LoanOfficer.ai and Salesflare

How to connect LoanOfficer.ai

LoanOfficer.ai is an AI-powered mortgage CRM for loan officers that automates lead management, borrower follow-up, marketing, and mortgage workflows.

Things Salesflare can make it do

Add Borrower to Campaigns — Add borrower to campaigns
Add Partner to Campaigns — Add partner to campaigns
Add Partners to Contact — Links one or more partners (realtors, lenders, etc.) to an existing borrower contact
Create Contact — Create new contact in the system
Create Partner — Create new partner in the system

Show 5 more actions

Remove Partners to Contact — Unlinks one or more partners from a borrower contact. Does NOT delete the partner contacts themselves.
Send Email Message — Send an email message to contact
Send SMS Message — Send an sms message to contact
Update Contact — Update a contact in the system
Update Partner — Update a partner in the system

Look up existing records

Search Contact by Email — Search a contact by email and get information about it and it's mortgages
Search Contact by ID — Search a contact by id and get information about it and it's mortgages
Search Contact by Integration ID — Search a contact id and by passing the first part of the uuid.
Search Contact by Phone — Search a contact by phone and get information about it and it's mortgages
Search Partner by Email — Finds a partner (realtor, lender, etc.) by email address

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