LoanPilot AI · Borrower LOS fabric

Always-on borrower intake wired straight into your LOS playbook.

Adaptive FHA, VA, DSCR, HELOC, refinance, and jumbo flows capture borrower facts, run LOS-grade qualification heuristics, mirror CRM objects, assign loan officers, launch nurture automations, and reserve calendar rails—without another static lead form.

  • Composite scoring overlays (FHA / VA eligibility / investor / refi deltas)
  • CRM notes + LOS officer pings on every synced session
  • Immediate SMS + confirmation email plus staged nurture ladders
  • Placeholder calendar sync respecting officer routing windows
View LOS analytics ledgerOpen YPN embed surface

Tip: tap “AI intake concierge” floating action (bottom-right) to run the conversational rail.

How the rail closes the loop

Borrower handshake → LOS sync

  1. 1 · Conversational capture tailors underwriting prompts per routed program silhouette.
  2. 2 · LoanPilot composites HUD/VA investor signals, urgency, LOS coaching text, and LOS officer assignment.
  3. 3 · Salesforce-style mirrored notes funnel into JSON CRM today—swap adapters for Salesforce/Velocify.
  4. 4 · Automated nurture + calendar booking stubs fire until your Twilio/Aircall transports arrive.