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NEW Lock/float calls, every market dayLock/float calls, daily

Beautiful loan presentations. Clients for life.

AI and live property data build every presentation. Drop in a Loan Estimate or MISMO 3.4 file and your numbers pull in.

Start your 14-day free trialEmail me the trial link Book a live demo
Watch the 4-minute tour
Nothing charges for 14 days. First report in about three minutes.

Loan officers at CrossCountry Mortgage, New American Funding, Movement and Barrett Financial use Mortgage Maker.

01 / 12Opens like a listing.

Their report leads with the home, your video note and the pre-approval.

A loan officer types 610 Vista Del Mar. Live property data fills in: estimated value $1,152,000, property tax $1,229 a month, insurance $260 a month, no HOA, 4 bedrooms and 3 baths, built in 2004. The borrower's report opens like a listing: a photo of the home, prepared for Sarah, a gold pre-approved seal, a video note from Jordan, her loan officer, and a button to compare her three options.

At the open house

They type the address. Their payment is right there.

From their phone, standing in the kitchen. Your buyer adds the address to your link and gets a real payment in seconds.

  • Pulled live from the property record. List price, property taxes and HOA for that address, not a calculator’s guess.
  • Your terms. The home builds on the option you highlighted.
  • You get notified. You know which home, the moment they add it.
At an open house, Sarah types the address into her report on her phone. 610 Vista Del Mar appears next to the option Jordan highlighted, with its real taxes and a payment of $8,182 a month, and Jordan is told which home she added.

One link. The whole loan.

From the first call to welcome home.

An AI-built report, opened on your borrower’s phone. It carries them from the first quote to the closing table.

  1. 01AI-built reportLive data, every option, side by side.
  2. 02Loan approval letter and document collectionOne link for the borrower and their agent.
  3. 03They open it, you get notifiedClient engagement data on every file.
  4. 04Lock/float calls NewEvery market day.
  5. 05Home Wealth BetaThe loan closes. The relationship keeps going.
A borrower opens her loan officer's link on her phone. The report is branded to Coastline Home Loans: a cover for 610 Vista Del Mar prepared for Sarah, a pre-approval seal for a home up to $1,200,000, a note from Jordan Ellis and her loan team, then three loan options side by side, with Option 3 highlighted by Jordan: $8,742 a month and $147,491 cash to close.

01 The AI-built report

Hang up the phone. It’s already built.

Type the address. The full property record is already on the page: value and comps, rent, taxes, insurance, the title holder and every open lien. Refinance offers in minutes, and buyers negotiate with real numbers.

  • Value and active comps
  • Rent estimate
  • County and supplemental taxes
  • HOA dues
  • Insurance estimate
  • Title holder
  • Open liens, balances and rates
  • Equity
Jordan types 610 Vista Del Mar and the full property record pours in, 112 data points: our value estimate of $1,152,000 against the $1,180,000 list price, three active comparables, a $6,400 rent estimate, county taxes of $1,229 a month plus a $2,640 supplemental bill, insurance of $260 a month, no HOA, the title holders, and two open liens with their balances and rates, leaving $417,600 of equity.

Drop in any mortgage document. Your report builds itself.

A Loan Estimate, a Closing Disclosure, a statement or a MISMO 3.4 file, even another lender’s quote. Or describe the loan in a sentence. Every option builds side by side, closing costs and cash to close included. You check it and send.

Jordan drops another lender's Loan Estimate into Mortgage Maker. It reads the property, the loan terms, closing costs and prepaids, then builds three options side by side, 20%, 15% and 10% down, each with its monthly payment and cash to close.

03 Client engagement

They open it. You get notified.

Know who’s looking, and who’s ready to talk.

  • An email when they open it, even when it’s their agent.
  • Your activity feed and a Monday digest of who’s hot this week.
  • Your assistant or processor can get them too.
They open it, you get notified. Sarah opens her personal link and continues into the report. Seconds later Jordan Ellis gets an email on his phone: Sarah Henderson viewed your report. Every Monday he also gets a weekly digest that ranks what is hot: a letter the agent made for 610 Vista Del Mar at $1,150,000, a borrower who starred an option, a client back on their refinance after 18 days, and a report viewed six times over three days.

