM integration · Daily lender sheet pulls · 56 lenders’ guidelines · Plain-English rules · Approve-first mode · The 30+ check send gate · Audit log of every message
Set a daily spending cap in the Command Center. Contact us to confirm setup, contract terms, and how messaging, property-record lookups, and model usage are billed.
Start with one LO. Add assistants any time.
One dedicated assistant, one CRM connection, your own voice and memory. Talk to us about your team’s setup and usage before launch.
Book a 15-minute walkthrough