Product
One tool, every mortgage option.
Model purchase, refinance, cash-out, DSCR, and fix-and-flip in one place, then turn the numbers into a strategy your client can read on their phone.
Want the whole list? Browse the full feature catalog.
Model the whole deal
Every loan path, side by side
Purchase, refinance, cash-out, DSCR, and fix-and-flip. Build them in one file and put them next to each other, so the choice is obvious instead of buried in a fee sheet. Conventional, FHA, VA, USDA, and jumbo for owner-occupied; DSCR and fix-and-flip for the investor.
- Five loan strategies in a single comparison
- Twenty-two analysis modules behind the numbers
- True cost, breakeven, and buydown math done for you
Hand the client something they get
A strategy they can read on their phone
Share a live link or a clean PDF. The client opens an interactive Sandbox and moves the price, the rate, or the down payment themselves, and the strategy updates while they watch. They look up a property at 11pm and see what the loan looks like for that house.
- Tokenized share link plus PDF export
- Interactive Sandbox the client can adjust
- Property lookup that autofills the numbers
Let the AI do the building
Four co-pilots, built to advise
The Strategy Architect turns a property address into a client-ready plan while you talk. WealthLens IQ answers strategy questions in real time. Guideline Gary keeps you inside program rules. The Lens Guide walks a new advisor through the tool. You review the work and send it.
- Strategy Architect drafts the full plan
- WealthLens IQ co-pilot for live Q&A
- Guideline Gary checks program rules
Skip the typing
Zero data entry to a full file
Drag in a MISMO 3.4 XML from the 1003 and the file builds itself. Import liabilities straight from your loan origination system. Upload a closing disclosure. Look up a property by address. Your fingers barely touch the keyboard before the strategy is on screen.
- MISMO 3.4 import from the 1003
- Liability import from your LOS
- Property intelligence by address
Win the referral partner
Co-branded listing and open-house pages
Spin up a branded page for a real estate agent partner with the loan strategy built in. Add a scannable code for the open house, track every scan, and let interested buyers leave their details. The agent looks good, and the next deal comes back to you.
- Co-branded agent landing page
- Open-house code with per-scan tracking
- Buyer contact capture, your brand on top
Start building today.
$1 today, 30-day Pro trial, then $149 a month until you cancel. Or book fifteen minutes and we map a real client of yours on the call.
