LoanOfficer.ai MCP
CRM (Customer Relationship Management)
Use LoanOfficer.ai MCP to take action in your AI tools
Use Zapier Agents for a quick no-code setup, or connect to any AI environment with the Zapier MCP server.
Try in any AI platform
Supported actions
Add Borrower to Campaigns
Add borrower to campaigns
Add Partner to Campaigns
Add partner to campaigns
Create Contact
Create new contact in the system
Create Partner
Create new partner in the system
Update Contact
Update a contact in the system
Update Partner
Update a partner in the system
Search Contact by Integration ID
Search a contact id and by passing the first part of the uuid.
Search Contact by Email
Search a contact by email and get information about it and it's mortgages
Use LoanOfficer.ai MCP with any AI assistant
Zapier LoanOfficer.ai MCP lets you connect LoanOfficer.ai's actions with any AI tool that supports MCP, all without managing integrations or writing glue code. It's built for developers who want flexibility without complexity.
Step 1: Generate your secure MCP URL
Get your unique, dynamic MCP server URL instantly. This endpoint securely connects your AI assistant to Zapier's vast integration network.
Step 2: Choose your Zapier Actions
Customize the specific actions your AI assistant can perform within LoanOfficer.ai. Select and scope actions to align with your LoanOfficer.ai workflows.
Step 3: Connect with your tool of choice
Integrate your AI Assistant seamlessly using your generated MCP endpoint, enabling your AI Assistant to execute real-world tasks securely and reliably.
Introducing the Zapier MCP integration
Why developers love Zapier MCP
- No need to build or host your own APIs
- Connect once, access 30,000+ Zapier actions
- Secure, scoped access by default
- Works across your favorite dev tools