04 Lock/float calls New

Lock/float calls, every market day.

A lock or float call for 15, 30 and 60 days, the reason behind it, and what would change it. Every call scored, misses included.

Mortgage Maker's lock or float call for the day, on a loan officer's Home page: Maker's Call says Lock, strong, for 15, 30 and 60-day locks, with the reason, what would change it and the report it is watching. Below it, what a normal day can cost against what floating can gain, the mortgage bond price with its ceiling and floor, and the economic calendar in Eastern time.
  • 15, 30 and 60 days out. A call for each, every market day.
  • Market move alerts the moment bonds move.
  • A rate update for clients, with your NMLS.
  • Every call scored, misses included.

A market read, not financial advice.

05 Home Wealth Beta

Think Credit Karma, but for your mortgage.

A monthly report on every past client’s home, with your name on it. It finds ways for them to save and tells you both when rates hit their target.

4 of 5 borrowers never come back.

Not unhappy. Just never given a reason to stay. STRATMOR, 2025

Here’s how you give them one.

Home Wealth, in beta. Sarah's monthly home report from Coastline Home Loans: her home is worth $1,392,000, up $212,000 since she bought it, with her equity and how close today's rates are to her target rate. Jordan gets an alert when she is close.
  • It watches their target rate. Your borrower picks the rate that would make them refinance. The day rates get there, you both know.
  • Monthly emails and a page for their home, with your name on it.
  • Mortgage insurance, flagged the month it can come off.
  • Funded loans come in from ARIVE automatically. Set it and forget it. Or import any CRM or LOS export: a spreadsheet or a closing disclosure.

In your plan.

Elsewhere, $125 to $300 a month.

06 Property Marketing Kit Early access

Flyers that capture leads.

A branded open house flyer in one click. Buyers scan it and see their payment. You get the lead.

The Property Marketing Kit, in early access. An open house flyer for 610 Vista Del Mar, listed at $1,180,000, shows three ways to own it with the monthly payment, rate, APR and cash to close for each, the listing agent, the loan officer and a QR code. A buyer scans it, slides the down payment on the loan officer's page for the home, picks a credit range, leaves a name and a phone number, and is told the loan officer will be in touch with next steps.

WHAT LOAN OFFICERS SAY ON GOOGLE

“From a BlackBerry to an iPhone.”

Sam TelloloanDepotNMLS 479946

  • ★★★★★ Google review

    “I’ve tried many other presentation tools and found them clunky and lacking. My customers give very positive feedback.”
    Ryan SkellyStandard Mortgage Corp

  • ★★★★★ Google review

    “A powerful tool for a great price. It’s already saved me hours of work, and my borrowers and agents are very happy.”
    Kristopher McCaslin

  • ★★★★★ NMLS 899983

    “It helps explain the mortgage payment and the Total Closing Costs. My Realtors love it!”
    Rick GuerreroNeighborhood Loans

  • ★★★★★ Google review

    “A game changer for my business. Interactive, detailed reports for purchase and refi clients. It’s helped them understand their options.”
    Alex Louie

  • ★★★★★ NMLS 303871

    “The property data autoload feature is an absolute lifesaver.”
    David GlickFirst Community Mortgage

  • ★★★★★ NMLS 264396

    “Clear, professional, and fully customizable reports in minutes.”
    Dino KatsiametisEthos Lending

Pricing

One subscription. Six you can cancel.

Mortgage Coach alone costs more than Mortgage Maker.

Typical monthly list prices.

Mortgage MakerAll six. One login.

$99/mo

You keep $620 a month.

Start your 14-day free trialEmail me the trial link

Nothing charges for 14 days. Then $99 a month.
Card required. Cancel in one click. No retention call.

Billing handled by Stripe

  • AI report builderUnlimited options, live property data built in.
  • One borrower linkLoan comparisons, the pre-approval letter, document requests, e-signatures and your application.
  • Client engagement dataThey open it, you get notified.
  • Lock/float calls NewEvery market day. We watch the market so you don’t have to.
  • Home Wealth BetaA monthly email and a page for every past client’s home.
  • Property Marketing Kit Early accessFlyers that capture leads.

