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Build Mortgage Presentations in Minutes

Other mortgage presentation tools bolted AI onto old systems. Mortgage Maker was built on AI from day one, delivering an intuitive, responsive presentation experience with real-time data, automation, and customization that helps loan officers move faster and win more deals.

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30-minute full walkthrough

Core Features at a Glance

Unlike other mortgage presentation platforms, Mortgage Maker focuses on automation, personalization, and speed, eliminating tedious manual processes so you can spend more time closing loans and building relationships. Our software, built by a team of engineers, mortgage loan officers, and real estate professionals, adapts to each borrower’s needs, making complex loan scenarios easy to present and understand. With lightning-quick report generation, interactive insights, and transparent pricing (no hidden fees!), Mortgage Maker empowers loan officers with the tools they need to win more business and provide a positive client experience.

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Mortgage Maker Features

Built with agentic AI at its core, Mortgage Maker puts you
on the leading edge of mortgage tech evolution.

Boost Borrower Confidence with Interactive Loan Presentations

A picture is worth a thousand words
  • Deliver crystal-clear breakdowns of closing costs, payment timelines, and investment value.
  • Equip borrowers with the knowledge to make informed decisions—less confusion, more trust.
  • Stay ahead with cutting-edge tools as the market shifts.
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Stay Ahead with Real-Time
Market Insights

The closest thing to a crystal ball
  • Get instant updates on mortgage-backed securities (MBS) and industry trends.
  • Provide data-driven advice that positions you as the expert borrowers trust.
  • Make smarter lock/float decisions to maximize loan profitability.

Effortless Video Scripts to Keep You Top-of-Mind

Engage with ready-made content
  • Get ready-to-use weekly scripts to drive powerful borrower conversations.
  • Share market insights that position you as the go-to mortgage expert.
  • Engage, educate, and convert—without spending hours on content creation.
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Fully Customizable, White-Labeled Mortgage Presentations

Make it your way
  • Drag-and-drop fields and toggle sections to tailor every report.
  • Brand your presentations with your company name and logo
  • Mobile-friendly—create and send reports anywhere, anytime.

Track Borrower Engagement & Close More Loans

Track client management
  • See exactly how borrowers interact with your presentations.
  • Know when they view, edit, save, or order HOI—so you can follow up at the right time.
  • Refine your loan process based on real borrower behavior.
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Real-Time MBS
Market Alerts

Instant alerts that keep you ahead of market shifts so you can close more loans with confidence

  • Get real-time alerts when mortgage-backed securities (MBS) move beyond your chosen threshold
  • Respond faster to rate changes to protect borrower opportunities
  • Save time and eliminate the need for manual market tracking

Hear What Loan Officers Using Mortgage Maker Have to Say

“I’ve been using Mortgage Maker for several months now. I leverage it to show all my home buyers and educate them with an analysis of all their costs. It helps explain the mortgage payment and the Total Closing Costs. My realtors love it!”
Rick Guerrero
, Neighborhood Loans
NMLS: 899983
“Mortgage Maker AI feels like when we went from Blackberries to iPhones. I’ve tried other mortgage presentation software, but most become too complicated or time-consuming. This tool is different – it’s simple, fast, and actually fits into my workflow. It pulls in property taxes (even supplementals) all on one screen, so I can quickly create reports and walk clients through loan options, pricing, and timelines. Honestly, it feels like going from a BlackBerry to an iPhone – the speed and efficiency are that big of a leap. I love that clients can even enter property addresses themselves and instantly see real-time data. It’s a true game-changer for having real conversations with clients. ”
Sam Tello
, Loan Depot
NMLS: 479946
“Mortgage Maker AI completely changed how I work. I’m building borrower-ready presentations in minutes, not hours, and I’ve cut the time it takes to get a client to ‘yes’ by more than half. It’s fast, clean, and intuitive—which means I’m closing more loans and finally spending less time chasing down outdated tools.”
Israel Ramirez
, California Lending Group
NMLS: 1113709
“It allows a prospective client to see, understand and interact with the numbers that comprise an overall payment. It allows for “on the fly” rate adjustments and allows the client to add additional properties to create “side by side” comparisons of properties. The software is super smart, it pulls the property tax data, HOA, projects out insurance costs, and gives you an accurate PITI with speed an reliability. I use it daily and so do my clients!”
Tyler Higgins
, California Lending Group
NMLS: 1581759
“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 Glick
, First Community Mortgage
NMLS: 303871
“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
NMLS: 338127
“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 Katsiametis
, Ethos Lending
NMLS: 264396

Trusted by Loan Officers and Brokerages Nationwide

Logo of First Community Mortgage trusting Mortgage Maker

Still Have Questions?
We’ve Got You Covered.

Yes, we offer comprehensive onboarding and training for new users to get you up and running quickly.

Yes, our software is accessible on both Android and iOS devices and has been optimized for your mobile phone.

Yes, we offer significant discounts for users who choose to subscribe annually. Please check out our pricing page for more details.

Mortgage Maker was designed as a modern alternative to MBS Highway and Mortgage Coach, providing loan officers with a more efficient, intuitive, and cost-effective solution.

Unlike other platforms, we focus on automation, personalization, and speed, eliminating tedious manual processes so you can spend more time closing loans and building relationships. Our software, built by a team of engineers and real estate professionals, adapts to each borrower’s needs, making complex loan scenarios easy to present and understand.

With lightning-fast report generation, interactive insights, and transparent pricing (no hidden fees!), Mortgage Maker empowers loan officers with the tools they need to win more business and provide a superior client experience.

When you sign up for Mortgage Maker, you’ll be billed $99 for your first month. If at any point during the first 30 days you decide the platform is not right for you, simply email support@mortgagemaker.ai and we’ll issue a full refund. No hassle, no risk.

After the first 30 days, your Mortgage Maker subscription will continue at $99 per month. You’ll keep full access to all features, updates, and support. If you ever decide to cancel, you can do so at any time with no hidden fees.

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Summary
software image
Author Rating
1star1star1star1star1star
Aggregate Rating
2.5 based on 2 votes
Software Name
Mortgage Maker AI
Software Category
Mortgage and Real Estate
Price
USD 99/month
Landing Page
https://mortgagemaker.ai/mortgage-maker-mortgage-presentation-software-features/
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