LoanOfficer.ai SMS Integration

Yes - Mobile Message does integrate with LoanOfficer.ai!

A borrower who finally texts back after weeks of silence deserves more than a notification buried in your phone. For mortgage teams running LoanOfficer.ai, that reply can do real work inside the CRM instead of sitting unread. A Zapier connection between Mobile Message and LoanOfficer.ai lets an inbound text or a failed delivery update records automatically, so the file reflects what actually happened with that borrower.

When someone texts your Mobile Message number for the first time, that reply can create a new contact in LoanOfficer.ai rather than going nowhere. If the contact already exists, the same reply can update their record instead, keeping loan details current without anyone opening a spreadsheet. A reply can also add the borrower to a campaign, so the next follow-up step starts on its own.

A text that bounces or fails to deliver is just as worth acting on. That delivery status can update the borrower's contact record in LoanOfficer.ai, flagging that the number on file needs checking before the next call goes out. None of this changes how LoanOfficer.ai itself works day to day, it simply gives your texting activity somewhere reliable to land inside the CRM.

A Zapier account and subscription is required for this integration.
Please view Zapier's pricing page for further information.

LoanOfficer.ai SMS Integration

What you can automate

Connect LoanOfficer.ai and Mobile Message through Zapier and these run on their own, with no code and no developer.

When A borrower texts in for the first time Mobile Message · Inbound SMS Received
Then Create a new contact in LoanOfficer.ai LoanOfficer.ai · Create Contact
Use this Zap
When A borrower replies to a text Mobile Message · Inbound SMS Received
Then Update their contact record in LoanOfficer.ai LoanOfficer.ai · Update Contact
Use this Zap
When A borrower responds to a text message Mobile Message · Inbound SMS Received
Then Add them to a follow-up campaign LoanOfficer.ai · Add Borrower to Campaigns
Use this Zap
When A text message fails to deliver Mobile Message · Delivery Status Updated
Then Update the contact record to flag it LoanOfficer.ai · Update Contact
Use this Zap
1.6 cents SMS Service
Bulk SMS at 1.6¢ per SMS

Exceptional SMS pricing starting at just 1.6¢ per message with your first purchase, offering great value without compromising on quality.

Direct Carrier SMS Delivery
100% Direct Delivery - Guaranteed

We don't route your messages offshore, like some bulk SMS providers. We deliver 100% of messages directly to Australian mobile carriers, for the fastest, most reliable delivery.

Free Dedicated SMS Number
FREE Dedicated Number

Get a dedicated vitrual number to send and receive SMS messages, at no extra cost! Perfect for two-way SMS messaging.

Everything LoanOfficer.ai supports on Zapier

Any of these can start or complete an SMS automation with Mobile Message.

Actions 10
  • Add Borrower to Campaigns — Add borrower to campaigns
  • Add Partner to Campaigns — Add partner to campaigns
  • Add Partners to Contact — Links one or more partners (realtors, lenders, etc.) to an existing borrower contact
  • Create Contact — Create new contact in the system
  • Create Partner — Create new partner in the system
  • Remove Partners to Contact — Unlinks one or more partners from a borrower contact. Does NOT delete the partner contacts themselves.
  • Send Email Message — Send an email message to contact
  • Send SMS Message — Send an sms message to contact
Show all 10 actions
  • Update Contact — Update a contact in the system
  • Update Partner — Update a partner in the system

Everything Your Integration Needs

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Easy-to-Use Integration

Our SMS platform is simple to integrate with your existing application.

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Custom Sender IDs

Personalise your messages with a branded sender name, improving trust and engagement with your audience.

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Real-Time Delivery Receipts

Track your message statuses in real time, ensuring complete transparency and campaign effectiveness.

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Inbound SMS Handling

Receive replies and incoming messages directly into your app for seamless two-way communication.

LoanOfficer.ai + SMS: common questions

Can a text reply create a new contact in LoanOfficer.ai?

Yes. When someone texts your Mobile Message number for the first time, a Zapier automation can create a new contact in LoanOfficer.ai automatically, so mortgage brokers do not need to add borrowers by hand after every reply.

Does LoanOfficer.ai know if a text message fails to deliver?

A failed delivery status from Mobile Message can update the borrower's contact record in LoanOfficer.ai, flagging that the number on file may need checking before your next call or follow-up text.

How do I connect Mobile Message text replies to LoanOfficer.ai?

The connection runs through Zapier, so no coding is required. You will need a Mobile Message account and a LoanOfficer.ai account, then you choose the trigger and action inside Zapier to link borrower texts to your CRM records.

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Ready to Try Mobile Message?

Our sign-up process takes just 2 minutes and gives you instant access to our bulk SMS platform. You can start sending messages today!