For Loan Officers & Realtors

Stop chasing homebuyers.
Let them come to you.

AI-powered ads that target ready-to-move homebuyers, instant follow-up in under 60 seconds, and a CRM that runs itself — so you can focus on closing, not prospecting.

Loandock CRM — Pipeline

New Leads

24

+8 this week

Avg Response

12s

AI-powered

Pipeline

$2.4M

+22% MoM

Closings MTD

7

3 pending

Sarah Mitchell

Pre-Approval Sent

$485K

James Torres

Under Contract

$320K

Maria Rodriguez

AI Following Up

$610K

David Chen

New Lead

$275K

Linda Park

Docs Requested

$540K
Called Sarah Mitchell

Trusted by teams at

loanDepot
Rate
Deep Haven
First Financial Bank
Ideal Home Loans
loanDepot
Rate
Deep Haven
First Financial Bank
Ideal Home Loans
Lead Captured

AI-targeted ads on Meta

AI Engages
Called Sarah Mitchell
Meeting Set

Auto-booked in under 60s

You Close

Warm leads, ready to talk

Before & After

The industry is broken.
We rebuilt every part of it.

The Old Way

DIY, referrals, or a typical agency

Response Time

47 hours avg

Content

6–8 hrs/week filming

Lead Quality

200–300 junk leads

Your Time

15–20 hrs/week

Reporting

Monthly PDF — maybe

Scalability

You do everything

Burns you out. Doesn't scale.

With Loandock

AI handles everything. You close.

Response Time

< 60 seconds

Content

Unlimited AI video

Lead Quality

Targeted + AI-qualified

Your Time

~2 hrs/week closing

Reporting

Real-time dashboard

Scalability

AI runs the engine

Warm leads delivered. You just close.

78% of borrowers start their mortgage journey online. Meeting them where they are is no longer optional.

How It Works

From clone to close.
Record once. We handle the rest.

01
AI Digital Presence

Your AI clone creates content so you never film again.

Record one short video. We clone your voice and likeness, then generate unlimited 30–40 second video ads — fresh scripts and hooks every week, tailored to your market and loan programs.

No more 6–8 hours a week on content. Your AI twin handles it forever.

++++

AI Content Engine

12 videos generated this week

Mortgage tips
First-time buyer guides
Refinance updates
Market commentary
Offer breakdowns
Rate change alerts
Generating: "2025 FHA Loan Requirements Explained"
++++

Ad Performance

Live

48.2K

Impressions

89

Leads

$12.40

Avg CPL

Audience targetingHyper-local geo + interest layers
Creative testingA/B split across formats
RetargetingWarm audiences re-engaged
CPL optimizationWeekly iteration cycles
02
Paid Ads & Lead Generation

Targeted inbound leads from real buyers in your market.

We run your AI-generated videos as targeted Facebook and Instagram campaigns. A/B testing, retargeting, audience optimization, and CPL tracking — all managed weekly.

Not 200–300 unqualified junk leads from an agency. Real people in your geo who raised their hand.

But leads alone aren't enough. Speed to lead is everything.

03
Instant AI Follow-Up

Every lead gets a call in under 60 seconds.

The industry average response time is 47 hours. Ours is under 60 seconds. AI calls, texts, qualifies, collects financial details, and books the appointment — before the lead forgets they opted in.

The odds of qualifying a lead drop 400% after the first 5 minutes.

No lead goes cold because you were in a meeting.

By the time you call, they're already expecting you.

++++

Automated Sequence

Lead response pipeline

Lead opts inForm submitted
Done
AI calls leadWithin 15 seconds
Done
Text message sentPersonalized intro
Done
Lead qualifiedFinancial details collected
Appointment bookedRouted to your calendar
04
The CRM

Your command center.
Every lead. Every action. One dashboard.

No more spreadsheets, missed follow-ups, or lost leads. Clean dashboard with instant notifications, full conversation history, and AI qualification status — built specifically for mortgage professionals.

Live Lead Feed

Every lead appears instantly with full timeline, source tracking, and AI qualification status.

Sarah M.Pre-qualified
2m
James T.AI called
8m
Maria R.Appt booked
15m
David C.New lead
Now

Conversation History

Every call transcript, text, and email — logged and searchable in one thread.

Real-Time Alerts

Push notifications for new leads, booked appointments, and qualification milestones.

Performance Metrics

Conversion rates, pipeline value, and production tracking — updated in real time.

Qualification Tracking

Credit range, income, timeline, intent — all captured and scored by AI.

Appointment Management

Synced with your calendar. Prep notes and lead context before every call.

Team Lead Routing

Automatic or manual distribution. Set routing rules across your team.

Response Time Tracking

Monitor speed-to-lead across your team. Spot bottlenecks before they cost you deals.

05
Team Scaling

Built to scale with your team.
Not the other way around.

For Loan Officers

Individual workspace

Personal login and dashboard
Individual lead tracking
Automated follow-up workflows
AI persona and content creation (full seats)
Direct calendar integration

For Managers

Admin controls

Assign leads automatically or manually
Set routing rules and distribution logic
Monitor response times across team
Track production metrics and conversion
Full vs. standard seat management
06
Timeline

From onboarding to leads in two weeks.

Days 1–7

Kickoff & Clone

Onboarding call + strategy session
Record your AI clone video (15 min)
Dashboard configured + integrations set
Booking system + calendar synced
Week 2

Launch

AI clone generated + first video batch
Ads live on Meta
AI call/text agents active
First leads flowing into dashboard
Weeks 3–4+

Optimize & Scale

A/B test creative + targeting
Optimize CPL and booking rate
Weekly performance reports delivered
Every iteration compounds

Current campaigns are stable at 3–4% funded/contract rates. With continued iteration on creative, targeting, and follow-up sequences, every iteration compounds.

The Difference

Loandock vs. the alternatives.

Not all lead gen is created equal. Here's how we compare.

DIY / Referrals

Typical Agency

Loandock

Lead Quality
Depends on your network
200–300 unqualified
Targeted + AI-qualified
Follow-Up Speed
When you see it
24–48 hours (if at all)
< 60 seconds (AI)
Content Creation
6–8 hours per week
Generic templates
Unlimited AI-generated
Your Time Required
15–20 hrs/week
5–10 hrs/week chasing
~2 hrs/week closing
Data & Reporting
Whatever you track manually
Monthly PDF — maybe
Real-time dashboard + weekly reports
Bottom Line
Not scalable. Burns you out.
Volume without quality. You still do all the work.
Warm leads delivered. You just close.

Speed to Lead

< 60 seconds
47 hours average

Harvard Business Review / InsideSales.com

Content Creation

Unlimited AI videos
6–8 hrs/week manual

Loandock platform data

Borrower Preference

AI-targeted social ads
78% start online

ICE Mortgage Technology

Ready to turn on your lead engine?

First leads flowing by week 2. We handle everything — you just close.

2 weeks

to first leads

60 sec

response time

0 hrs

filming required