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In this lesson, loan officers will learn how to use LO Ninja to spot refinance opportunities and stay on top of rate changes using rate alerts and the refi analysis tools. You’ll also see how to import clean loan data from your LOS (like Calix) so the CRM can trigger smart follow-ups like loan anniversaries and 6-month check-ins. The training covers how to use QR codes to collect contact info fast and automatically send follow-up messages, without needing to reprint marketing materials. You’ll learn how to build an open house landing page that can offer instant home value estimates and start a workflow the moment someone signs in. The group also reviewed how inbound AI call handling can help answer missed calls using a Twilio number, while outbound AI calls may need special opt-in language depending on your area. Finally, you’ll see how to use refi comparison calculators like cost of waiting, buy-down tools, and savings reports to help borrowers clearly understand their options.