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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. 18 Via Sonrisa appears next to the option Jordan highlighted, with its real taxes and a payment of $7,907 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 PremiumThe loan closes. The relationship keeps going.
  6. 06Property Marketing Kit PremiumOpen house flyers that bring you leads.
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 2 highlighted by Jordan: $8,182 a month and $205,904 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 the open liens on record. 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 $2,410 supplemental bill, insurance of $260 a month, no HOA, the title holders, and two open liens with their balances and rates, leaving $389,600 of equity against the estimate.

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

A Bloomberg terminal for mortgage rates.

Know whether to lock before your borrower asks. Live market alerts and a call every market day, with the reason behind it.

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.
  • Lock or float, every market day, for 15, 30 and 60 days.
  • Live alerts the moment the market moves.
  • The why behind every call, and what would change it.
  • Every call scored, misses included.

A market read, not financial advice.

05 Home Wealth Premium

Think Credit Karma, but for your mortgage.

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

4 of 5 borrowers never come back.

STRATMOR, 2025

Not unhappy. Just never given a reason to stay.

Here’s how you give them one.

Home Wealth. Sarah's home page from Coastline Home Loans, three years after she bought 610 Vista Del Mar. Her home is worth $1,392,000, up $212,000. The chart marks her milestones: 20% equity and a new high. Rates drop to her 5.75% target, the page shows her options are open at about $850 a month less, and Jordan gets an alert to call her. Her inbox shows each milestone email.
  • It watches their target rate. Your borrower picks the rate that would make them refinance. The day rates get there, you both know.
  • Every milestone, celebrated. 20% equity, a new high, each year in the home. Every email comes from you.
  • Mortgage insurance, flagged the month it can come off.
  • Funded loans come in from your LOS 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.

Premium, included in your $99. It opens on day 15, your first paid day. Start today and it’s yours in two weeks.

Start my trial

06 Property Marketing Kit Premium

Flyers that capture leads.

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

Premium, included in your $99. It opens on day 15, your first paid day. Start today and it’s yours in two weeks.

Start my trial
The Property Marketing Kit, a premium feature. 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

Everything in one plan. Use what you need.

Win the loan

  • AI-built presentationsFrom a sentence or any mortgage document.
  • Property profilesValue, comps, rent, taxes, title and open liens.
  • Open house paymentsBuyers add a home and see a real payment.
  • Live walkthroughsYou both see every change as it happens.
  • Video notesWalk them through the numbers on camera.
  • Your brand on every reportYour logo, your colors, your name.

Close it fast

  • Approval lettersAgents write offer letters up to your max.
  • Document collectionThey upload from their phone.
  • E-signaturesSigned in the same link.
  • Engagement alertsKnow the moment they open it.
  • Lock/float alerts and market analysis NewA call for 15, 30 and 60 days, every market day.

Grow your book

  • Home Wealth PremiumPost-funding nurture for every past client.
  • Property Marketing Kit PremiumOpen house flyers that bring you leads.
  • Any LOS or CRM Q4 2026Live in all individual accounts.

PremiumHome Wealth and the Property Marketing Kit are included in your $99. They open on day 15, your first paid day.

Start your 14-day free trialEmail me the trial link

For teams and branches

A presentation your brand is proud of. From every loan officer.

Every loan officer sends the same polished report, with your logo and colors on every page. 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. Lock/float calls, every market day. New

  7. Home Wealth: every past client hears from you at each milestone, from day 15. Premium

  8. The Property Marketing Kit: open house flyers that bring you leads, from day 15. Premium

  9. Something big is coming.

    It changes how loan officers win and keep clients, and it’s close. Come along for the ride: the list sees every launch first.

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

Q4 2026

  • Any LOS or CRM · live in all individual accounts

SECURITY

Your borrowers trust you with everything. So we lock it all down.

  • Verified borrower accessAn email code before documents open
  • 256-bit encryptionAt rest and in transit
  • SOC 2 Type IIIn progress
  • Masked session replays. Borrower names and loan figures hidden.
  • Every release checked. Automated security checks before code ships.
  • Locked-down access. Rate limits and access checks on every request.
  • PCI DSS payments. Cards handled by Stripe, never stored by us.
  • Amazon Web Services. Where the app and its data run.

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.

Do I need a seat for my processor or assistant?

No. Your processor or loan officer assistant can work under your seat and act on your behalf. You only need a seat for each loan officer.

How long does it take to learn?

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

What’s in the free trial?

Everything you need to run real files: the AI report builder, property data, approval letters, document collection, e-signatures, live walkthroughs, engagement alerts and lock/float calls. Home Wealth and the Property Marketing Kit are premium features, included in your plan. They open on day 15, your first paid day.

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?

Connect any LOS or CRM. It goes live in all individual accounts in Q4 2026. Today, drop in a MISMO 3.4 file or a Loan Estimate, or connect through Zapier.

Beta: Pull pricing straight from your pricing engine.

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

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 7Your Monday digestWho opened it, and who’s hot.
  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