AI concierge
Every pre-qual lead gets a response in minutes, day or night. It qualifies, answers program questions and books consults — compliantly, screened against approval and rate promises, and always reviewable.
Lender website · Pre-qual funnel · AI concierge · Loan CRM
Turn visitors into
pre-qualified borrowers.
The all-in-one platform for loan officers — a branded lender website with an AI pre-qualification funnel that captures, an AI concierge that follows up instantly, and a loan pipeline your team actually uses.
No credit card. Full platform. Advisory pre-qual — no credit pull, no approval promises.
Purchase & refione loan pipeline
FHA · VA · Convprogram-aware AI
24/7AI concierge follow-up
2 daysfree — no card required
From first click to funded loan
One pipeline, no duct tape. Every stage feeds the next — automatically.
01
Capture
A fast, branded lender site with a pre-qualification wizard and rate tools that turn anonymous visitors into named, qualified leads.
02
Qualify
Advisory AI returns the loan programs a borrower looks suited for — with a compliance disclaimer. No credit pull, no approval promises.
03
Nurture
The AI concierge answers in minutes and books consults. Starter drips nurture pre-quals, refinance leads and past clients — compliantly.
04
Fund
Application → Processing → Underwriting → Clear to Close → Funded — milestones and probability tracked to the closing table.
A lead magnet built for lenders.
Home-value widgets convert for agents. For loan officers, it's pre-qualification.
Pre-qual funnel
Turn a curious visitor into a qualified borrower
An interactive, step-by-step wizard walks a visitor through a friendly estimate and hands you a warm lead — with the sensitive numbers kept as coarse bands, never raw.
- Purchase or refinance, price, down payment, income band, credit range, timeline
- Advisory AI result with a mandatory compliance disclaimer
- Privacy-first: names never go to the AI, only coarse bands
Loan pipeline
A pipeline shaped for lending, not listings
Every lead flows through a lending lifecycle — Application through Funded — with milestones, tasks and per-stage probability so you always know what's likely to close.
- Loan-stage milestones instead of showings and offers
- Refinance leads kept clear of real-estate seller flows
- Weighted forecast tuned to the loan lifecycle
Compliance
NMLS details where borrowers expect them
Add your NMLS ID and licensed states once — they appear across your site alongside your lending disclaimer and Equal Housing Lender mark. AI messages are screened against prohibited claims.
- NMLS ID, licensed states and disclaimer across every page
- "Guaranteed approval / rate" language blocked in outbound messages
- Advisory-only pre-qual — never a commitment to lend
Everything a loan officer runs on.
Nothing you have to bolt on.
Pre-qualifyBranded lender website
Loan programs, rate calculator, pre-qual funnel and loan-officer bio — on your own domain, in your own brand.
Lead Central
One command deck: hot list, saved views, NOW queue, review queue. Call, text, email and task without hunting through tabs.
Smart drips
Ship day one with starter sequences — New Pre-Qual Follow-Up, Refinance Nurture and Post-Close Client Retention — reacting to behavior, not just timers.
Rate calculator & programs
Drop a payment calculator and loan-program cards onto your site — FHA, VA, Conventional, Jumbo — with your own default rates.
Reporting & ROI
Source attribution, funnel and forecast tuned to loan stages. Know which dollar made you ten.
Your brand. Your domain.
Our engine.
Every workspace gets its own lender website and client emails — on your own domain. Your borrowers see your name and NMLS everywhere. LeadVeno stays in the engine room.
- Custom domain for your lender site
- NMLS ID, licensed states & Equal Housing Lender displayed
- Isolated workspace — your data is only yours
Replace the front of your funnel.
LeadVeno handles website, lead capture, nurture and pipeline — and plays nicely alongside your loan origination system. Most teams are live in a day, with a layout your team already knows how to use.
Simple plans. Serious platform.
Start free. Pick a plan when it's already paying for itself.
Solo
One loan officer, the full platform.
- Lender website & pre-qual funnel
- AI concierge & smart drips
- Lead Central & loan pipeline
- NMLS display & reporting
Team
For lending teams that compete on speed.
- Everything in Solo
- Lead routing & SharkTank
- Roles & accountability views
- Team leaderboards
Branch
Multi-team, white label, scale.
- Everything in Team
- Custom domains per team
- Priority onboarding & migration
- Dedicated support
Early-access pricing — locked in for founding customers. 2-day free trial on every plan.
Your next borrower is already searching.
Request your trial and we'll build your demo workspace — a loan-officer site with a working pre-qual funnel, not lorem ipsum.
- Tell us about your team60 seconds, no card required.
- We prepare your demoYour access details land in your inbox within 24 hours.
- 2-day free trialThe clock starts when you first sign in — not before.
Already have access? Sign in
✓
Request received!
Your demo is being prepared — we'll email your access details within 24 hours. Keep an eye on your inbox.