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LoanOfficer.ai
What LoanOfficer.ai is
LoanOfficer.ai is software for managing borrower relationships, referral partners, loan pipelines, and lending-related marketing and compliance workflows. Its listed capabilities include borrower management, referral partner management, loan pipeline tracking, marketing automation, compliance workflows, and SMS automation. A mobile app is available, and the platform supports Android, iOS, and web. LoanOfficer.ai offers Starter, Team, and Brokerage plans, each with a specified number of seats and a one-time $299 setup fee. Starter costs $197 a month and includes two seats; Team costs $397 a month and includes five seats; Brokerage costs $697 a month and includes 10 seats. These plans have no contract. The Enterprise plan lists an AI assistant, smart CRM and pipeline, marketing automation, a smart dialer and SMS, and LOS integrations. The service is paid, has no free plan, and offers a 14-day trial. Its headquarters are in Rancho Santa Margarita, California, United States.
Who it suits
LoanOfficer.ai suits loan officers and lending teams that need to track borrowers, referral partners, and loan pipelines alongside marketing, compliance, and SMS workflows. The seat-based plans may fit teams choosing among two, five, or 10 included seats.
What it does well
- Tracks borrower and referral partner relationships.
- Includes loan pipeline tracking.
- Offers marketing automation and compliance workflows.
- SMS automation is included among its capabilities.
- Supports Android, iOS, and web.
What to know first
- There is no free plan.
- Each listed seat-based plan has a one-time $299 setup fee.
- Starter includes two seats; larger listed plans cost more.
Limits
There is no free plan. Starter includes two seats, Team includes five, and Brokerage includes 10; each has a one-time $299 setup fee.
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Starter | 2 seats included; one-time $299 setup fee; no contract · 2 seats | $197 a month |
| Team | 5 seats included; one-time $299 setup fee; no contract · 5 seats | $397 a month |
| Brokerage | 10 seats included; one-time $299 setup fee; no contract · 10 seats | $697 a month |
| Enterprise | AI assistant · Smart CRM and pipeline · Marketing automation · Smart dialer and SMS · LOS integrations | On request |
As loanofficer.ai lists them, read 20 Sept 2026. The maker's own page has the final word.
Getting started
- Visit the LoanOfficer.ai website.
- Start the 14-day trial.
- Choose Starter, Team, or Brokerage based on included seats.
- Pay the one-time $299 setup fee for a listed seat-based plan.
- Use the service on Android, iOS, or web.
Verdict
Choose LoanOfficer.ai if you need borrower, referral partner, and pipeline management with marketing, compliance, and SMS workflows. Look elsewhere if you need a free plan or want a published Enterprise price before considering it.
Questions
Does LoanOfficer.ai have a free plan or trial?
There is no free plan. A 14-day trial is offered.
How much do its plans cost?
Starter is $197 a month, Team is $397 a month, and Brokerage is $697 a month. Each has a one-time $299 setup fee.
How many seats are included?
Starter includes two seats, Team includes five, and Brokerage includes 10.
Which platforms does LoanOfficer.ai support?
It supports Android, iOS, and web, and includes a mobile app.
What does Enterprise include?
The listed Enterprise capabilities are an AI assistant, smart CRM and pipeline, marketing automation, smart dialer and SMS, and LOS integrations.
Where is LoanOfficer.ai headquartered?
Its headquarters are in Rancho Santa Margarita, California, United States.
Facts from LoanOfficer.ai's own pages
- Headquarters
- Rancho Santa Margarita, California, United States · loanofficer.ai, 4 Oct 2026
Where LoanOfficer.ai stands on Freedom251
- Mortgage CRM Software#28 of 29