Skip to content
NEW Maker’s Call: lock or float, every market dayLock or float, called daily

Describe the loan. Watch it build itself.

Every option builds side by side, with property data, closing costs and cash to close. Your borrower gets one link.

Start your 14-day free trialEmail me the trial link Watch the 4-minute demo
First report in about three minutes. Nothing charges for 14 days. A new borrower report goes out about every 10 minutes.A report goes out about every 10 minutes.
app.mortgagemaker.ai /report/new
Hendersons, 610 Vista Del Mar: 20, 15 and 10% down, 30-year fixed.
Try one
Pulling the county record for 610 Vista Del Mar… Orange County · parcel found County taxes on file. Rate set for each down payment. $14,750/yr · 3 tiers Insurance and HOA dues checked. Title and escrow priced. $260/mo · no HOA · 2 vendors Cash to close, every option. 3 options Built. Ready to send. Sample · Sep 10, 2026 · 8:42 AM ET
Loan detailsThe Henderson filePurchase · 610 Vista Del Mar, San Clemente610 Vista Del Mar
Option 120% down
Option 215% down
★Highlighted by MarcusOption 310% down
Loan terms
Purchase price
$1,180,000
$1,180,000
$1,180,000
Down payment
$236,000
$177,000
$118,000
Loan amount
$944,000
$1,003,000
$1,062,000
Rate · 30-yr fixed
6.625%
6.75%
6.875%
Monthly payment
Principal & interest
$6,045
$6,505
$6,977
Taxes & insurance county record
$1,489
$1,489
$1,489
Mortgage insurance
$0
$188
$276
Total monthly
$7,534
$8,182
$8,742
Cash to close
Total cash to close title & escrow
$264,318
$205,904
$147,491
Top of the reportturn any card on or off
Welcome noteWritten from this file
Welcome videoRecord over the report
Meet the team1 on the report
Approval letterUp to $1,180,000
Documents0 of 4 uploaded
Start the applicationapply link on the report
Report sections 11 of 16 in this report
Investment Growth Debt Consolidation Markets Tax Advantage of Owning Total Interest Cost Long-Term Wealth Payoff Accelerator Rate Buydown Biweekly Savings Homebuying Timeline Rent vs. Own Refinance Savings Referral Link Message Timeline of Funds Due The Tale of Two Brothers
yourloanplan.com/henderson
Sample loans. Estimates, not a Loan Estimate.

You got licensed to close loans,
not to babysit six subscriptions.

You sell loans and help families. The software should carry the rest.

Pricing · The whole stack

One subscription. Six you can cancel.

Your stack, the way your bank sees it.

HARBOR & MAIN Harbor & Main Bank Business banking statement
August 01, 2026 through August 31, 2026 Account Number: 000000784 512 4821

MARCUS REED
NEW WAY LENDING LLC

Checking SummaryBusiness Checking
ItemAmount
Beginning Balance$7,412.19
Deposits and Additions+24,795.00
Withdrawals and Subtractions−1,653.11
Ending Balance$30,554.08
Transaction Detail
DateDescriptionAmountBalance
  1. 08/01Beginning Balance$7,412.19
  2. 08/01Mortgage Coachpresentations−150.007,262.19
  3. 08/01Chevron 0091234 Carlsbad CA−88.107,174.09
  4. 08/02MBS Highwaysubscription−200.006,974.09
  5. 08/02DocuSigne-signature−45.006,929.09
  6. 08/03Homebotclient equity−125.006,804.09
  7. 08/04Starbucks 1187 Carlsbad CA−7.856,796.24
  8. 08/05PropStreamproperty data−99.006,697.24
  9. 08/05NMLS−335.006,362.24
  10. 08/05Egnytedocument management−100.006,262.24
  11. 08/08 Mortgage Makerthe six above, one login −99.00 6,163.24 $99 a month · or $950 a year
  12. 08/11In-N-Out Burger 221 Carlsbad−14.326,148.92
  13. 08/13Pickleball Paradise Pro Shop−42.006,106.92
  14. 08/19Costco Whse 0475−212.445,894.48
  15. 08/21Safe CE8 hr continuing ed−49.005,845.48
  16. 08/25The Crossings at Carlsbad−86.405,759.08
  17. 8 other charges−835.11
  18. 08/29Commission610 VISTA DEL MAR+6,600.0012,359.08
  19. 08/31Commission2 CALLE PONTE BELLA+5,900.0018,259.08
  20. 08/31Commission1420 SEA BLUFF WAY+12,295.0030,554.08
  21. 3 commissions+24,795.00
  22. 08/31Ending Balance$30,554.08
Page 1 of 2 · Sample statement

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

You keep $7,440 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, unlimited property data.
  • One borrower link: comparison, pre-approval, docs, e-sign.
  • Pings the moment they open it.
  • Maker’s Call: lock or float, every market day.
  • Home Wealth Report Beta: past clients’ home value, monthly.
  • Property Marketing Kit Beta: flyers that capture leads.

