In this coaching session, loan officers learn how to use LO Ninja to track leads, follow up automatically, and stay organized. You’ll see how smart lists, workflows, and tags help you send the right message at the right time—without doing everything by hand.
The CRM also handles text and email follow-ups, updates clients and agents during the loan process, and even sends review requests and educational videos. You’ll also hear about using tools like Arive for loan apps, ChatGPT to digitize client info, and Rudder for realtor research. Finally, the call covers call forwarding, voicemail access, and setting up the mobile app to make sure nothing falls through the cracks.