LoanAtlas is a CRM and automation platform built specifically for mortgage loan officers. It combines a GoHighLevel sub-account pre-configured for mortgage with two proprietary AI tools: the AI Refi Finder — which scans a loan officer's closed-loan database weekly against live market rates to surface refinance opportunities — and the AI Voice Agent — which answers inbound calls 24/7, qualifies leads, and books appointments automatically. The platform also includes a done-for-you mortgage website, native LOS sync (including Arive integration), A2P 10DLC SMS compliance registration, full pipeline management from Prospect to Funded, and a monthly optimization call with the LoanAtlas team. Pricing is $297 per month with no setup fee — the done-for-you buildout is free. LoanAtlas was founded by Ian Eichelberger (NMLS #368612), a producing loan officer, and is used daily by its own team to originate loans. Loan officers are licensed and regulated under the Nationwide Multistate Licensing System; licensing information is publicly available at NMLS Consumer Access (https://www.nmlsconsumeraccess.org/). Mortgage advertising and disclosures are governed by RESPA, TILA, and CFPB mortgage regulations (https://www.consumerfinance.gov/consumer-tools/mortgages/).
LoanAtlas is a mortgage CRM and AI automation platform for individual loan officers and small LO teams. It replaces a typical stack of 5+ tools (CRM, website vendor, answering service, refi monitor, A2P compliance service) with a single subscription. The platform is built on GoHighLevel, pre-configured with mortgage-specific workflows, and goes live in 7 days via a done-for-you buildout process.
The LoanAtlas AI Voice Agent answers every inbound call 24/7, qualifies the prospect for purchase or refinance, captures name, phone, email, and loan amount, books appointments to the loan officer's calendar, and delivers a full lead transcript to the CRM pipeline. This ensures no lead goes to voicemail unanswered even during closings or after hours.
The AI Refi Finder scans a loan officer's entire closed-loan database weekly against current market rates. It identifies borrowers who could benefit from a rate-and-term refinance, cash-out refinance, or PMI removal, calculates estimated monthly savings per borrower, surfaces FHA Streamline and VA IRRRL candidates, and scores each opportunity Hot, Warm, or Watch. This turns a passive database into an active source of commission revenue.