Quote builder

Quotes borrowerscan actually follow.

Send personal, branded rate and payment quotes that lay out the options clearly and show you when a borrower is reviewing them.

SentQuote for the Nguyen family$420,000 purchase, 3 options
A: 30-yr conventional, 6.625%$2,690/mo
B: 15-yr conventional, 5.875%$3,516/mo
C: 30-yr FHA, 6.25%$2,812/mo
ExpiresOct 19
Opened3 times
Compare what matters

Up to three options, side by side.

Borrowers decide faster when they can see the trade-off in front of them.

Program vs program

FHA, VA and conventional for the same purchase.

Term vs term

30-year against 15-year, with total interest shown.

Down payment options

What putting more or less down does to the payment.

Points vs credits

Paying for a lower rate or taking a credit toward costs.

How it works

From pricing to a polished quote.

  1. 1

    Start from a template

    Save your common scenarios so most of a new quote is ready before you begin.

  2. 2

    Enter your pricing

    Rates, fees and terms for each option you want to show.

  3. 3

    Send a private link

    The borrower opens a branded page on any phone, with one tap to reach you.

  4. 4

    Know when to call

    See when a quote is opened and revisited, so your follow-up lands at the right time.

What the borrower sees

Every number explained, every fee named.

A quote shouldn’t read like a spreadsheet. Each one shows the monthly payment, cash to close and itemized costs in plain English.

Your branding, headshot and NMLS sit on every quote, so it looks like it came from you, not a pricing engine.

  • Private by default, shared only by link
  • Clear expiry so pricing never goes stale
  • Room for co-borrowers and the buyer’s agent
Option A: 30-year fixed
Monthly payment$2,690
Option BOption C
Cash to close$31,450
Lender fees$1,895
Title and escrow$2,340
Prepaids$3,215
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FAQ

Questions, answered.

Still curious? Talk to us or book a demo.

Where does the pricing come from?

You enter your own rates, fees and terms, so every quote reflects exactly what you want to offer.

Can I see when a borrower opens a quote?

Yes. You see when a quote is opened and when it’s revisited, which tells you when to follow up.

Is a quote the same as a Loan Estimate?

No. A quote is an informal, early look at options. It doesn’t replace the disclosures your lender is required to provide.

Can I include a co-borrower or the buyer’s agent?

Yes. Each quote has room for co-borrowers and the buyer’s agent, so everyone sees the same numbers.

Does the quote builder cost extra?

No. It’s part of Homes AVM Pro at $25 a month.

Works well with

From first question to a quote on the table.

Send quotes that close the gap.

Start your free trial and send your first branded quote today.