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Average Ratings 0 Ratings

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features
design
support

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Write a Review

Description

Tavant’s Touchless Lending® LO.ai combines generative AI and advanced automation to optimize mortgage lending by empowering loan officers and borrowers alike. The platform automates routine workflows, reducing expenses and pipeline losses, while providing loan officers with AI-driven coaching to improve communication and conversion rates. LO.ai captures live conversation transcripts and personalizes borrower engagement using dynamic data summaries and interactive financial tools such as calculators and knowledge artifacts. Borrowers enjoy a seamless, secure mobile experience, including OTP verification and easy access to educational content that demystifies lending processes. The system supports touchless interactions that simplify document submission and data capture, enhancing speed and convenience. Designed to integrate with existing lending operations, LO.ai delivers a streamlined journey from application to loan closure. The platform’s focus on compliance ensures responsible AI usage in highly regulated financial environments. By improving both sides of the loan process, Tavant’s solution drives higher conversion and satisfaction rates.

Description

Understand your customers' current positions in their journey and identify their next steps to secure lifelong borrowers. Sales Boomerang delivers vital borrower insights to numerous top-tier lenders across the industry spectrum. Our software as a service platform streamlines the process of generating qualified leads within your existing CRM while also monetizing the valuable data housed therein. This innovative tool transforms your mortgage lending operation into a hub of customer success by ensuring your team is strategically positioned to engage at optimal moments. By leveraging extensive data and advanced machine learning, Sales Boomerang sends loan officers timely automated notifications regarding significant events like mortgage inquiries, credit score changes, increased equity, and other critical life milestones. Furthermore, this solution integrates customer analytics with engagement automation and borrower intelligence, guaranteeing that your teams connect with customers at precisely the right moments throughout their journey. In doing so, it fosters deeper relationships and enhances overall customer satisfaction.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

No images available

Screenshots View All

Integrations

BNTouch Mortgage CRM No 
Cimmaron Mortgage Manager No 
HubSpot CRM No 
HubSpot Customer Platform No 
Jornaya No 
LeadMailbox No 
Loangility No 
Mortgage iQ No 
Nomis Solutions No 
Salesforce No 
Sugar Connect No 
TrustEngine No 
Usherpa No 
Velocify No 
Volly No 

Integrations

BNTouch Mortgage CRM Yes 
Cimmaron Mortgage Manager Yes 
HubSpot CRM Yes 
HubSpot Customer Platform Yes 
Jornaya Yes 
LeadMailbox Yes 
Loangility Yes 
Mortgage iQ Yes 
Nomis Solutions Yes 
Salesforce Yes 
Sugar Connect Yes 
TrustEngine Yes 
Usherpa Yes 
Velocify Yes 
Volly Yes 

Pricing Details

$5000
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
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 No 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs No 
Webinars Yes 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs No 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Tavant

Founded

2001

Country

United States

Website

tavant.com/products/lo.ai/

Vendor Details

Company Name

TrustEngine

Founded

2022

Country

United States

Website

trustengine.com/sales-boomerang/

Product Features

Product Features

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 

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