Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
Telemetry BI, a cloud-based, turnkey platform for mortgage business intelligence and analysis, is called Telemetry BI. It is the first mortgage lending solution to integrate financial and operational data from your loan origination software and accounting system. This unique approach gives mortgage lenders a complete view into their business via interactive dashboards and standard-of-practice mortgage KPIs. It also provides branch-level P&L reports and more.
Automated production, branch and financial reporting can be leveraged to existing mortgage accounting software and loan origination software. Telemetry BI provides easy access and reporting for all types of mortgage lending institutions. Reports include best-practice metrics such as P&Ls and cost-per-loan. Balance sheets, forecasts, and many other information.
API Access
Has API
Yes
API Access
Has API
No
Screenshots View All
No images available
Integrations
Encompass
Yes
AMB
No
ARIVE
Yes
LendingPad
Yes
Nami ML
No
QuickBooks Accountants
No
Zapier
Yes
Integrations
Encompass
Yes
AMB
Yes
ARIVE
No
LendingPad
No
Nami ML
Yes
QuickBooks Accountants
Yes
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
Yes
Webinars
Yes
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
5X Solutions
Website
www.5XSolutions.com
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
Mortgage and Loans
Amortization Schedule
No
Client Database
Yes
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
Yes
Loan Servicing
Yes
Pipeline Management
Yes
Pre-Qualification
No
Refinance Management
Yes
Residential Mortgages
Yes