Application and onboarding
Evaluate how a borrower enters the process, completes application information, and reaches the next step without losing the context of the loan officer relationship.
Product overview
The right workflow for the person doing the work.
LoanBot combines a company POS offering with a separate set of tools for mortgage and real-estate professionals. Start with the job you need to accomplish, then confirm the plan and deployment that support it.
Enterprise POS evaluation
Follow the file across the people involved.
These are the workflow areas to review in a LoanBot POS demonstration. The implemented scope, user access, and availability of individual capabilities must be confirmed for your company's deployment.
Document needs and follow-up
Review how the application journey connects to requested documents and outstanding tasks. Define the company's approved document-handling process before use.
Conditions and team responsibilities
Distinguish borrower requests from internal follow-up. Discuss task ownership, review, and communication so the team has a clear next action.
Pipeline and file visibility
Explore how loan officers, processors, and company users work from the information relevant to their responsibilities.
Branding and partner experience
Review company branding and partner-facing experiences, including what is visible outside the internal mortgage team.
AI-assisted professional work
Discuss guideline research and scenario support. AI output requires professional review and does not replace current lender requirements, underwriting, or a lending decision.
LoanBot+ and professional tools
Not every team needs a full company POS deployment.
The separate tool catalog includes guideline research, production planning, pipeline organization, opportunity analysis, buyer scenarios, and property intelligence. Compare the current individual and Team / Branch plans to identify the access included with your selected subscription.
Loan officers
Explore PocketUnderwriter, LOAmigo, LO Deal Miner, LOPipeline, and The Rate Objection. Product availability and access follow your chosen plan.
Real-estate professionals
Explore REDealMaker and CompScope for agent workflows and property conversations. Realtor access and any co-branding arrangement follow the applicable subscription terms.
Common questions
What to know before you choose.
Where can I compare tool subscriptions?
Use Tools & Plans on the homepage to review the current public pricing menu. Enterprise POS pricing is handled separately and is not published in that menu.
Can I use AI outputs as an underwriting approval?
No. LoanBot's professional tools provide decision support. Users must validate the output against the current applicable guides and company requirements.
Start with the workflow your team needs to improve.
Bring the borrower and internal handoffs you need to evaluate to an enterprise demonstration.
Business inquiries only. Do not submit borrower documents or sensitive personal information.