Loandock is an AI-powered mortgage CRM built for Loan Officers. Manage your leads, track referrals, and close more deals from one simple, intuitive app. Loandock automates follow-ups, organizes your pipeline, and keeps your realtor relationships in one place so you can focus on what matters: growing your business.
Key Features:
- Smart lead management with automatic status tracking
- Realtor referral network management
- AI-assisted follow-up reminders and communication
- Pipeline dashboard with real-time updates
- Secure document sharing and organization
- Push notifications for new leads and updates
- Works seamlessly on iPhone and iPad
What's new (v1.1)
New Features & Improvements
Realtor Partner Updates (AI Drafted)
AI sends context-aware updates to realtors automatically when loan status changes.
Keeps agents informed without you lifting a finger.
Email BCC Sync (Auto-Log Emails)
BCC your unique address and emails automatically log to the lead’s activity feed.
Full threading included. No manual notes needed.
View the Ad That Generated the Lead: See the exact Facebook or Instagram ad that brought the lead in.
Smarter Inbox & Unread Tools : Unread badges, Sort unread to the top, Right-click to mark messages unread
Voice Note Status Updates (New): On a call? Just tap voice note.
It records, summarizes the conversation, and creates action items.
AI continues follow-up automatically from there.
Smarter Automated Texting (Major Upgrade): No more outdated follow-ups. AI detects if docs were sent, pre-approval issued, or lead replied and holds the message.