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.
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. On Pro, 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 realtor 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 realtor looks good, and the next deal comes back to you.
- Co-branded realtor landing page
- Open-house code with per-scan tracking
- Buyer contact capture, your brand on top
See it build a strategy live.
Fifteen minutes. We map a real client of yours on the call.
