Client Engagement Tools for Mortgage Professionals
Use LoanGraphs for professional loan scenario reports, reviewed AI-assisted outreach, and market data. Confirm your LOS features and integration options directly with its provider.
No credit card required. Works alongside your existing LOS.
Review Current Client Engagement Tools
One platform for loan presentations, borrower communication, prospecting, and market intelligence.
Multi-Scenario Loan Reports
Create side-by-side comparisons of up to 4 loan scenarios with different rates, terms, and down payments. Review the estimated payment and total cost shown for each selected scenario.
Loan Estimate-Style Closing Costs
Organize closing cost estimates into sections A through H. Review every amount before you share a report with a borrower.
Refinance Analysis
Compare existing loan terms against new scenarios. Show borrowers their monthly savings, break-even point, and total interest saved over the life of the loan.
AI-Powered Email
Draft borrower communications for rate alerts, refinance opportunities, market updates, and follow-ups. Review and edit every draft before you send it.
Market Data & Loan Limits
View conforming and FHA loan limits, median prices, inventory levels, and market trends. Check the source date before you share market data.
Home Value Reports
Prepare home value reports for past clients. Review estimated values, equity, and saved loan details before you share a report.
Embeddable Calculators
Mortgage, refinance, affordability, and closing cost calculators. Use them internally or embed on your website to capture leads.
Use LoanGraphs Alongside Your LOS
LoanGraphs focuses on client engagement tools that work alongside a loan origination system.
Client engagement tools
Use LoanGraphs to present scenarios, prepare outreach, and stay in contact with borrowers.
Works alongside your existing LOS
Use LoanGraphs for borrower presentations, market data sharing, and reviewed outreach. Confirm data-transfer and integration options with your LOS provider.
Start with available tools
Create an account and use the tools that fit your workflow. Confirm integration and data-transfer requirements before you connect another system.
Built for individual LOs and small teams
LoanGraphs supports individual loan officers and small brokerages with a focused client and marketing workflow.
Compare Systems with Current Facts
Provider features, prices, limits, and terms can change. Confirm each item directly with the provider before you choose a system.
Required workflow
List the processing, compliance, reporting, and client-engagement work that your team must complete.
Current capabilities
Confirm each provider feature, limit, and integration directly with that provider.
Complete cost
Request a current quote. Include subscriptions, usage charges, setup work, and contract terms.
Data movement
Document which system owns each record and how users correct, export, and delete data.
See loan origination software that works for you
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Frequently Asked Questions
Explore LoanGraphs Features
Modern loan origination starts here
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