LoanFlo AI

What it does

An AI-native CRM and autonomous voice agent platform engineered by a 17-year mortgage veteran to automate manual document parsing, instant guideline qualification, and borrower follow-ups.

LoanFlo is the first Native AI Mortgage Origination Platform. Lucy is your AI mortgage agent — she reads docs, qualifies borrowers, runs outreach, and keeps files moving. Plans from $95/mo. Built for loan officers and mortgage teams who have outgrown bolt-on CRM tools.

The Ultimate Native AI Mortgage Origination Platform. Lucy reads your documents, pre-qualifies borrowers, powers your borrower and partner portal, and follows up relentlessly — so you can stop chasing and fund more loans. Speak or type a plain-English directive — 'Send the Johnsons the doc checklist,' 'Call Gary and get his paystubs,' 'Follow up with the title company on the Smith file.' She reads your documents, runs income and DTI analysis, coordinates borrowers and realtors in the portal, reaches out to partners, and follows up automatically — working every lead until the goal is met. Lucy alerts you when a lead is ready. You step in to close. No more chasing paystubs, no more forgotten…from loanflo.ai

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