The Loan Officer AI CRM for Zoom

Setup, Installation, and User Guide

Overview
The Loan Officer AI CRM for Zoom helps mortgage professionals connect their Zoom account with their CRM so they can streamline communication, automate follow-up, and manage lead activity more efficiently.

What the integration does
With this integration, users can connect Zoom to The Loan Officer AI CRM to support workflows related to appointments, communication, and lead management.

How to install the app

  1. Visit the Zoom App Marketplace.
  2. Search for The Loan Officer AI CRM for Zoom.
  3. Click Install.
  4. Review the requested permissions.
  5. Approve access to continue.

How to connect your CRM account

  1. After installing the app, open the integration.
  2. Sign in to your Loan Officer AI CRM account.
  3. Follow the prompts to authorize and connect your account.
  4. Confirm the correct sub-account or workspace if prompted.

How to use the integration
After connecting your account, the integration can be used to support Zoom-related workflows inside The Loan Officer AI CRM. Depending on your account configuration, this may include appointment-related automation, CRM activity syncing, and follow-up processes.

How to remove the app

  1. Log in to your Zoom account.
  2. Go to the Zoom App Marketplace.
  3. Open Manage > Installed Apps.
  4. Select The Loan Officer AI CRM for Zoom.
  5. Click Remove.

Support
For support, please visit:
https://www.loanofficercrm.ai

You can also contact your support team through your official support page or contact form.

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