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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.
A loan officer types 610 Vista Del Mar into Mortgage Maker and the property record fills itself in: our estimate of $1,152,000 next to the $1,180,000 list price, the likely range, the county property tax, homeowners insurance, whether there is an HOA, the flood zone, the seller's two liens with each lender, and the title and escrow fees for the address.

Type an address. Liens, taxes, HOA and value pour in.

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, a borrower types the home's address into her loan officer's link on her phone. The property record is pulled and a new column appears beside her loan officer's highlighted option, with the payment for that home built from live data: principal and interest, property tax, homeowners insurance and mortgage insurance, a total of $8,742 a month and $147,491 cash to close.

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. Everything you used to go looking for is already on the page.

  • Lien holder
  • Liens on record
  • County taxes
  • Title and escrow
  • Homeowners insurance
  • HOA
  • Value vs. list price

Drop in a Loan Estimate or MISMO 3.4 file. Your numbers pull in.

A closing disclosure or mortgage statement works too. 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.

A loan officer drags a Loan Estimate into Mortgage Maker. It reads the terms, closing costs and prepaids, then builds three options side by side, 20%, 15% and 10% down, each with its monthly payment and total cash to close. The home’s listing photo sits above its options.

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.

We watch the market so you don’t have to. Real-time updates that protect your pipeline and your borrower’s peace of mind.

  • 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.

An intuitive system that finds ways for your borrowers to save, and celebrates them along the way.

4 of 5 borrowers never come back.

Not unhappy. Just never given a reason to stay.

Here’s how you give them one.

Home Wealth, in beta. A funded loan arrives from ARIVE into the loan officer's book. The homeowner, Sarah, gets an email from her loan officer that her home is worth $1,392,000 this month, and her page shows what she owns, what she owes, a new milestone that her mortgage insurance may come off, and how close today's rates are to her target rate.
  • It watches their strike 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.

Included.

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 · The whole stack

One subscription. Six you can cancel.

Your stack, the way your bank sees it.

Chase Business Checking
August 01, 2026 through August 31, 2026 Account Number: 000000784 512 4821

JORDAN ELLIS
COASTLINE HOME LOANS LLC

Checking SummaryBusiness Checking
ItemAmount
Beginning Balance$7,412.19
Deposits and Additions+24,795.00
Withdrawals and Subtractions−2,511.96
Ending Balance$29,695.23
Transaction Detail
DateDescriptionAmountBalance
  1. 08/01Beginning Balance$7,412.19
  2. 08/01Mortgage Coachpresentations−150.007,262.19
  3. 08/02MBS Highwaysubscription−200.007,062.19
  4. 08/02DocuSigne-signature−45.007,017.19
  5. 08/03Homebotclient equity−125.006,892.19
  6. 08/04Starbucks 1187 Carlsbad CA−7.856,884.34
  7. 08/05PropStreamproperty data−99.006,785.34
  8. 08/05Egnytedocument management−100.006,685.34
  9. 08/08 Mortgage Makerthe six above, one login −950.00 5,735.34 Annual plan · $950 for the year
  10. 8 other charges−835.114,900.23
  11. 3 commissions+24,795.0029,695.23
  12. 08/31Ending Balance$29,695.23
Page 1 of 2 · Sample statement

Not paying for all six? Tap the ones you don’t.

You keep $7,678 a year.

Not paying for all six? Click the ones you don’t.Tap the ones you don’t.

Individual

One plan. All of it.

$99 /month

Billed monthly.

Start your 14-day free trialEmail me the trial link
Card required. Nothing charges for 14 days. Cancel in one click, in Settings.
Billing handled by Stripe
  • AI report builder: unlimited options, live property data built in.
  • One borrower link that holds it all: loan comparisons, the pre-approval letter, document requests, e-signatures and your application.
  • Client engagement data: they open it, you get notified.
  • Lock/float calls New every market day. We watch the market so you don’t have to.
  • Home Wealth Beta: a monthly email and a page for every past client’s home.
  • Property Marketing Kit Early access: flyers that capture leads.

Every new tool we ship lands in this plan.

Everything included. No add-ons, nothing held back.

For teams and branches

Every seat, the same borrower experience.

Add seats, invite your loan officers, and pay one bill.

  • A seat for every loan officer.
  • Admin and Member roles.
  • Invites, and one bill for the team.
How many loan officers?
Book a team walkthrough
Or start a trial on one 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.

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

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

Switching from Mortgage Coach or MBS Highway?

Mortgage Maker runs on live property data. Drop in a Loan Estimate, closing disclosure, mortgage statement or MISMO 3.4 file and your numbers pull in. You get a powerhouse of data and features at a fraction of the price.

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.

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.

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?

They will use it, and they will tell their friends and family about the experience you gave them.

Where do the numbers come from?

High-quality, sourced data. 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 whole product.

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

Built for a big screen.

We’ll email your trial link. Your first report takes about three minutes at your desk.

Continue on this phone

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