Generate branded mortgage quotes in seconds. Multiple scenarios, PITI breakdown, closing cost estimate, PDF export. Faster than a rate sheet, better-looking too.
Send branded mortgage quotes in seconds — not spreadsheets.
Multiple scenarios, full PITI, closing cost estimate, and a beautiful branded PDF. Faster than a rate sheet, more professional than a text message.
The Mortgage Quote Generator turns a rate conversation into a professional, branded quote in under 60 seconds. Enter the scenario (loan amount, rate, term, program), and the generator produces a beautiful PDF with monthly payment, full PITI breakdown, estimated closing costs, cash-to-close, and up to three side-by-side scenarios. Every quote is branded, saved to the CRM, and trackable.
No more Excel screenshots, no more 'let me email you the numbers' — a real quote hits the borrower's inbox before the call is over.
Speed and professionalism win rate-shopping borrowers. A branded PDF sent immediately after a call keeps you top of mind, gives borrowers something to compare, and shortens the decision cycle. Every day loan officers lose deals because their quote lives in someone else's spreadsheet.
Loan amount, rate, term, program, points, down payment, ZIP.
Full PITI, closing costs, cash-to-close, and long-term interest.
Add side-by-side scenarios for 30 vs 15, buy points or don't, program choice.
Beautiful PDF with logo, headshot, NMLS, contact info, and disclosures.
Email or SMS to borrower with open tracking. Quote saved to CRM.
From input to PDF in under 60 seconds.
Principal, interest, taxes, insurance, PMI, HOA.
Loan fees, title, transfer taxes, escrow — line by line.
Down payment + closing costs - credits.
Up to three side-by-side scenarios on one PDF.
State-aware licensing, NMLS, APR, and equal housing text.
Logo, headshot, NMLS, contact — professional first impression.
Send directly with open tracking.
Every quote saves to the borrower record with the exact scenario.
Save common scenarios (first-time buyer, refi with points, jumbo) as templates.
Send branded quotes during or immediately after every rate call — before your competition sends anything.
Standardize quote appearance and compliance across every officer in the firm.
Prep quotes on behalf of the LO — reusable templates make it 30-second work.
Auto-generate quotes for every qualified web lead as part of AI follow-up.
Consistent branded quotes across hundreds of officers with centralized rate-sheet enforcement.
Send a professional quote before your competition drafts an email.
Beautiful PDF beats a spreadsheet screenshot every time.
See when borrowers open, forward, and re-open your quote.
State-aware disclosures included on every quote automatically.
Under 60 seconds from input to sent PDF — most LOs generate quotes live during a call.
Yes. Line-by-line closing cost estimate: loan fees, title, transfer taxes, escrow, prepaids, and total cash to close.
Yes — up to three side-by-side scenarios on one PDF.
Yes. Logo, headshot, NMLS, contact info, and colors — professional first impression every time.
Yes. State-aware licensing text, NMLS, APR, and equal housing text auto-included.
Yes — delivered directly to the borrower with open tracking.
Saved to the borrower's CRM record with the exact scenario attached. Searchable, forwardable, and pipelined.
Yes — reusable templates for first-time buyer, refi with points, jumbo, VA, etc.
No. Every quote clearly discloses that it's an estimate based on the scenario entered, not a locked rate. Locking happens in your LOS after full application.
Yes — the PDF is fully mobile-friendly.
Yes — the $1 for 14-Day Trial gives you full access to the Quote Generator plus every other tool in LoanOfficer.ai. No credit-card surprises, no locked features.
No. Onboarding is white-glove — our team configures the tool, connects it to your CRM and calendar, and hands you a working setup. Most loan officers are live in under a week.
Yes. Every embeddable LoanOfficer.ai tool ships as a lightweight snippet that drops into WordPress, Wix, Squarespace, HubSpot, Webflow, or a custom site with one line of HTML.
All borrower data is encrypted in transit (TLS 1.3) and at rest. Access is role-based and audit-logged. LoanOfficer.ai is built for regulated mortgage teams — not a generic marketing tool.