MortgageDetail

Close More Deals with Presentations
Clients Actually Read

MortgageDetail is the mortgage comparison tool for loan officers. Build branded, side-by-side loan comparisons, closing cost breakdowns, and client-ready presentations in minutes — not hours. $10/month, 3-day free trial.

No credit card required. Set up in under 2 minutes. Cancel anytime.

MortgageDetail presentation builder showing side-by-side mortgage scenario comparisons
2 Minutes
Average setup time
4 Scenarios
Side-by-side comparison
$10/mo
vs $150/mo competitors
100%
White-labeled to your brand

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 $10. Your logo, your headshot, your NMLS. Not ours. If you spend more than five minutes on a comparison after the first one, something is broken and I want to know about it.

DE

David Ellison

Founder, MortgageDetail.com

Features

Everything You Need to Win Clients

Built for the way mortgage professionals actually work — fast, branded, and ready for clients

Help Clients Choose with Confidence

Compare up to 4 loan scenarios side by side with clear charts for monthly payments, total interest, and equity growth. Clients see the difference instantly.

Eliminate Closing Cost Confusion

Itemized closing cost breakdowns by category with cash-to-close totals for every scenario. No more back-and-forth questions from clients.

Send Polished PDFs in Seconds

Generate print-ready PDF presentations branded with your logo and headshot. Attach to emails, texts, or hand them out at open houses.

One Link, No Logins for Clients

Send clients a shareable link to view their personalized mortgage comparison online. They see it instantly — no account needed.

Follow Up at the Perfect Moment

Know exactly when your client opens their presentation. Stop guessing and start calling when they're actively reviewing numbers.

Stay Compliant Without Extra Work

Built-in Equal Housing, NMLS, and FDIC compliance logos. Custom disclaimers and APR accuracy statements applied automatically.

Manage Your Entire Team in One Place

Branch and regional managers can view team presentations and track activity. See what your team is sending to clients.

Show Clients When the Numbers Make Sense

Break-even analysis, refinance payoff timelines, rent vs. own comparisons, and wealth-building projections that help clients say yes.

Your Brand on Every Presentation

Fully white-labeled with your company logo, headshot, NMLS#, and contact info. Clients remember you, not a software company.

How It Works

From Sign-Up to Sent in Under 5 Minutes

No training. No onboarding calls. Just results.

1

Enter Your Loan Details

Plug in up to 4 loan scenarios — rates, terms, and closing costs. Everything auto-calculates as you type.

2

It Brands Itself

Your logo, headshot, NMLS#, and compliance logos are automatically applied. No formatting, no fiddling.

3

Send and Track

Share a link or download a PDF. You get notified the moment your client views it.

Built for Mortgage Professionals

Whether you're an independent originator or managing a team of 50, MortgageDetail fits your workflow.

Loan Officers

Send polished presentations that make you the obvious choice over competitors.

Mortgage Brokers

Compare multiple lender scenarios side by side and show clients you did the homework.

Branch Managers

Track your team's presentations and ensure consistent, compliant output across the branch.

Lending Teams

One account, team-wide branding, shared templates. Everyone looks professional from day one.

Client Experience

What Your Clients See

Your clients receive a clean, branded presentation that looks like you spent hours on it. Side-by-side loan comparisons, interactive charts, closing cost breakdowns — all with your logo, photo, and contact info.

Professional, mobile-friendly layout
Your branding and headshot — not ours
Clear monthly payment and total cost comparisons
Itemized closing costs in Loan Estimate format
Amortization charts and equity projections
Compliance logos and custom disclaimers included
Side-by-side mortgage scenario comparison showing rates, payments, and total costs across 4 loan options
Pricing

One Plan. Two Ways To Pay.

No tiers. No feature gates. No surprises. Every feature, every user — pay monthly or save with annual.

Monthly

Pay as you go

$10/month

Billed every month

Unlimited presentations
Up to 4 scenarios per presentation
All chart types & visualizations
PDF export & shareable links
View tracking & follow-up alerts
Custom branding & compliance
Closing cost templates
Team management
Break-even & rent vs. own analysis
3-day free trial included
Start Your Free 3-Day Trial

No credit card required. Cancel anytime.

Best Value — Save $10

Yearly

Best for committed pros

$110/year

Just $9.17/month — save $10/year

Unlimited presentations
Up to 4 scenarios per presentation
All chart types & visualizations
PDF export & shareable links
View tracking & follow-up alerts
Custom branding & compliance
Closing cost templates
Team management
Break-even & rent vs. own analysis
3-day free trial included
Start Your Free 3-Day Trial

No credit card required. Cancel anytime.

See the full pricing comparison →

Common Questions

How long does it take to set up?

Under 2 minutes. Sign up, add your branding (logo, headshot, NMLS#), and you're ready to create your first presentation. No onboarding call. No training videos.

Can I customize the presentations with my branding?

Yes. Every presentation is fully white-labeled with your company logo, headshot, NMLS number, and contact information. Your clients see your brand — not ours.

Is this compliant with industry regulations?

Built-in Equal Housing, NMLS, and FDIC compliance logos are automatically applied. You can also add custom disclaimers and APR accuracy statements to fit your compliance requirements.

What do my clients need to view a presentation?

Nothing. They click a link and see a professional, mobile-friendly presentation in their browser. No app downloads, no account creation, no passwords.

How is this different from Mortgage Coach?

MortgageDetail Pro gives you the same core features — side-by-side loan comparisons, closing cost breakdowns, branded presentations — at $10/month instead of $150/month. That's $1,680/year back in your pocket.

Can I cancel anytime?

Yes. No contracts, no cancellation fees. Your 3-day trial is completely free, and if you choose to continue, you can cancel your $10/month or $110/year subscription at any time.

Your Next Client Is Comparing Loan Officers.
Make Sure You Stand Out.

Professional presentations. Transparent closing costs. Branded to you. Set up your account in 2 minutes and start winning more business today.

Free for 3 days. $10/month or $110/year after. No credit card required.