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Average Ratings 0 Ratings

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features
design
support

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Write a Review

Description

LoanOfficer.ai serves as a cloud-based mortgage CRM tailored for individual loan officers, mortgage brokers, and lending teams. It integrates contact and pipeline management for both borrowers and referral partners, enhanced by AI-driven lead responses, appointment scheduling, and automated email and SMS outreach. This platform allows teams to synchronize borrower information, loan progress, and significant milestones with various loan origination systems, while also connecting calendars and lead sources to streamline follow-up around critical loan events. Additionally, it features calling and power-dialer workflows, mortgage calculators, and Property Pulse tools that aid in generating property-value and equity reports, as well as identifying potential refinancing or HELOC opportunities within a contact database. For on-the-go access, an iOS app facilitates borrower and pipeline management workflows. LoanOfficer.ai also emphasizes lead acquisition and nurturing, borrower communication updates, and engagement with referral partners, ensuring a comprehensive approach to mortgage management. This holistic platform ultimately aims to enhance productivity and efficiency within the mortgage lending process.

Description

Touchless® by Tavant is a digital lending platform that leverages AI to automate mortgage processing and underwriting workflows. It replaces manual processes with intelligent automation across areas such as document classification, credit analysis, and income verification. The platform improves efficiency by reducing errors and speeding up loan approvals. With advanced decisioning capabilities, it analyzes multiple data sources and guidelines to deliver accurate lending outcomes. Touchless® enables lenders to process more applications in less time while lowering operational costs. It also enhances the borrower experience by reducing delays and minimizing the need for in-person interactions. The platform supports faster clear-to-close timelines, improving overall productivity. By increasing underwriting capacity, it allows financial institutions to scale operations effectively. Its automation capabilities help reduce risks associated with manual data handling. Overall, Touchless® transforms traditional lending into a faster, more efficient, and data-driven process.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

No images available

Screenshots View All

Integrations

ARIVE Yes 
Encompass Yes 
LendingPad Yes 
Zapier Yes 

Integrations

ARIVE No 
Encompass No 
LendingPad No 
Zapier No 

Pricing Details

$197/month
$197/month for 2 seats, $397/month for 5 seats, or $697/month for 10 seats. A one-time $299 onboarding fee applies. A 14-day trial is available for $1.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

LoanOfficer.ai

Founded

2020

Country

United States

Website

loanofficer.ai

Vendor Details

Company Name

Tavant

Founded

2000

Country

United States

Website

tavant.com/products/touchless-lending-automation/

Product Features

CRM

Calendar/Reminder System No 
Call Logging No 
Document Storage No 
Email Marketing No 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access No 
Quotes / Proposals No 
Segmentation No 
Social Media Integration No 
Task Management No 
Territory Management No 

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 

Product Features

Commercial Loan

Asset Management No 
Audit Trail No 
Complex Debt Structures No 
Dashboard No 
Document Management No 
Exposure Management No 
Lead Management No 
Pipeline Management No 
Risk Management No 
Trend Analysis No 

Loan Origination

Amortization Schedule No 
Audit Trail No 
Closing Documents No 
Compliance Management No 
Customer Database No 
Digital Signature No 
Document Management No 
Fee Management No 
Loan Processing No 
Online Application No 

Loan Servicing

Accounting Management No 
Amortization Schedule No 
Application Management No 
Auto Loans No 
Automatic Funds Distribution No 
Business Loans No 
Collateral Tracking No 
Collections Management No 
Compliance Management No 
Construction Loans No 
Customer Database No 
Fee Management No 
Investor Management No 
Loan Processing No 
Student Loans No 

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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