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AI Loan Officer Assistant
Close More Loans with Helport AI

Product Key Features

Auto-filled 1003 loan application
Automated summary, follow up and action item
AI-Powered Interactive Knowledge Base
Performance scoring & improvement tips
Upload Calls for Instant Transcripts & Summaries

Performance Scorecard

Measure. Improve. Repeat.
Automatically assess each call’s performance with precision. Our scorecard offers clear metrics and personalized improvement tips after every interaction, helping agents grow with every conversation.

AI-Powered Note-Taking with Actionable Insights

From call to 1003 — in seconds.
Transform conversations into comprehensive summaries instantly. Our AI captures key details, generates a MISMO 3.4 file, and delivers actionable insights — ready to plug into your LOS. Designed specifically for mortgage workflows, this feature streamlines quoting and follow-ups while remaining fully customizable and highly accurate.

Conversation Copilot

Guide every conversation with confidence.
Our Copilot provides agents with a dynamic conversation outline and real-time script checklist, ensuring consistent messaging and compliance. It tracks script adherence, objection handling, and mortgage-specific guidelines live during calls — then recommends the best next action based on the client’s profile.

Seamlessly Work with Any Desktop Platform

Zoom
Microsoft Teams
RingCentral
Shape
Windows
Mac OS
Other Platforms

Your Free Trial Starts Today

Let LOHA help you simplify follow-ups, streamline workflows, and close more loans with AI-powered tools — built just for loan officers.