Your CRM. AI voice agent. Website. Refi finder. Contract reader. One subscription. One price. And it gets better every month — based on what you ask for.
Every loan officer we've talked to has the same three problems.
"A lead called while I was in a closing.
They went with someone else."
AI Voice Agent answers every call, qualifies leads, and routes them to your pipeline — automatically.
"I have 400 past clients.
No idea which ones are ready to refi right now."
Refi Finder scans your entire database daily and surfaces who's ready — with a score, savings estimate, and commission projection.
"I'm paying $700/month for Shape.
I use about 10% of it."
LoanAtlas replaces Shape, Jungo, your website vendor, and your VA stack — at $247/mo founding price.
LoanAtlas fixes all three. Automatically.
These are real tools inside LoanAtlas. Click through and try them.
Past clients scanned
247
Refi opportunities
16
Est. commission (2%)
$110,020
| Borrower | Type | Loan Amt. | Est. Commission | Rate at Close | Market Rate | Mo. Savings | Score | Status |
|---|---|---|---|---|---|---|---|---|
| Derek Washington | Cash-Out | $520K | $10,400 | 5.875% | 6.12% | $680/mo | 92 | Hot |
| Priya Nair | Cash-Out | $445K | $8,900 | 4.500% | 6.12% | $510/mo | 89 | Hot |
| Brian Foster | PMI | $342K | $6,840 | 7.125% | 6.12% | $193/mo | 88 | Hot |
| Sandra Brooks | Rate | $444K | $8,880 | 6.825% | 6.12% | $261/mo | 85 | Hot |
| Carlos Mendez | Cash-Out | $380K | $7,600 | 3.875% | 6.12% | $425/mo | 84 | Hot |
| Megan Price | PMI | $298K | $5,960 | 6.750% | 6.12% | $157/mo | 82 | Hot |
| David Kim | Rate | $377K | $7,540 | 6.750% | 6.12% | $198/mo | 81 | Warm |
| Tony Reeves | Rate | $370K | $7,400 | 6.700% | 6.12% | $179/mo | 78 | Warm |
Everything a loan officer needs to run a modern mortgage business — built to work together from day one.
Scans your entire past client database daily. Surfaces who's ready to refi with a score, monthly savings estimate, and projected commission.
Answers inbound leads when you're in a closing. Qualifies them with a natural conversation, then routes them to your pipeline automatically.
Paste any purchase agreement. AI extracts all key fields — price, dates, contingencies, commission estimate — in under 10 seconds.
Shareable payment calculator with your branding. Embed on your website or send to clients directly from the CRM.
Pre-built pipeline stages from lead to funded. Automated follow-up sequences, task reminders, and deal tracking — all configured for loan officers.
A professional mortgage website with an AI chat widget, Zillow lead import, and Arive LOS sync — included in your subscription.
| Feature | LoanAtlas$247/mo | Shape$499/mo | Jungo$99/mo | Generic CRM$299/mo |
|---|---|---|---|---|
| AI Refi Opportunity Finder | ||||
| AI Voice Agent (lead qualification) | ||||
| AI Contract Reader | ||||
| Payment Estimator | ||||
| Full LO Pipeline CRM | ||||
| Done-for-you website | ||||
| Zillow lead import | ||||
| Arive LOS sync | ||||
| Built by a loan officer | ||||
| Monthly price | $247 | $499 | $99 | $299 |
The founding member window closes at 25 members. After that, the price doubles.
$247
/month · billed annually · locked forever
+ $497 one-time setup fee
$497
/month · standard pricing
+ $497 one-time setup fee
$3,000/yr
Annual savings vs. standard
$15,000+
Lifetime savings (5 yrs)
< 1 closed loan
Break-even on setup fee
Adjust your numbers and see how LoanAtlas pays for itself.
Based on 2% commission · $2,964/yr subscription + $497 setup
Monthly revenue
$35,000
Annual revenue
$420,000
ROI on LoanAtlas
0%
0+
Past clients scanned daily
0
Avg. refi opportunities found
0/mo
Founding member price
0-day
Money-back guarantee
I built LoanAtlas because I was the loan officer with the problem. I had 400 past clients, no system to identify who was ready to refi, and I was paying for three tools that barely talked to each other.
So I built what I actually needed — an AI-powered CRM that runs on GoHighLevel, pre-configured for loan officers, with the tools I wished existed. LoanAtlas is what I use every day at my Columbus, Ohio brokerage.
NMLS
#368612
Based in
Columbus, OH
Status
Active Broker

Ian Eichelberger
Founder · NMLS #368612 · Columbus, OH
$247/mo locked forever. Done-for-you setup. 30-day money-back guarantee. 7 spots left.
No contracts. Cancel anytime. 30-day money-back guarantee.