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LoanOfficer.ai

LoanOfficer.ai

Private
Rancho Santa Margarita, CaliforniaEnterprise Softwarehttps://loanofficer.ai/

Momentum

Top 50%

of companies Caplight tracks

Company Overview

LoanOfficer.ai is a software company that provides an AI-powered CRM platform for mortgage loan officers to automate lead follow-up, marketing, and client communication.

Sector

Enterprise Software

Verticals

CRM, Lending & Credit, Vertical SaaS, NLP & Conversational AI, Workflow Automation

Business Model

B2B

Customer Profile

Subscription SaaS, Services & Consulting, Usage-Based SaaS

AI Layer

Application

Keywords

mortgage CRMAI CRMlead automationmortgage techAI mortgage assistantvertical SaaSLOS integrationmarketing automationrefinance lead generationproperty data monitoringsmart dialer

Historical Pricing

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Caplight Momentum Score

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LoanOfficer.ai Comparables

Compare LoanOfficer.ai with similar companies based on industry and business-model similarity.

LoanOfficer.ai comparables — related companies by embedding similarity
CompanySimilarityMarket Cap
BNTouch
87%
Shape Software
85%
Lendware
83%

LoanOfficer.ai Funding Rounds

Historical fundraising activity

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Market signals

Structured signals derived from secondary market and firmographic data.

  • Jul 25, 2026

    Monthly visitors increased 234% MoM, reaching 7.3K.

  • Apr 7, 2026

    Monthly visitors grew 78% MoM to 7.1K.

LoanOfficer.ai Filings

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LoanOfficer.ai filings preview — column headings only; records require access
TypeDateAmount OfferedAmount SoldFilingPagesDownload

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Frequently Asked Questions

Common questions about LoanOfficer.ai's valuation, stock price, and market status.

Is LoanOfficer.ai a public or private company?

LoanOfficer.ai is a private company.

What is the current stock price of LoanOfficer.ai?

LoanOfficer.ai is a private company with no public stock price. Caplight tracks LoanOfficer.ai's secondary market activity and provides MarketPrice™ estimates to Caplight users.

How much is LoanOfficer.ai worth (valuation)?

Valuation information for LoanOfficer.ai is not publicly available.

Can I buy LoanOfficer.ai stock?

LoanOfficer.ai shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors. Visit https://www.caplight.com to learn more.

When was LoanOfficer.ai's last funding round?

Funding round information for LoanOfficer.ai is not publicly available.

Who are the main investors in LoanOfficer.ai?

Investor information for LoanOfficer.ai is not publicly disclosed.

Will LoanOfficer.ai IPO soon?

No public IPO plans have been announced for LoanOfficer.ai.

How can I track LoanOfficer.ai secondary market activity?

Caplight tracks bids, offers, and trades for private companies. Visit https://www.caplight.com to monitor LoanOfficer.ai's secondary market activity and sign up for updates.

Firmographic Details

HeadquartersRancho Santa Margarita, California
Employee Range11
Year Founded2020
Last Funding—

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