The mortgage advisory platform
Your clients are comparing you to everyone.
Stop sending static PDFs. Start delivering interactive wealth consultations that turn rate shoppers into clients for life.
Advisor superpowers
Built for closing, not calculating.
The tools you need to stop losing deals to rate shoppers, built right into how you already work.
01
Address to strategy in 60 seconds
Skip the hour in a spreadsheet. Tell the AI Strategy Architect the client goals and the property address, and it builds a full strategy with the matching analysis modules. On the spot.
02
Interactive intelligence
Stop sending static PDFs. Let clients explore the Refi Matrix or toggle the Cost of Waiting in their own live portal. Show them exactly how much equity they lose by waiting.
03
Expert positioning
Never be caught without the right answer. Your AI co-pilot reads your strategy, pulls live market data, and writes client-specific scripts and talking points.
The value stack
Everything you need. One platform.
Here is what you would pay to assemble this toolkit from scratch, or you can get all of it in WealthLens.
AI Strategy Architect
Text-to-strategy wizard
$297/mo
22 analysis modules
Interactive financial intelligence
$500/mo
AI co-pilot and scripts
Personalized talking points
$200/mo
Live client portal
Sandbox plus AI analyst
$200/mo
Property intelligence
Property data and autofill
$150/mo
Compliance guardrails
Guideline Gary plus rate monitoring
$150/mo
SOC 2 architecture
Enterprise-grade security
PII whitewashing
Client data never exposed to the AI
Guideline guardrails
Compliance monitoring built in
Ready to upgrade your advisory?
Fifteen minutes. We map a real client of yours on the call.
