# LoanFlo

> LoanFlo is the first Native AI CRM for Mortgage. Lucy is your AI mortgage agent — she reads documents, makes calls, pre-qualifies borrowers, and follows up until the loan moves.

## Lucy — AI Mortgage Agent

Lucy is LoanFlo's AI mortgage agent. She places outbound calls, sends SMS and email follow-ups, reads paystubs, W-2s, bank statements, and 1003s, answers FHA, VA, Fannie, and Freddie guideline questions, pre-qualifies files, and automates borrower follow-up.

## Who It's For

Mortgage brokers, loan officers, and mortgage teams.

## Core Capabilities

- AI mortgage agent (voice, SMS, email)
- Native mortgage CRM (pipeline, 1003, borrower portal)
- Mortgage document intelligence and income/DTI analysis
- Mortgage guideline Q&A
- Campaign and follow-up automation
- Built on 20 years of mortgage origination experience

## Security

- Data hosted in SOC 2 Type II & ISO 27001 certified data centers.
- Bank-Level 256-bit Encryption
- AES-256 Encryption at Rest

## Company

- Brand: LoanFlo
- Website: https://loanflo.ai
- Founder: Omar Abassi
- LinkedIn: https://www.linkedin.com/in/omarabassi/
- Contact: omar@loanflo.ai