LoanX User Guide

Welcome to LoanX, your intelligent loan origination system powered by AI voice assistant technology. This comprehensive guide will help you understand and effectively use all features of the LoanX iOS application.

What is LoanX?

LoanX is a modern loan origination system (LOS) designed for mortgage professionals. The app combines traditional loan management capabilities with cutting-edge AI voice assistant technology, enabling you to:

Manage loan applications efficiently
Create and track loan workflows
Interact with an AI assistant for mortgage calculations and rate information
Access real-time mortgage rates and property data
Integrate with your existing contacts and systems

Key Features

AI Voice Assistant

Gemini Live Integration: Real-time conversation with an advanced AI assistant
Mortgage Calculations: Instant affordability analysis, payment calculations, and loan comparisons
Rate Information: Access to current mortgage rates and market data
Voice Commands: Natural language interaction for complex mortgage scenarios

Loan Management

Loan Creation: Create new loans from contacts or manual entry
Loan Selection: Browse and select from existing loans
Search & Filter: Find specific loans quickly
Integration: Seamless connection with loan origination systems

Tab Bar Interface: Easy access to key features
Drawer Menu: Additional options and settings
Web Integration: Hybrid native and web-based functionality
Context Switching: Switch between loans and environments effortlessly

Siri Integration

Voice Commands: "Show me my loans" and other Siri shortcuts
Spotlight Search: Find loans directly from iOS search
Quick Actions: Rapid access to frequently used features

Getting Started

Ready to begin? Start with our Getting Started guide to install and set up LoanX on your iOS device.

This user guide is organized into the following sections:

Getting Started - Installation, setup, and first launch
Authentication - Sign in methods and account management
Loan Management - Creating, selecting, and managing loans
AI Voice Assistant - Using the AI-powered voice features
Navigation & Interface - Understanding the app's interface
Settings & Configuration - Customizing your experience
Siri Integration - Voice commands and shortcuts
Troubleshooting - Common issues and solutions

System Requirements

iOS 18.0 or later
iPhone 10 or newer (iPhone 12 or newer recommended for optimal voice assistant performance)
Active internet connection
Microphone access for voice assistant features

Support & Feedback

For technical support or feature requests, please contact your system administrator or refer to the Troubleshooting section.

Last Updated: Aug 2025 App Version: Compatible with LoanX iOS v1.0.2+