Your Pipeline’s

New Power Tool

AI-powered tools built just for Loan Officers who want to scale smarter, close faster, and win back hours every week.

More Deals, Less Drag

Built for Closers, Not Coders

Stress-Free Scaling

More Deals, Less Drag

Built for Closers, Not Coders

Stress-Free Scaling

Built By People Who Get It

Running loans isn’t just about locking rates and getting docs in...

It’s the late-night follow-ups.

The ghosted leads.

The realtor that needs a flyer by 9 AM.

The content you swore you’d post but never did.

We’ve been there—juggling the chaos, trying to scale, and drowning in busywork that doesn’t close deals.

That’s why we built LOToolkitOS—an AI-powered suite that handles the “grind stuff” for you, so you can focus on what actually grows your business: conversations, contracts, and closings.

Meet Your Mortgage CoPilots

(They Never Ghost You Back)

These AI-powered tools work 24/7 to write your follow-ups, build your content, and handle agent outreach—without missing a beat.

Follow-Up Script

CoPilot

Ghosted by leads?

This CoPilot writes ready-to-send texts, emails, and call talk tracks that actually get replies—fast.

Content Calendar CoPilot

Can’t keep up with social posts?

This CoPilot builds 30-day content plans tailored to your audience, location, and loan type—in seconds.

Agent Message

Builder CoPilot

Tired of awkward intros?

This CoPilot crafts personalized outreach messages that help you connect with agents, book meetings, and win referrals.

The AI SmartForms Toolkit

These tools don’t just save time—they scale your business. Plug in your loan scenario, lead stage, or market, and walk away with results in seconds.

Follow-Up Script

CoPilot

Ghosted by leads?

This CoPilot writes ready-to-send texts, emails, and call talk tracks that actually get replies—fast.

Content Calendar CoPilot

Can’t keep up with social posts?

This CoPilot builds 30-day content plans tailored to your audience, location, and loan type—in seconds.

Agent Message

Builder CoPilot

Tired of awkward intros?

This CoPilot crafts personalized outreach messages that help you connect with agents, book meetings, and win referrals.

The AI SmartForms Toolkit

These tools don’t just save time—they scale your business. Plug in your loan scenario, lead stage, or market, and walk away with results in seconds.

Mortgage Event Marketing Generator

Planning a buyer seminar or agent happy hour? This SmartForm gives you event titles, social posts, Eventbrite copy, and follow-up emails—so you can create buzz, fill the room, and turn attendees into leads.

Mortgage Content Calendar Builder

Plan out 30 days of content in under 5 minutes. Just select your audience, region, and loan type—and boom, captions + post ideas ready to go.

Loan Scenario Explainer

Break down complex loan options into plain English summaries you can send to clients—or read out loud in your Google Meet.

Agent Outreach Message Generator

Want to start working with new agents? This SmartForm builds a professional, personalized intro that gets responses (and meetings).

Realtor Co-Marketing Kit Builder

Create social posts, flyers, and joint campaigns with agents in minutes. You focus on closing—they get the marketing support they crave.

Pricing Plans That Pay for Themselves

Whether you're just getting started or running a 100-unit-a-month team, there's a plan that fits your scale.

FREE PLAN

$0/mo

Perfect for new breweries or side projects.

Access to Business Plan SmartForm

Try before you buy

No credit card required

No contracts. Cancel anytime.

PRO PLAN

$9/mo

For serious brewers who want serious tools.

All 3 CoPilots

All 5 SmartForms

100 AI credits per month

No contracts. Cancel anytime.

UNLIMITED PLAN

$29/mo

Go full throttle—everything, no limits. Perfect for multiple users.

Unlimited CoPilot + SmartForm usage

Early access to new tools

Built for growth-mode breweries

No contracts. Cancel anytime.

What Other LOs Are Saying

Real tools. Real pipeline impact.

Here’s how LOToolkitOS™ is helping Loan Officers save time, win more deals, and build scalable momentum.

“I used to lose hours every week chasing ghosted leads. Now I plug it into the Follow-Up CoPilot and it does the work. Two reactivations last week alone.”

- Brianna V., VA Loan Specialist

“Creating content used to stress me out. With the SmartForm, I planned a full month of posts in 6 minutes flat. Clients are actually commenting now!”

- Zach C., Branch LO, Scottsdale

“I sent one intro from the Agent Message Generator and got 3 meetings booked that same day. It’s like having a marketer in your pocket.”

- Jordan M., Purchase-Focused LO

Got Questions? We’ve Got Real Answers.

❓ IS THIS JUST CHATGPT WITH A MORTGAGE LOGO?

Nope. LOToolkitOS™ isn’t just AI, it’s built-for-you tools made specifically for Loan Officers. The prompts, workflows, and terminology are all dialed in. You don’t need to “chat” your way through, just pick a tool, fill in the blanks, and go.

❓ CAN I USE THIS EVEN IF I’M NOT TECH-SAVVY?

Absolutely. This is built like a calculator, not software. You click, type, and get results. If you can fill out a loan app, you can run this toolkit.

❓ WHAT DO I ACTUALLY GET FOR FREE?

The Free Plan gives you access to our Pre-Approval Follow-Up SmartForm so you can test the system—and see real results—without pulling out a card. Want the full AI Toolkit and all 3 CoPilots? That’s $9/month. No contracts, cancel anytime.

❓ WILL THIS WORK IF I’M NOT A CONTENT PERSON OR GREAT AT WRITING?

That’s exactly what it’s for. These tools generate content, scripts, and outreach messages in your voice. You don’t need to be a copywriter—just be the closer.