Keep up to date on your equity, and current buying power
Get tailored tips and insights to optimize your mortgage and save money
View your remaining balance, and potential interest savings—all in one place
Simple Sign-up process. Start tracking your mortgage in minutes
Keep clients informed and engaged—effortlessly
Offer long-term value and reinforce your expertise with proactive updates.
Access client mortgage data to identify refinancing and renewal opportunities.
Access key client mortgage data to offer better refinancing and renewal advice.
Build stronger relationships that lead to repeat business and referrals.
Your job doesn’t end when the mortgage is signed. Stay connected with your clients, provide valuable insights, and position yourself as their trusted mortgage expert—so they turn to you for renewals, referrals, and more.
Boost Retention & Referrals – Strengthen client relationships and grow your business.
Deliver Real Value – Offer proactive mortgage updates that keep clients engaged.
Connect your favorite mortgage platforms and automatically sync your deals—no manual imports needed.
Complete list of features available in our pricing plans
Essential
$49 / mo
$529 / yr
Save 10%
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Growth
$99 / mo
$1069 / yr
Save 10%
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Professional
$199 / mo
$1799 / yr
Save 10%
|
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Subscribers | 50 | 100 | Unlimited |
Unlimited Mortgages | |||
No Setup Fees | |||
Opportunity Tracking
Identifies potential opportunities within the imported mortgage data for agents and realtors to act upon. |
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Frontend Leads
Connects users with potential mortgage agents or realtors based on their subscription plan. |
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Contact Imports
Import contacts from various sources to manage and invite them to use the mortgage monitoring tool. |
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HomeHub Rewards
Connects mortgage agents with realtors to generate automatic referrals |
Got Questions? We’ve Got Answers.
Mortgage Monitor gives you a clear, up-to-date picture of your mortgage and home value. It helps you stay informed about your equity, interest savings opportunities, and when it might be a good time to refinance or renew. You’ll receive monthly updates with personalized insights, so you can make smarter financial decisions with confidence.
Your mortgage details are securely synced from trusted systems your agent already uses, so your information stays current without any manual effort. You’ll get a personalized dashboard and monthly digest with smart insights to help you stay in control.
Not if your agent using Mortgage Monitor set up your account, your details will sync automatically. If not, you can manually enter your mortgage information to get started.
Mortgage Monitor helps agents identify refinance and switch opportunities, initiate conversations around mortgage protection and insurance, and stay connected with clients through automated insights and monthly updates.
You’ll need to provide us with API access so that deals from your origination platforms like Filogix, Finmo, Scarlett, and Velocity are synced automatically into your dashboard - no manual imports required.
Not at all. Mortgage Monitor integrates with multiple origination platforms and consolidates deal data into one dashboard. Once API access is granted, you can track and manage all your active and past deals from multiple platforms in a single, organized view.
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