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 intsantly 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
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 portal.
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.