HELOC Quote

Enter the borrower name and upload your partner-portal screenshots — the rate/terms view plus the cost sections. Claude reads them and builds the branded HELOC quote.

Quote type

Single option Compare options (2–3)

Borrower name

Click to choose your screenshots (rate/terms + cost sections)

In the rate stack, select the one row you want before screenshotting it.

HELOC quote ready

Review the document before sending to a client. Nothing is stored — this is generated in-session.