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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.

In the rate stack, select the one row you want before screenshotting it.
    Apply pricing improvement
    Shifts each option’s points/credit toward a credit by the set amount; origination charges and total costs follow. The APR is unchanged — a HELOC’s APR is an open-end disclosure that tracks the rate and excludes points.
    Replace column titles
    Replaces the “Option A / B / C” headers with Rate — points/credit ($). Comparison runs only.

    HELOC quote ready

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