Hey Lucy,
close more loans.
Lucy reads your documents, pre-qualifies borrowers, makes the calls, and follows up relentlessly — so you stop chasing and start closing.
No credit card required · Live Consultation
One command. Lucy handles the rest.
- Document Intelligence
- Outbound Voice & SMS
- AI Pre-Qualification
- Built for Mortgage
Generic tools weren't built for this.
Your CRM can't read a paystub.
It stores the file. It has no idea what's in it.
Your dialer doesn't know DTI.
It makes the call. It can't tell you if the loan makes sense.
Your AI answers questions.
It doesn't chase leads, read documents, or close loans.
LoanFlo is the first full-stack AI platform built from the ground up for mortgage. Not retrofitted. Not bolted on. Purpose-built.
How It Works
Three steps. Zero chasing.
Tell Lucy what you need
Speak or type a plain-English directive or Create automated AI campaigns. — 'Follow up with everyone who hasn’t responded in a week,' 'Call Gary and get his paystubs,' 'Pre-qualify the Johnson file.'
Lucy goes to work
She reads your documents, runs income and DTI analysis, places outbound calls, sends texts, and follows up automatically — working every lead until the goal is met.
You just close
Lucy alerts you when a lead is ready. You step in to close. No more chasing paystubs, no more forgotten follow-ups, no more leads falling through the cracks.
Features
Everything your bird dog needs.
One platform that reads, calls, qualifies, and follows up — while you focus on what only you can do.
AI Campaigns
Give Lucy a plain-English directive and she executes autonomously — voice calls, SMS, email, follow-ups — until the goal is done.
Document Intelligence
Lucy reads paystubs, W-2s, bank statements, and 1003s. She extracts income, flags red flags, and updates your CRM automatically. No more manual data entry.
Outbound Voice, SMS & Email
Real outbound calls from your number — not just notifications. Lucy calls, texts, and emails on your behalf and never forgets a follow-up.
AI Pre-Qualification
Upload the docs, ask Lucy to pre-qual the file. She runs DTI, verifies income, and surfaces the right loan product in seconds.
Built-in Mortgage CRM
Full pipeline management purpose-built for mortgage — loan stages, borrower profiles, notes, tasks, and 1003s — all in one place.
Borrower Portal
A secure, branded portal where borrowers upload documents directly. Lucy receives them, reads them, and alerts you — all automatic.
Built-in Agency Guidelines
Never dig through Fannie, Freddie, VA, or FHA handbooks again. Just ask Lucy your scenario questions and get instant, cited answers.
Lucy In Action
Just say the word.
Real commands. Real results. No setup, no sequences, no clicking through menus.
📞 Calling Gary Jameson...
✓ Call placed. Follow-up SMS queued for +2 hours if no docs.
I'll notify you the moment documents land.
🔍 Pulling data from your CRM...
✓ Found 31 contacts. Saved as 'Equity Leads' list.
Ready to launch a campaign? Just say the word.
📄 Reading uploaded documents...
✓ DTI: 38.4% · Income verified · No red flags.
Recommended: Conv. 30yr. File looks strong.
📋 Scanning your pipeline...
✓ 14 contacts identified. Campaign started.
Voice + SMS sequence activated. I've got it covered.
Lucy understands context, takes autonomous action, and updates your CRM automatically.
Day One Ready
Bring your entire pipeline.
We handle the rest.
Don't start over. Import your leads, borrower history, and existing pipeline in minutes — then hand it to Lucy.
See It LivePricing
Start simple. Scale up when Lucy works.
Per-user pricing. No contracts. Cancel anytime.
The full CRM and AI co-pilot for LOs who want to work smarter. Lucy assists. You do the outreach.
- Full mortgage CRM
- AI Copilot (chat interface)
- Document upload & reading
- Integrated Agency Guidelines
- AI pre-qualification
- Pipeline management
- Manual calls & emails
The full bird dog. Lucy makes the calls, sends the texts, and runs the campaigns — autonomously.
- Everything in Copilot
- Lucy outbound voice calls
- Lucy outbound SMS
- Lucy outbound email
- Agentic AI campaigns
- Website Widget and Portal
- Priority support
All plans require a connected account and an auto-refill wallet for outbound usage beyond the monthly allowance.
FAQ
Common questions.
Ready to stop chasing leads?
Book a 30-minute live Consultation. We'll show you what Lucy can do with your actual pipeline — not a canned script.
No credit card. No contracts. Just 30 minutes.