LoanOfficer.ai
LoanOfficer.ai: A mortgage-focused CRM that pairs AI lead follow-up with borrower, referral, and pipeline tools. Ranked #24 of 29 in Mortgage CRM Software by our editors (6.3/10); pricing: From $197/mo · 14-day trial; best for mortgage teams prioritizing AI-led lead conversion.
At a glance
- Editor score6.3 / 10
- PricingFrom $197/mo · 14-day trial
- Best forMortgage teams prioritizing AI-led lead conversion
- Free planNo
- Paid from$197/mo
- Borrower managementYes
- Facts checked20 Sep 2026
Where it wins
- Combines borrower, referral-partner, and loan pipeline management
- AI lead response and qualification plus email and SMS campaigns
- LOS integrations, mobile apps, and compliance and consent controls
Where it doesn't
- Starter begins at $197 per month, a substantial entry cost
- The listed paid plans share the same feature highlights
- Mortgage-specific focus may not suit teams seeking a general CRM
Our verdict on LoanOfficer.ai
LoanOfficer.ai is a mortgage-focused CRM for loan officers, brokers, teams, and brokerages. It brings borrower and contact records together with referral-partner relationships and mortgage pipeline tracking, with tools for engagement from application through post-close retention. AI lead response and qualification are central to its positioning, alongside appointment scheduling, automated email and SMS campaigns, and a power dialer. That combination makes it relevant to teams looking to coordinate mortgage follow-up and relationship management in one system rather than use a general-purpose CRM.
The published monthly plans are Starter at $197, Team at $397, and Brokerage at $697. Each lists an AI assistant, smart CRM and pipeline, marketing automation, smart dialer and SMS, and LOS integrations. Enterprise is also listed, though its price is not shown here. A 14-day trial is available, with no free plan. The shared highlights make the higher-priced tiers difficult to distinguish on the listed features alone, so buyers should compare plan scope before choosing. The monthly entry price may be a poor fit for individuals or teams seeking a lower-cost starting point.
Its fit extends beyond lead follow-up: rate monitoring and refinance opportunity detection, property and equity monitoring, and LOS milestone synchronization support ongoing borrower engagement. Listed integrations include Arive, LendingPad, Byte, Encompass, Zapier, Google Calendar, Outlook, Meta Lead Ads, Zillow, and LendingTree; web, iOS, Android, and API access are supported. Compliance and consent controls are also part of the feature set. Choose LoanOfficer.ai if mortgage-specific workflows, AI qualification, and referral management matter together. Teams needing a broad non-mortgage CRM or a clearly differentiated lower-cost tier may prefer to compare alternatives.
Your product? Our editors can test LoanOfficer.ai in depth and publish a review, labelled as paid · from $99/mo →
LoanOfficer.ai pricing
All 4 LoanOfficer.ai plans and prices →
LoanOfficer.ai fact sheet
| Free plan | No |
|---|---|
| Paid from | $197/mo |
| Borrower management | Yes |
| Referral partner management | Yes |
| Loan pipeline tracking | Yes |
| Marketing automation | Yes |
| Compliance workflows | Yes |
| SMS automation | Yes |
| Mobile app | Yes |
| Free trial | 14 days |
| Deployment | Cloud, Mobile |
| Platforms | Web, iOS, Android |
| Support | Email, Tickets, Docs |
| Built for | Solo, Small business, Mid-market, Enterprise (editorial estimate) |
| Integrations | 5,000+ integrations: Arive, LendingPad, Byte, Encompass, Zapier, Google Calendar … See all → |
| Pricing | From $197/mo · 14-day trial (source) |
| Website | loanofficer.ai |
| Facts checked | 20 Sep 2026 |
LoanOfficer.ai integrations
LoanOfficer.ai lists 5,000+ integrations on its own site — the 11 named here are the ones its pages call out.
- Arive
- LendingPad
- Byte
- Encompass
- Zapier
- Google Calendar
- Outlook
- Meta Lead Ads
- Zillow
- LendingTree
- REST API
See all LoanOfficer.ai integrations →
Alternatives to LoanOfficer.ai
- Surefire CRMA mortgage-focused CRM built around milestone outreach, compliance, and post-close marketing.9.1
- Total ExpertA broad mortgage CRM with a free tier and a focused $100-per-user Premium plan.8.8
- ShapeA full-service mortgage CRM covering borrowers, pipelines, referrals, marketing, and mobile work.8.7
See all LoanOfficer.ai alternatives →
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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