FAQ
Questions, answered.
The short version of what advisors ask before they start. Want the long version? Book a demo and ask us anything.
- What is WealthLens?
- WealthLens is an AI mortgage advisory platform for advisors. You put in a property address or a loan file, and it builds a side-by-side strategy your client can actually understand, in about sixty seconds.
- Who is it for?
- Mortgage advisors and loan officers, from solo originators to teams. It is built around how an advisor wins a client, not around a lender IT stack.
- How fast can I build a client strategy?
- About sixty seconds from a property address. The AI Strategy Architect drafts the plan while you talk, you make a couple of tweaks, and you send it.
- Does it replace my loan origination system?
- No. WealthLens sits next to your LOS. You import a MISMO 3.4 file or pull liabilities straight from your system, and WealthLens turns that into the client-facing strategy your LOS was never built to show.
- What loan types can I model?
- Purchase, refinance, cash-out, DSCR, and fix-and-flip. Conventional, FHA, VA, USDA, and jumbo for owner-occupied, plus DSCR and fix-and-flip for the investor side.
- Is the AI accurate, or does it make things up?
- The math runs on a deterministic calculation engine, not the language model, so the numbers are the numbers. The AI drafts the wording and the strategy around those numbers, and Guideline Gary keeps program-rule answers inside the guidelines. You review everything before it reaches a client.
- What about my client data?
- Client data stays private. WealthLens strips personal identifying information before anything goes to an AI model, and your files are yours. Nothing about a client gets sold or shared.
- How much does it cost?
- Standard is $99 a month and Founding Pro is $199 a month, both with a 30-day trial. The full pricing page is right on the site, no demo required to see it.
- How do I get started?
- Start a 30-day trial, or book a fifteen-minute demo and we will build a live strategy for one of your actual clients on the call.
