Built for mortgage brokers
Close more loans with better proposals.
Build branded, numbers-driven mortgage proposals in under two minutes. Compare rate and cost scenarios side-by-side. Send to clients as a polished HTML email they’ll actually read.
Free forever for 5 proposals/month · No credit card required
Mortgage Proposal is a pre-application sales tool. It is not a licensed financial product and does not provide an official Loan Estimate.
Subject
Your mortgage proposal — 123 Oak Street
Nick Parsons
Senior Loan Officer · NMLS #482931
Quick reference
Option A
6.875%
$2,184/mo
Option B
6.500%
$2,097/mo
Option C
6.250%
$2,052/mo
Monthly payment breakdown
| Loan amount | $425,000 |
| Cash to close | $54,380 |
| APR | 6.612% |
| Break-even | 34 months |
What it does
Everything you need to put numbers in front of a client.
Two ways to present
Optimized mode sets a target out-of-pocket and auto-calculates the loan amount. Traditional mode sets the loan amount and compares cash-to-close. Pick the approach that fits your client conversation.
Your brand, every proposal
Your logo, colors, headshot, and contact info on every proposal. Your clients see you, not a generic tool. Team accounts share branding across your entire brokerage.
Copy, paste, send
One click copies a fully formatted HTML proposal to your clipboard. Paste directly into Outlook or Gmail — no PDFs to attach, no links to share.
How it works
Three steps from first input to client’s inbox.
- 01
Enter the deal
Property value, target out-of-pocket, a few cost fields. Under 60 seconds.
- 02
Add your scenarios
1 to 5 rate / cost options. The math is instant — APR, monthly payment, cash to close, break-even all computed in real time.
- 03
Send to your client
Copy the HTML email with one click. Add your personal note. Paste into your email client and send.
The deliverable
What your client sees in their inbox.
No PDF attachments. No login walls. A polished proposal that renders cleanly in every email client.
Subject
Your mortgage proposal — 123 Oak Street
Nick Parsons
Senior Loan Officer · NMLS #482931
Quick reference
Option A
6.875%
$2,184/mo
Option B
6.500%
$2,097/mo
Option C
6.250%
$2,052/mo
Monthly payment breakdown
| Loan amount | $425,000 |
| Cash to close | $54,380 |
| APR | 6.612% |
| Break-even | 34 months |
Pricing
Simple pricing. Start free.
Free
Kick the tires and send a few proposals a month.
- 5 proposals per month
- All math & scenario tools
- beaconAI watermark on output
- Community support
Individual
Billed annually ($99 monthly)
For solo loan officers who send proposals every week.
- Unlimited proposals
- Your brand, logo & headshot
- Fee templates & saved proposals
- Priority email support
Team
Shared brokerage branding
For brokerages with multiple loan officers under one brand.
- Everything in Individual
- Invite brokers to your org
- Shared brokerage branding
- Admin controls & seat management
Send a better proposal by the end of the day.
Free to start. No credit card. Your first proposal is ready in about two minutes.