Loandock

Loandock

AI Mortgage CRM for LOs

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Free

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Details

  • Released
  • Updated
  • February 26, 2026
  • March 1, 2026

Features

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About

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
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What's New in Loandock

1.1

March 1, 2026

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 Smarter Automated Texting (Major Upgrade): No more outdated follow-ups.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.

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