Office Hours
Loan officers learned how to streamline client workflows and manage leads more efficiently in LO Ninja. The session covered setting up refinance and pre-approval workflows with automated texts, emails, and ringless voicemails. Rivan showed how to use the “Hold and Follow-Up” feature to track paused clients and follow-up reasons directly from the pipeline. The team also reviewed best practices for managing duplicate contacts, shared email addresses, and system updates across LO Ninja and Arive. Additional guidance included using AI help tools, linking realtor notifications to strategy sessions, and integrating Follow-Up Boss for better collaboration with real estate partners. These strategies help loan officers save time, stay organized, and improve communication with both clients and referral partners.