Every new tool we ship lands in this plan.

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

Teams & Enterprise

One brand and shared templates for every LO.

Book a team walkthrough

ONE LINK. THE WHOLE LOAN.

From the first call
to welcome home.

01 THE AI-BUILT REPORT

Hang up the phone.
The report is already built.

Describe the loan or drop in a Loan Estimate. You check it and send.

  • Taxes, insurance and HOA, pulled in.
  • Your offer next to another lender’s.
  • Unlimited options. Unlimited property data.
PurchaseThe Henderson file
Option 120% down
Option 215% down
★Highlighted by MarcusOption 310% down
Purchase price
$1,180,000
$1,180,000
$1,180,000
Loan amount
$944,000
$1,003,000
$1,062,000
Rate
6.625%
6.75%
6.875%
Principal & interest
$6,045
$6,505
$6,977
Taxes & insurance
$1,489
$1,489
$1,489
Mortgage insurance
$0
$188
$276
Total monthly
$7,534
$8,182
$8,742
Total cash to close
$264,318
$205,904
$147,491
Insights
Cash kept vs. 20% down
$58,414
$116,827
RefinanceThe Henderson file
TodayCurrent loan
★Highlighted by MarcusOption 1Rate & term
Option 2Cash-out
Balance
$612,400
$612,400
$690,000
Rate
7.125%
6.375%
6.5%
P&I
$4,126
$3,821
$4,361
Monthly change
−$305
+$235
Total monthly incl. taxes
$5,615
$5,310
$5,850
Closing costs
$0
$5,795
$3,000
Cash to borrower
$74,600
Loan-to-value
52%
52%
58%
Insights
Break-even
19 mo
ARMThe Henderson file
Option 130-yr fixed
★Highlighted by MarcusOption 27/6 ARM
Option 35/6 ARM
Loan amount
$944,000
$944,000
$944,000
Start rate
6.625%
6.125%
5.875%
P&I
$6,045
$5,736
$5,584
Rate caps
5/1/5
2/1/5
First adjustment
Oct 2033
Oct 2031
Rate after yr 7
7.25%
7.25%
Worst case yr 8
$8,530
$8,475
P&I yrs 1 to 7 total
$507,780
$481,824
Insights
Savings yrs 1 to 7
$25,956
HELOC & 2ndsThe Henderson file
Option 1Cash-out refi
★Highlighted by MarcusOption 2HELOC
Option 3Fixed second
Amount
$138,000
$138,000
$138,000
Rate
6.5%
8.25%
8.875%
Payment
$872
$949
$1,231
Term
30 yrs
10 + 20 yrs
20 yrs
Payment after draw
$1,176
Keeps the 3.25% first?
No
Yes
Yes
Blended rate
6.5%
4.02%
4.12%
Total cash to close
$6,240
$0
$1,150
Insights
Saved vs. cash-out, yr 1
$22,220
$21,358
Sample file · estimates

Mark your pick. Borrowers see “Highlighted by Marcus.”

03 THEY OPEN IT

You’ll know
the moment they open it.

Their report opens with their home on the cover. New

  • Every open emailed, even the agent’s.
  • Your assistant or processor can get them too. New
  • Homes they add build with your terms.
Henderson · activity
yourloanplan.com/henderson
  1. Opened8:44 AM
  2. Viewed the letter8:46 AM
  3. Added a house8:51 AM
  4. Agent viewed the letter9:02 AM

04 THE LOCK CALL Live

Lock or float?
Know before they ask.

A call every market day, for 15, 30 and 60 days out.

  • A rate update for clients, with your NMLS.
  • Market move alerts the moment bonds move.
  • Every call scored, misses included.

A market read, not financial advice.

Home Sample data

Pricing down 45 bps since 8:30 AM ETHot jobs report

Maker’s Call Friday

Lock

Leaning lock

Even odds today, with a jobs report out this morning. Protect the files closing soon.

  • 15 dayLockStrong
  • 30 dayLockLeaning
  • 60 dayFloatLeaning
A normal day can cost1/8%
Floating can gain1/8%

Watching next: CPI, Tue 8:30 AM ET

Track record 51 of 60 calls right Last 90 days
Sample
Client note

Hi Sarah, a quick rate update. Rates could swing either way today, with a big jobs report out this morning. I’d lock rather than wait. Call me with any questions.Marcus Reed, New Way Lending, NMLS 12345

4 of 5 borrowers never come back.

