Every tool a loan officer
actually needs.
Eight tools. One subscription. Built specifically for mortgage professionals — not adapted from generic CRM software.
AI Refi Finder
Know who's ready to refi before they call someone else.
The Refi Finder scans your entire past client database every morning and surfaces borrowers who are likely candidates for a refinance — based on current market rates, their original loan terms, and equity position. You get a prioritized list with a refi score, estimated monthly savings, and projected commission for each opportunity.
How it works
- Connects to your past client database (imported or synced from Arive)
- Runs daily rate comparisons against each client's original loan terms
- Calculates refi score (0–100) based on rate differential, equity, and loan age
- Surfaces opportunities ranked by estimated commission potential
- Triggers automated outreach sequences for high-score borrowers
- Updates in real-time as market rates change
Results
- Average 16 refi opportunities found per 247 clients scanned
- Estimated $110,000+ in commission pipeline identified per scan
- Zero manual work — runs automatically every morning
AI Voice Agent
Never miss a lead because you were in a closing.
The AI Voice Agent answers every inbound call when you're unavailable, conducts a natural mortgage qualification conversation, captures all lead details, and routes qualified prospects directly into your pipeline — with a summary text sent to you immediately. It also runs outbound refi outreach campaigns to your past client list while you sleep.
How it works
- Answers inbound calls in under 2 rings, 24/7
- Conducts natural conversation: loan purpose, timeline, credit range, loan amount
- Captures name, email, phone, and all qualifying details
- Creates a deal record in your LoanAtlas pipeline automatically
- Sends you an immediate text summary with lead details and call recording
- Runs automated outbound refi outreach to past clients on your behalf
Results
- Zero missed leads from calls during closings, evenings, or weekends
- Outbound refi campaigns run 24/7 without your involvement
- Every lead captured, qualified, and in your pipeline before you call back
AI Contract Reader
From purchase agreement to deal record in seconds.
Paste any purchase agreement text into the Contract Reader and get every loan-relevant field extracted instantly — purchase price, property address, buyer/seller names, close date, earnest money, contingency periods, and more. All fields populate directly into the deal record. No manual data entry, no copy-paste errors.
How it works
- Paste or upload any purchase agreement (text or PDF)
- AI extracts all loan-relevant fields in under 10 seconds
- Fields auto-populate into the corresponding deal record
- Flags missing or unusual terms for your review
- Stores the original document alongside the deal
- Works with any purchase agreement format — no template required
Results
- Eliminates 15–20 minutes of manual data entry per transaction
- Reduces data entry errors that cause processing delays
- Deal records populated before you finish reading the contract
Live demo available inside LoanAtlas
Full LO Pipeline CRM
A pipeline built for how loan officers actually work.
LoanAtlas Pipeline is a mortgage-specific CRM built on GoHighLevel infrastructure. It tracks every deal from first contact to funded loan, syncs bidirectionally with Arive LOS, and gives you a clear view of your entire book of business at all times. No generic CRM fields — every stage, every field, every workflow is built for mortgage.
How it works
- Kanban-style pipeline: Lead → Application → Processing → Approved → Funded
- Bidirectional Arive LOS sync — stage changes in either system update both
- Automated task creation at each pipeline stage
- Client communication history, documents, and notes in one deal record
- Automated follow-up sequences triggered by stage changes
- Team visibility for brokerages with multiple LOs
Results
- Zero double-entry between LoanAtlas and Arive
- Full deal history and communication log in one place
- Automated follow-ups so nothing falls through the cracks
Done-For-You Website
A professional LO website, live from day one.
Every LoanAtlas member gets a professional loan officer website built and deployed as part of their setup. No extra cost, no separate vendor, no tech headaches. Your site is built on proven mortgage landing page templates, optimized for local SEO, and connected to your LoanAtlas pipeline for lead capture.
How it works
- Professional LO website built during your onboarding call
- Custom domain setup and SSL included
- Local SEO optimization for your market
- Lead capture forms connected directly to your LoanAtlas pipeline
- AI chat widget installed and configured
- Updates and maintenance included at no extra cost
Results
- Live website within 5 business days of signup
- All leads captured directly into your pipeline
- No separate website vendor or monthly hosting fee
Live demo available inside LoanAtlas
AI Chat Widget
24/7 lead qualification on your website.
The AI Chat Widget lives on your LoanAtlas-powered website and qualifies every visitor who engages. It asks mortgage-specific qualifying questions, captures contact information, and routes qualified leads directly into your pipeline — even at 2am on a Sunday.
How it works
- Installed on your LoanAtlas website automatically
- Engages visitors with mortgage-specific qualifying questions
- Captures name, email, phone, loan purpose, and timeline
- Routes qualified leads to your pipeline with full conversation history
- Escalates hot leads via text notification to you
- Customizable to match your brand and tone
Results
- Captures leads from website visitors who don't call
- Qualifies prospects before they ever reach your calendar
- Works 24/7 without your involvement
Live demo available inside LoanAtlas
Zillow Import
Property data in your deal record with one click.
Pull property data, Zestimates, comparable sales, and market trends directly into any LoanAtlas deal record with a single click. No more switching tabs, no more copy-paste from Zillow into your CRM. The data lives where you need it — in the deal.
How it works
- Enter a property address in any deal record
- One-click import pulls Zillow data automatically
- Zestimate, comparable sales, and property details populate the record
- Market trend data included for refi and equity conversations
- Data refreshes automatically when you open the deal
Results
- Eliminates tab-switching during client conversations
- Property data always current and in context
- Faster deal preparation and client presentations
Live demo available inside LoanAtlas
Crowdsourced Roadmap
You vote on what gets built. Everyone gets it.
Every LoanAtlas member has a direct vote on what features get built next. Founding members get weighted votes — your input shapes the product roadmap. Every improvement ships to all members at no additional cost. The platform you buy today will be worth significantly more in 12 months.
How it works
- Monthly feature voting in the member portal
- Founding members get priority voting weight
- Top-voted features go into the next development sprint
- All new features ship to all members automatically
- Direct Slack channel access to Ian for feature requests
- Quarterly product roadmap updates
Results
- Platform value increases every month at no extra cost
- Features built for actual loan officer workflows
- Direct line to the founder for feedback and requests
Live demo available inside LoanAtlas
All 8 tools. One price.
Founding member pricing: $247/mo locked forever. 7 spots remaining.
See Pricing