Features

Discover the platform features

Deliver exceptional service to all leads with minimal effort

Generate Presentations
10x Faster⏲️

Organize presentations in a single view.  Enter an address for instant property data and accurate payment details, removing guesswork.  Empower borrowers with the same self-service property data, eliminating last-minute estimate requests and keeping borrowers inside your ecosystem (away from competitors🚷).

A picture is worth a thousand words

Gain Trust by Educating Your Borrowers 🏫

Let your borrowers visualize the details with interactive presentations all in one place. From closing cost timelines to long-term investment analysis, Mortgage Maker is your comprehensive hub for borrower education.  Plus, new tools are released as markets continue to evolve.

THE CLOSEST THING TO A CRYSTAL BALL

Stay Informed with Real-Time Market Updates and Trending News Summaries👀

Mortgage Maker gives you the latest market intelligence at your fingertips.  Never miss a beat with real-time MBS market updates and trending news summaries.  Make smart decisions and deliver better client advice, building trust and reputation.

SAVE THE DAY WITH, COMPETITIVE, AUTOMATED HOI

Simplify Homeowners Insurance 🎉

Cut down on all the back and forth. Equip your borrowers with same-day homeowners insurance quotes directly from your mortgage presentation.  Our partnerships with top-tier providers ensure quick, competitive, and reliable HOI options, even for borrowers in California and Florida.  All quotes are systematically stored within your dashboard for easy access, and you’ll receive instant notifications when a quote is ready.

ENGAGE WITH READY-MADE CONTENT

Spark Impactful Dialogues with Video Content Scripts📽️😁

Weekly scripts offer valuable market insights, enabling you to engage your audience in discussions that align with their needs and interests.  Stay at top-of-mind and organically create conversations that build relationships.

MAKE IT YOUR WAY

Customize Every Interaction with Modular and White-Labeled Presentations◻️🏷️

Drag and drop any field and toggle sections on/off to organize and showcase what truly matters to your borrowers, while default views streamline your process for faster workflows.  Your presentations are white-labeled to your brand, including a generic web address for report viewing.  Plus, Mortgage Maker is mobile-friendly, making it easy to create and share reports on the go.

TRACK CLIENT ENGAGEMENT

Better Understand Your Borrower's Motivations

Uncover how your borrowers engage with your presentations. Watch their actions – whether they view, edit, save, or order HOI – and utilize this knowledge to tailor conversations to their unique needs. Tracking the steps that lead to funding allows for process flow refinement, which helps you close more loans.