Two products for originators. Subscribe to what you need.
Builder is loan presentation software: live options, calculators, and a client-ready view. Tracker watches your team’s emails and tells you what to do next — deals, tasks, stages, and drafts. Subscribe to either one — or both on the same account.
Builder and Tracker, sold separately.
Add either one to your account — or both and they integrate with each other.
Loan scenarios that stay in sync
Build options, run calculators in the background, and present a client-ready view — without re-keying numbers.
Watches your team’s emails and tells you what to do
Other CRMs wait for you to update the file. Tracker reads the team’s communications, then adds follow-ups, alerts, stage changes, and tasks. Extra team seats are billed on top of the loan officer plan.
A faster Mortgage Coach alternative for loan officers.
Builder is loan presentation software built by originators. Change rate, LTV, or loan type and the whole comparison stays in sync — calculators, FHA/VA/MI guardrails, and a shareable client portal included.
See calculators, guardrails, and the client portal.
Full comparison, demos, and how Builder stacks up vs deck-style presentation tools.
It watches your team’s email — and tells you what to do next.
Other CRMs wait for you to log the work. Tracker reads communications across the team, then adds and updates deals, leads, tasks, and stages. Subscribe on its own, or add it next to Builder.
See how Tracker runs the file from the inbox.
Follow-ups, alerts, stage changes, new tasks, and draft emails to approve and send.
Simple, transparent pricing
Each product is its own subscription. Pick Builder, Tracker, or both.
Annual plan
Billed annually at $517/year · 30-day free trial
- ✓ Unlimited loan scenarios
- ✓ Live calculators and guardrails
- ✓ Client portal presentations
- ✓ Side-by-side option comparison
Annual plan
Billed annually at $869/year · extra seats billed separately · 30-day free trial
- ✓ Pipeline, tasks, and follow-ups
- ✓ Mailbox sync for your files
- ✓ Team seats billed separately
- ✓ Separate from Builder — add one or both
Start with the product you need today.
Builder from $47/month. Tracker from $79/month. Cancel either anytime.