Not unhappy. Just never given a reason to stay.

Here’s how you give them one.

STRATMOR Group, 2025

05 POST-CLOSING NURTURE Beta

The loan closes.
The relationship doesn’t.

Every month, past clients get their home’s value and equity, from you.

  • An email. No app, no login.
  • Flags when PMI can drop.
  • 500 past clients per LO, by CSV.

Included.

Elsewhere, $125 to $300 a month.

From
Marcus Reed via homewealthreport.com
To
Sarah Henderson
Subject
Your September Home Wealth Report
Delivered · 6:02 AM ET
Your home · 610 Vista Del Mar
Good morning, Sarah.
Your home is worth
$1,214,500
Since midnight it has already earned $96.16, and counting

Between rising value and every payment, this home builds about $280 of wealth a day.

Equity you own$418,203
You owe$796,297
Yours34%
Drop mortgage insuranceyour loan is under 80% of value −$276/mo
Marcus ran the numbers for youtwo scenarios, side by side View →
Home value is our estimate, not an appraisal.

Sample report

06 THE OPEN HOUSE Beta

Saturday’s open house.
Your next borrower.

Home Wealth keeps the clients you have. The Property Marketing Kit wins the next ones.

  • Property photos in the report.
  • A branded flyer in one click.
  • Buyers scan the flyer, you get the lead.

Mail now Mortgage Maker New lead from 610 Vista Del Mar open house Routed to Referrals · Jordan, 10% down, 740+
Your brand color

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

FOR BRANCHES AND LENDERS

Every seat, the same borrower experience.

Priced to how your branch runs.

  • Shared templates and one brand.
  • Co-branding with your referral partners.
  • A manager view across every seat.
How many loan officers?
Book a team walkthrough
Or start a trial on one seat
app.mortgagemaker.ai /branch/overviewTeam
New Way Lending · Carlsbad branch · 6 of 8 seats used This week
  • 0Reports this week
  • 0Opened
  • 0Letters issued
  • 0Docs collected
Seats
SeatRoleSent · openedStatus
MRMarcus ReedSenior LOSenior LO14 sent9 openedActive
KNKayla NguyenLOLO11 sent8 openedActive
DODevin OrtizLOLO9 sent5 openedActive
PSPriya ShahLOLO7 sent7 openedActive
TATom AlvarezLOLO3 sent1 openedActive
ERElena RuizLOLO0 sent0 openedInvited
Sample branch
Seat transfer requestedTom Alvarez · seat 6

A COMPANY WORTH COMING ALONG WITH

Ten years of bad software.
We took it personally.

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.

Tell us what’s wrong and we’ll fix it. That’s the deal.

Shawn, Founder

Tell us what to build next
  1. Shipped

    AI report builder, from one sentence.

  2. Shipped

    Live property data on every file.

  3. Shipped

    Approval letters with agent edits.

  4. Shipped

    Document portal with e-sign.

  5. Shipped

    Market move alerts by email.

  6. Shipped Live

    Maker’s Call: lock or float, daily.

  7. In betaHome Wealth and the Property Marketing Kit.

WORKS WITH YOUR STACK

Drop in a 1003 file. The report builds itself.

LIVE TODAY

  • ARIVE · via Zapier
  • MISMO 3.4 · drop in any 1003
  • 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 docs open

A few things you may be wondering.

Still wondering? support@mortgagemaker.ai

Switching from Mortgage Coach?

Drop in a Loan Estimate or 1003 file and the numbers pull in. Run both for 14 days and keep the one your borrowers open.

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 any address you know and the report builds from the county record.

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?

Price where you always do, then say the rate or type it in. Your 1003 file drops in, and ARIVE connects through Zapier.

Will my borrowers use it?

It’s a link on their phone, with no app and no password. You’ll know when they open it.

Where do the numbers come from?

Value, taxes, liens and HOA come from public property records. Rates and fees are estimates you set, and nothing goes out until you send it.

Is Maker’s Call advice?

It’s a market read, not a rate quote or investment advice. Every call is scored publicly, 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 Watch the 4-minute demo

Prefer a live run-through? Book a live demo

  1. Minute 0Email, name, cardNothing charges for 14 days.
  2. Minute 2Describe a real fileAddress or TBD, one sentence.
  3. Minute 3Watch it buildCounty record, taxes, cash to close.
  4. Day 1Send the borrower linkYou’re pinged when they open it.
  5. Day 7Maker’s CallA lock or float call every market day.
  6. Day 14Stay, or cancelOne click in Settings.

The 4-minute demo

See it build a real loan.

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.