Integrate LoanOfficer.ai with Retently

Trigger NPS/CSAT surveys after key client interactions like mortgage approval or updates, sync customer contact details and feedback scores to improve service quality and client relationship management.

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About LoanOfficer.ai

LoanOfficer.ai enables users to create, search, and update contacts in the system, facilitating the management of client information and mortgages.

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LoanOfficer.ai to Retently

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Retently to LoanOfficer.ai

1

Create Contact

Creates a new contact in the system.
2

Search Contact by Email

Searches a contact by email and retrieves information about it and its mortgages.
3

Update Contact

Updates a contact in the system.

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