Every new tool we ship lands in this plan.

For teams and branches

Every seat, the same borrower experience.

Add seats, invite your loan officers, and pay one bill. Teams get a lower price per seat.

Mortgage Maker for a team: the organization page for Coastline Home Loans. The admin sees every person, their role and whether they have joined, how many seats are in use, and invites a new loan officer in one step. Each seat gets the full product.

From the founder

We’re building what loan officers have been asking for.

From the desk of Shawn Brown, Founder

I’ve been using mortgage lending technology for 20 years, 10 of those as a loan officer, and most of those years the software made my job harder, not easier.

We set out to build what everyone in the industry has been asking for: quality tools at a fair price.

Every tool we ship lands in your plan. Your subscription gets more valuable every month. That’s the deal.

Shawn, Founder

HousingWire Rising Star · NMP 40 Under 40

In your plan today

  1. AI report builder, from a sentence or a Loan Estimate.

  2. Live property data on every file.

  3. Loan approval letters, and offer letters agents write up to your max.

  4. Document collection in the same link.

  5. Client engagement data, the moment they open it.

  6. New

    Lock/float calls, every market day.

  7. NextHome Wealth (beta) and the Property Marketing Kit (early access).

WORKS WITH YOUR STACK

Drop in a MISMO 3.4 file. The report builds itself.

LIVE TODAY

  • ARIVE · via Zapier
  • MISMO 3.4 · a 1003 exported as MISMO 3.4
  • Zapier · 7,000+ apps
  • GoHighLevel · via Zapier

SECURITY

  • SOC 2 Type IIin progress
  • 256-bit encryptionat rest and in transit
  • PCI DSSbilling via Stripe
  • Verified borrower accessemail code before documents open

A few things you may be wondering.

Still wondering? support@mortgagemaker.ai or (650) 502-5002

Why do you need my card?

It keeps spam accounts out. Nothing charges for 14 days, and you can cancel in Settings in one click.

Switching from Mortgage Coach or MBS Highway?

Bring your next file. Drop in the Loan Estimate, closing disclosure or MISMO 3.4 file and your numbers pull in, with live property data around them. $99 a month, everything included.

Do you offer team pricing?

Yes. After you sign up, add your team from Settings and manage every seat from one admin dashboard. Team accounts get a lower price per seat, and large teams get large discounts. Book a team walkthrough and we’ll price yours.

How long does it take to learn?

If you can describe a loan, you can use it. Your first report takes about three minutes.

Do I need a live file to try it?

No. Type your own address and start with something familiar.

Does it work with my LOS and pricing engine?

Beta: Pull pricing straight from your LOS and pricing engine.

Until then, price where you always do, then say the rate or type it in. ARIVE connects through Zapier.

Will my borrowers use it?

It’s one link that opens on their phone. No app to download. You’re notified the moment they open it.

Where do the numbers come from?

Value, taxes, liens and HOA come from property records for that address. Rates and fees are yours to set, and nothing goes out until you send it.

Are the lock/float calls advice?

They’re a market read, not a rate quote or investment advice. Every call is scored, and you still make the call.

Start with a real file

Your next borrower is already comparing you to someone.

Pick a file on your desk. Start there. Card required, nothing charges for 14 days, cancel in one click.

Start your 14-day free trialEmail me the trial link Book a live demo

Not ready to talk? Watch the 4-minute tour

  1. Minute 0Email, name, cardNothing charges for 14 days.
  2. Minute 2Start a real fileAn address, a sentence or a Loan Estimate.
  3. Minute 3Watch it buildLiens, taxes, HOA, cash to close.
  4. Day 1Send the borrower linkYou’re notified when they open it.
  5. Day 7Lock/float callsEvery market day.
  6. Day 14Stay, or cancelOne click in Settings.

The 4-minute tour

Four minutes. The highlights.

Start your 14-day free trialEmail me the trial link or book a live demo

Send it to your inbox.

Open it later on your phone, tablet or laptop. First report in about three minutes.

Start now instead

BetaHome Wealth

Get early access.

It’s opening to accounts in waves. Leave your email and you’ll hear first.

Join a live demo.

30 minutes with other loan officers. Bring your questions.

Times in your time zone