Deliver What Matters
As a professional, your time is everything. Let us help you instantly provide the most accurate information to win the deal.
Digital Client Experience
Dynamic, interactive client portal allows you to instantly update scenarios and comparisons. Deal Details provides a fully mobile experience for you and your clients.
Compelling Comparisons
Easily compare loan scenarios, property scenarios, down payment options, and buy-down options with clarity.
Property Cards Complete Your Scenarios
Accurate property data is paramount to an accurate loan scenario. In Deal Details, you have access to property data, listing information, tax information, and escrow due dates, all in one place.
Beautiful PDF Delivery
While your client may have access to a dynamic digital portal, providing a PDF is still expected in many cases. Deal Details enables you to instantly generate a professional, fully branded, one-page PDF—whether it’s a full scenario, summary scenario, loan comparison, or pre-approval letter.
Videos Connect With Clients
Our custom built video solution allows you to record in-app videos and share them with your clients instantly in their dynamic portal. We also allow you to upload videos from your favorite software if you're a video pro.
Essential ingredients for a winning proposal
Deliver your expertise with a CD-quality quote in 90% less time, powered by real-time information.
Temporary Buydowns
Points Analysis
Accurate Escrows and Prorations
Accurate Refinance Breakevens
Accurate HOA Dues and Prorations
Interactive Sliders
Home Proceeds Estimates
Nationwide Real Estate Tax Information
Homeowner's Insurance Information
Simultaneous 2nd Mortgages
Down Payment Assistance
Direct Messaging to Clients
Nationwide Title Insurance Calculations
Nationwide State Mandated Fees
Closing Cost Analysis
Built for the way mortgage professionals work
Real feedback from the people using Deal Details to move faster, explain financing clearly, and help clients make confident decisions.
- ★★★★★
As a loan officer, I've worked with quite a few systems over my 30 years, and Deal Details is BY FAR the best platform I've used. What I appreciate most is that the system was clearly designed by loan officers FOR LOAN OFFICERS. HIGHLY RECOMMEND!!
- ★★★★★
When you finally find something that gives you your time back, you stick with it.
- ★★★★★
Deal Details has significantly improved my efficiency, allowing me to deliver clear, accurate information to clients in a way that is both professional and easy to understand.
- ★★★★★
Deal Details is the tool I didn't know I was missing until I had it.
- ★★★★★
Deal Details helps us create experiences that matter by allowing our clients to clearly see multiple mortgage strategies and make confident financial decisions through education and transparency.
- ★★★★★
Deal Details has been an incredible time-saver for my business, providing accurate and transparent financing scenarios for my clients while continuing to evolve through responsive development and a team that genuinely listens to user feedback.
- ★★★★★
As we evaluated the systems and tools needed to scale our business, partnering with Deal Details became one of the most impactful decisions we made. Their platform and support helped us create a more efficient, consistent experience for both our team and our clients.
- ★★★★★
Deal Details is a revolutionary platform that has transformed the way I market, manage and close deals, putting everything I need to win right at my fingertips… the software that everyone dreams of but rarely ever finds, until now!
One plan,
no overthinking it.
Simple pricing for simple software that takes complexity out of your work day.
Per User
Frequently Asked Questions
1. Create and manage thorough, dynamic loan scenarios and loan comparisons in one mobile friendly portal with 80% less effort.
2. Ability to instantly update your client with any changes to their loan scenarios and comparisons through their own mobile-friendly client portal.
3. Our proprietary databases and systems bring all relevant deal and property information to you in one place.
Whether you’re an industy veteran or a new loan officer, Deal Details is designed by loan officers for loan officers. We created this product to become your new business process. Once you have completed 6-8 deals, you will be proficient in the software. Everything is right where you expect it to be.
Deal Details provides direct access to over 169 million property addresses nationwide. For each property, you can view key information such as sales price, estimated value, listing agent details, property taxes, flood zone determination, preliminary homeowners insurance guidance, and current lien data—all in one place.
Deal Details has built four proprietary databases that put all critical deal information right at your fingertips. Instantly access property tax data, title insurance details, and escrow account structures—based on actual tax release dates and due dates for every county in the U.S.—all seamlessly integrated into one package designed to make you look your best.
Yes, company or team accounts give you the ability to share and manage: closing cost templates, subdivision templates, users, and centralized billing, if desired.
We make it simple—here are four quick ways to become a Deal Details pro:
1. In-App Education Center – Step-by-step video lessons at your fingertips.
2. One-on-One Training – Personalized guidance whenever you need it.
3. Public Office Hours – Drop in anytime for live support.
4. Facebook Community – Connect with peers, share best practices, and learn from others.