LoanOfficer.ai
LoanOfficer.ai is paid software for managing borrowers, referral partners, loan pipelines, marketing, compliance, and SMS communication.
What LoanOfficer.ai is
LoanOfficer.ai is paid software for managing borrowers, referral partners, loan pipelines, marketing, compliance, and SMS communication. Its tools include borrower management, referral partner management, pipeline tracking, marketing automation, compliance workflows, and SMS automation. The service supports Android, iOS, and web, with a mobile app included in the listed capabilities. A 14-day trial is available, but there is no free plan. Starter costs $197 a month with two seats, Team costs $397 a month with five seats, and Brokerage costs $697 a month with 10 seats. Each of these plans has a one-time $299 setup fee and no contract. LoanOfficer.ai is headquartered in Rancho Santa Margarita, California, United States. The different seat counts and lending workflow features let organizations match a listed plan to their team size and operating needs.
Good
- Borrower and referral partner management
- Loan pipeline tracking
- Marketing and compliance workflows
- SMS automation
- Android, iOS, and web access
Watch out
- No free plan
- 14-day trial only
- One-time $299 setup fee on listed paid plans
Who it suits
It suits lending professionals who need borrower, referral, pipeline, marketing, compliance, and SMS workflows. Android, iOS, web access, and seat-based plans support different team setups.
Verdict
LoanOfficer.ai brings lending relationship, pipeline, marketing, compliance, and messaging tools into plans with defined seat counts. Its paid structure includes a trial, while every listed non-Enterprise plan adds a one-time setup fee.
Plans and prices
From LoanOfficer.ai's own pricing page, checked 20 Sep 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Starter | $197 a month | 2 seats · 2 seats included; one-time $299 setup fee; no contract |
| Team | $397 a month | 5 seats · 5 seats included; one-time $299 setup fee; no contract |
| Brokerage | $697 a month | 10 seats · 10 seats included; one-time $299 setup fee; no contract |
| Enterprise | Priced on request | AI assistant · Smart CRM and pipeline · Marketing automation · Smart dialer and SMS · LOS integrations |
The facts
Each one read from LoanOfficer.ai's own pages, with the date it was checked.
The company
- Headquarters
- Rancho Santa Margarita, California, United Stateschecked 4 Oct 2026
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