Lend Loft
FOR BRANCH MANAGERS

The operating system for high-performance branches

Recruit, develop, and retain top MLO producers with AI coaching, attrition detection, and automated campaigns — all in one platform built for branch managers who can't afford to lose a single producer.

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94%

avg producer retention

$2.1M

extra closed volume / branch

11 hrs

saved per week on admin

40%

faster onboarding to first close

The Reality of Running a Branch

You already know the problems. Here's what changes.

Without Lend Loft

  • Scattered data across spreadsheets, Slack, and email
  • No visibility into MLO performance until it's too late
  • Manual coaching that never scales past 10 producers
  • Losing top talent to bigger shops with better support
  • No recruiting system — word-of-mouth and LinkedIn DMs
  • Blind to which real estate firms your team actually works
  • Spending 15+ hours/week on admin that should be automated

With Lend Loft

  • AI flags at-risk producers before they quit — burnout & attrition alerts
  • Full pipeline visibility across your entire team in one dashboard
  • Automated coaching cadences for every MLO, personalized by AI
  • Gamified training & certifications that keep producers engaged
  • SDR outreach on autopilot — recruit new MLOs while you sleep
  • Firm penetration tracking — know exactly which RE firms you own
  • Campaign automation, content engine, and smart file routing built-in
17 AI Tools + Full Ops Suite

Everything you need to scale your branch

Not a generic CRM. Purpose-built AI tools that plug into every stage of an MLO's day — from the first call to the refi trigger.

AI Coaching Engine

Context-aware coaching grounded in proven frameworks + mortgage expertise. Streamed replies, quick-question chips.

Attrition Risk Detection

Predict which producers are about to leave before they give notice. Algorithmic leading indicators flag at-risk MLOs early.

Gamified Training

17 modules, 4 tracks, CE credit tracking. Points, streaks, tier badges (Bronze → Platinum), and an MLO of the Month wall.

SDR Outreach Automation

Email + LinkedIn + text + day-3 follow-up for any prospect, with compliance guardrails, fully personalized.

Firm Penetration Map

Track which real estate firms your MLOs are actually working — and where the gaps are in your market.

Call Debrief

Score any call on Hook / Story / Offer / Objections. Returns an exact replacement script in under 2 minutes.

Refi Radar

Past-client list → monthly savings + break-even per client → AI outreach drafted automatically.

Follow-Up Composer

15 scenarios. Pick one, add context, get the exact message + channel + timing recommendation.

Doc Intelligence

Paste any borrower doc — get qualifying income, red flags, product recommendation, and a pre-UW note.

Manager Analytics

Engagement summary, at-risk watchlist with reasons, and platform-wide performance rates.

Firm Intelligence

Track penetration rate per firm — agents referring ÷ total firm agents — your most important growth KPI.

Goals & Commission

Set income or deal-count goals — get a weekly activity blueprint and a real-time current-month tracker.

Branch Manager Pricing

Simple, predictable pricing

All tiers include every AI tool. No per-query AI fees. No surprises.

Starter

$299/mo · up to 5 MLOs

Perfect for small independent branches and new teams.

  • Up to 5 MLO seats
  • Full AI tool suite (all 17 tools)
  • Training library + license-renewal reminders
  • Pipeline dashboard
  • Goals & commission tracker
  • Email support
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Most Popular

Growth

$399/mo · up to 15 MLOs

For growing branches that need recruiting AND retention.

  • Up to 15 MLO seats
  • Everything in Starter
  • Burnout detection + at-risk watchlist
  • Firm intelligence layer
  • SDR outreach sequences
  • Manager analytics dashboard
  • Priority support
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Scale

$599/mo · unlimited MLOs

For IMBs, credit unions, and regional banks managing multiple branches.

  • Unlimited MLO seats
  • Everything in Growth
  • Multi-branch rollup analytics
  • Custom branding (logo + colors)
  • API access
  • Dedicated onboarding + CSM
  • SLA-backed uptime
Talk to Sales

14-day free trial · no credit card required · cancel any time · compliance guardrails on AI drafts

FAQ

Common questions

Setup in under 10 minutes

Stop running your branch blind.

Join branch managers who've reduced turnover by 40% and increased per-MLO production by 28%. Start free — your whole team gets access from day one.

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