For loan officers and mortgage brokers
Create professional, branded mortgage presentations that make loan options, monthly payments, closing costs, and long-term costs easier for your borrowers to understand.
3-day free trial. No credit card required. $25 a month or $150 a year after that.
The borrower's view
Instead of a spreadsheet or a stack of loan estimates, your borrower opens one page with their options side by side and every number in the same place.
The problem
A borrower weighing two rates, two down payments and two sets of closing costs is holding six numbers that each change the others. Put that in a spreadsheet or a stack of loan estimates and most people stop reading.
MortgageDetail puts the same numbers in one place, in the same order, for every option. The borrower sees what changes and what it costs, and you spend the call on the question that matters instead of explaining the layout.
What it does
Each one is a part of the same presentation, built from the scenarios you enter.
01
Put up to four financing scenarios next to each other: different rates, terms, down payments or loan programs. Each option gets its own column, and every row lines up, so the borrower reads across instead of flipping between documents.
02
A payment is only part of the answer. Each option carries its own closing costs, prepaids and escrow, financed fees and mortgage insurance, so the borrower sees the monthly payment, the cash to close and the long-term cost together.
03
The presentation carries your name, headshot, title, NMLS number and contact details at the top, with your company logo. Your compliance designation, state license disclosures and custom disclaimer sit at the bottom, on every presentation you send.
04
Charts and projections turn the table into a picture: how the payment breaks down, how much interest each option costs over time, how fast the balance falls and how equity builds. The borrower can see the trade-off before you explain it.
How it works
There is no layout to design and no template to fight. You enter the scenarios; the presentation is the output.
1
Pick a presentation type, add the property and up to four scenarios. Principal and interest, mortgage insurance, APR and closing costs calculate as you type, and your default fees carry over to every new scenario.
2
Preview the exact page your borrower will open. Mark a recommended option, highlight the rows you want them to notice, and add a note in your own words.
3
Set it live and copy the link. The borrower opens it in a browser with no login, and you get an email the moment they do. Add a password, or let the link stop working after a chosen number of days.
A few years back I spent forty-five minutes on a Sunday night building a mortgage comparison in Excel for a client. He looked at it for ten seconds, said it was confusing, and went with the other lender.
After that I went looking for software that would do this better. The good ones cost $150 a month, and they put their own logo bigger than mine on the presentations I was sending to my own clients. That made no sense to me.
So I built this instead. It's $25 a month, or half that if you pay for the year. Your logo, your headshot, your NMLS. If you spend more than five minutes on a comparison after the first one, something is broken and I want to know about it.
David Ellison
Founder, MortgageDetail.com
Pricing
No tiers, no per-presentation fees, no feature gates. Pay monthly, or pay for the year and get it for half.
$25/month
Billed monthly. Cancel anytime.
$150/year
$12.50 a month, billed once a year.
3-day free trial. No credit card required. Cancel anytime.
FAQ
You pick a presentation type, enter the property and up to four loan scenarios, and the numbers calculate as you go: principal and interest, mortgage insurance, APR, closing costs and cash to close. You preview exactly what the borrower will see, set it live, and send a link. When they open it, you get an email.
Conventional, FHA, VA and USDA loans; fixed terms from 10 to 40 years; 3/1 through 10/6 ARMs; interest-only and balloon structures; and 3-2-1, 2-1, 1-1 and 1-0 temporary buydowns. Beyond the standard side-by-side comparison there are presentation types for government vs. conventional, down payment assistance, 80/15 vs. PMI, ARM vs. fixed, fast close vs. low rate, breakeven refinance, refinance with debt payoff, first and second refinance, investment property, and rent vs. own.
Your headshot, name, title, NMLS number, phone and email sit at the top, with your company logo and NMLS. You choose the compliance designation (Equal Housing Opportunity, Equal Housing Lender or Member FDIC), add state license disclosures and a custom disclaimer, decide which charts to include, mark a recommended option, highlight any row, add notes for the borrower, and co-brand with the referring agent. A small "Powered by MortgageDetail" line appears in the footer.
No. They open a link in any browser, on a phone or a computer. There is nothing to download and no login. If you want, you can add a password to a presentation, or set the link to stop working after a chosen number of days.
Presentations are built to be sent as a link, so the borrower always sees the current version and you can see when it was opened. Every presentation also has a Print button, and the browser's print dialog can save it as a PDF.
The trial lasts three days and does not ask for a card. When it ends, you choose monthly or yearly billing on your billing page to keep building presentations. Your account and the presentations you have made stay in place, and links you have already shared keep working.
Yes, from your billing page, with no contract and no cancellation fee. Your access runs through the end of the period you have paid for.
Start today
See how MortgageDetail can make it easier to explain the numbers and help borrowers understand their options.
