Why Mortgage Maker?

Built BY Mortgage Loan Officers FOR Mortgage Loan Officers

Mortgage Maker was created by mortgage industry veterans who understand the challenges mortgage loan officers and brokers face every day. Developed by professionals actively working in the mortgage trenches, this platform is designed to meet the demands of modern buyers and empower loan officers to strategize effectively and close more deals.

Shawn Brown, a seasoned mortgage lender with over 15 years of experience in the industry, founded Mortgage Maker to address a critical gap in the market—the lack of efficient, intuitive tools designed to meet the modern needs of mortgage loan professionals. Unlike outdated platforms created by companies no longer originating loans, Mortgage Maker was built from the ground up by professionals still actively working in the industry.

Mortgage Maker is the first and only mortgage presentation software platform built from the ground up with AI technology to help mortgage lenders close more deals.

A Mortgage Presentation Solution That Saves Time and Delivers Results

Time is one of the most valuable assets for a mortgage loan officer. Mortgage Maker eliminates the inefficiencies of outdated mortgage automation software systems by:

  • Integrating Data: Mortgage Maker instantly pulls property details like Automated Valuation Model (AVM) values, taxes, and HOA fees with just an address.

  • Streamlining Reports: Create detailed, customized loan presentations in minutes, not hours vs. the often painstaking data aggregation process from multiple sources and spreadsheets most loan officers have to endure.

  • Building Stronger Engagement: Offer borrowers and realtors professional, white-labeled reports that make a lasting impression and position you as a trusted resource.

With Mortgage Maker, loan officers can focus less on data gathering and more on building relationships and closing deals – key linchpins to success in 2025.

Built by industry professionals who understand the struggles and challenges that modern mortgage lenders face, the Mortgage Maker team explored how AI technology enhances mortgage presentation software and then built a software platform powered by artificial intelligence, making it an indispensable tool for mortgage professionals aiming to be at the top of their game in today’s market.

The use of AI in mortgage presentation software offers distinct advantages to mortgage lenders seeking to build stronger relationships with home buyers.

Powered by AI, Features You Won't Find in Other Mortgage Presentation Software

Mortgage Maker stands apart with its innovative features:

Customizable, Interactive Reports

Mortgage Maker’s drag-and-drop and toggle features allow loan officers to customize mortgage presentations efficiently, tailoring reports to each borrower’s unique needs. This flexibility reduces manual work, enhances branding, and enables quick adjustments based on client feedback or market changes. By streamlining presentations, Mortgage Maker helps loan officers build trust, improve transparency, and close deals faster.

White Labeling


Present professional reports branded with your name and logo, boosting your personal brand. Building a strong personal brand helps establish your reputation within your mortgage loan network. It reflects your unique values, character, expertise, and the solutions you offer. When done effectively, it has a major influence on why clients choose you over other a competitor.

Real-Time Insights


Borrowers can plug in property details on-site right from their mobile phone or tablet, enabling faster decision-making and creating an environment where mortgage loan officers can demonstrate their market expertise and develop deeper relationships with buyers. Keep the Mortgage Maker tool on your phone and tablet and sit down with your clients face to face to review loan and financing scenarios.

With Mortgage Maker, loan officers can focus less on data gathering and more on building relationships and closing deals – key linchpins to success in 2025.

Why Mortgage Loan Officers Love Mortgage Maker

We create solutions that save time, boost efficiency, and close more deals.

Mortgage Maker has completely transformed my workflow. Before using it, I was spending hours compiling reports, manually entering data, and double-checking calculations. Now, everything is streamlined and automated, allowing me to focus on what matters most—serving my clients and closing deals. The time savings alone make it an absolute must-have for any mortgage professional!

-Al RodriguezCMG Mortgage

One of the things I love most about Mortgage Maker is its flexibility. The customization options allow me to tailor reports to each client’s unique needs, ensuring they fully understand their mortgage options. Whether I need to adjust layouts, include specific data points, or refine loan comparisons, the platform makes it easy. It’s a total game-changer for providing a personalized client experience!

-Jeff Jones – Secure Lending

The property data autoload feature in Mortgage Maker is an absolute lifesaver. Instead of manually pulling property details from multiple sources, the platform does it for me instantly. This not only saves me valuable time but also ensures accuracy, which is crucial when presenting loan options to clients. It’s a simple yet powerful tool that makes my job so much easier!

-David GlickFirst Community Mortgage

“I can’t say enough about the modular reporting builder in Mortgage Maker. The ability to create clear, professional, and fully customizable reports in minutes has completely changed how I present mortgage options to clients. I can quickly adjust visuals, data, and layouts to match each borrower’s needs, making my presentations more effective and engaging. It’s the perfect solution for mortgage pros who want to stand out and provide top-tier service!”

Dino KatsiametisEthos Lending

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Reports viewed within 24 hours have a 95% likelihood of conversion, enabling officers to prioritize high-probability leads.

The Vision for the Future - Additional Value-Added Features Coming Soon

At Mortgage Maker, we are committed to the pursuit of continuous innovation, ensuring our mortgage presentation software stays ahead with the latest tools and technologies. Our future upgrades focus on streamlining workflows, personalizing data collection and presentation, and empowering mortgage professionals to build stronger relationships while closing deals faster and more efficiently.

. Upcoming features we are researching and building:

  • Integrated CRM: Seamlessly manage client relationships and automate workflows. 

  • AI-Powered Pricing Tools: Fetch real-time rates from multiple lenders, saving time and providing accurate comparisons. 

Experience the Mortgage Maker Difference

Mortgage Maker is more than just software; it’s the new catalyst for success solution designed to empower loan officers and brokers to excel and building sustaining relationships in a competitive market. Ready to revolutionize your workflow, impress your clients, and close more deals?