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Team Tools

Pick a category to see the full set of tools. Each one keeps borrower documents in-session and stores nothing.

Quoting Tools11 tools

Build, compare, and rebrand quotes — loan proposals, temporary buydowns, LE/CD comparisons, refinance break-even, DPA, HELOC, USDA, and government-loan transparency.

Processing Tools5 tools

Loan-file review — income reconciliation with MGIC worksheets, credit / AUS analysis, contract summaries, escrow & prepaid math, and borrower next-steps requests.

Other Tools8 tools

How-to guide, support / bug reports, the task board, and the marketing and CRM-import builders.

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Quoting Tools 11 tools

Standard Quote Updated

Rebrand any Loansteady pricing-engine PDF — FHA, VA, Conventional, or mixed-product proposals. The tool detects each offer’s product automatically and surfaces any financed UFMIP or VA Funding Fee as a visible closing-cost line. VA-exempt borrowers see the $0 fee called out as a benefit.

Temp Buydown Quote New

Upload a Loansteady proposal and structure a temporary buydown — 3/2/1, 2/1, 1/0, or 1/1. Shows the base note rate, the per-year rate & full payment schedule through the buydown period, and the Buydown Subsidy in the cost setup — seller-, lender-, or borrower-funded. The borrower still qualifies at the permanent note rate.

DPA Quote Live

Drop in a base FHA quote PDF and generate a branded Down Payment Assistance proposal — first lien, DPA second, and combined.

USDA Quote Live

Check USDA property & income eligibility, then rebuild your base quote as a branded USDA Rural Development quote — 1% guarantee fee financed, 0.35% annual fee, single or compare.

HELOC Quote Live

Turn your partner-portal screenshots into a branded, plain-language HELOC quote with rate buildup and itemized closing costs.

Broker Compensation Live

Internal margin calculator — suggested origination margin on a brokered loan by balance, with the conforming / jumbo tiers and caps applied. Internal use only.

Value & Cost Estimator Live

Upload your comps (e.g. PennyMac AVM) and enter the address — Claude estimates value from those sales plus monthly carrying costs: property tax (all jurisdictions), insurance, and HOA. Automated estimate, not an appraisal.

Loan Comparison Live

Compare any two of Quote / LE / CD — explain what changed to a borrower (Internal) or lay out a neutral side-by-side vs another lender (External).

Refinance Comparison Live

Compare a current loan against a proposed refinance — monthly P&I change, break-even on closing costs, cash-out, and the honest lifetime-interest picture. Upload a statement & quote or enter manually.

Amortization Scheduler Live

Build a branded amortization schedule, or compare two scenarios side by side. Add an extra monthly payment to show a faster payoff and the interest saved, with five-year milestones called out.

APR Calculator New

A quick Reg Z–style APR from just the loan terms and finance charges — loan amount, rate, term, lender fee, points, financed FHA UFMIP / VA funding fee, monthly MI, and prepaid interest. No upload; the APR updates live as you type.

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Processing Tools 5 tools

Income Calculator Live

Reconcile borrower income across all types, with guideline-aware document checklists, and auto-fill the matching MGIC worksheets.

Credit & AUS Review Live

Read a credit report and DU/LPA findings against the program’s rulebook — why the AUS result, the derogs that matter, and the silent killers. LO-only.

Contract Review Live

Upload a purchase contract and get a structured loan-file summary — parties, price, dates, costs, HOA, and the gaps to chase.

Escrow & Prepaid Estimator Live

Work out how many months of taxes & insurance go in Sections F and G of the LE — RESPA aggregate method, with the tax schedule looked up from the address.

Next Steps Generator Live

Upload the 1003 and Claude drafts the borrower document request in your voice — plus an internal file-readiness review of the gaps to resolve before submission.

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Other Tools 8 tools

How to Use Guide

A step-by-step guide to every tool — what each does, how to run it, and where its limits are. Opens as a branded PDF with a clickable table of contents.

Issues & Requests Support

Report a bug, request a new tool, or suggest a change to an existing one. Claude takes a first look and your note goes straight to Spencer.

GHL Import Builder Live

Drop an Encompass closed-loans export, get back a cleaned master template and a GHL-ready CSV. Cleans names, addresses, phones; builds Past Transactions narratives; matches Lead/Deal IDs for updates.

Social Post Builder Live

Pick a post type, paste the source material, get three platform-optimised captions plus the branded graphic. Facebook, Instagram and LinkedIn each get their own voice, bullet style and hashtag count — and the NMLS block, Consumer Access link and rates disclaimer are assembled from constants, never written freehand.

Newsletter Builder Live

Pick a theme, gather current market figures, then render the agent email and its PDF flyer from one record — so they cannot disagree. Uploads the flyer to GHL, substitutes the real link, and creates the email template. You build and send the campaign.

Referral Agent Directory New

Your referral connections from closed transactions, grouped by state and collapsed to start. Expand a state to see each deal’s buyer’s and seller’s agents with click-to-call/email, plus the borrower. Search across every field. Internal use only.

Task Board New

A working checklist for the hub itself — ordered sections, ordered tasks, a colour status on each (Blocked, Waiting, To do, Later, Done) and an optional note. Drag to reorder, move a task between sections, tick it off. Saves as you type.

Pipeline Tracker New

Your locks and closings, entered once. A loan shows under its closing month on its own; cancel it or move its date in one field and the months rearrange themselves. Tracks review requests, and computes locks lost, dollars lost and review conversion.