Mortgage Clarity turns the strategies a mortgage advisor builds into a workspace their clients can explore and interact with.
Anthropic Startup Program member
The advisors signed up for launch closed over $380M in the last twelve months
If you can explain it to a client, you can build it here. Strategies, reports, video, the contract, and the years after, from one place.
Say the scenario out loud or type it. Two or three loan structures come back side by side with taxes, insurance, MI and title fees applied. Import your fee sheet or a competitor’s Loan Estimate and every line lands in the right column.
Strategies, the contract timeline, your video, the call library and rate watch live at one link. No app, no password. Two years after closing it is still the place your client checks.
Every funded loan gets a strike rate and a nightly watch. When a client crosses, the refi strategy is already built. In between, the homeowner workspace keeps the loan, the equity and the next review in front of them.
Pilot sits beside every screen. Ask about a client or tell it to build the next strategy, and it comes back with a proposed change you apply in one click. Nothing edits itself.
See how it worksAutomation that a compliance reviewer can sign off on, because the advisor stays the last step.
Pilot proposes, AI Build drafts, a call becomes a recap draft. Nothing reaches a client until you publish it.
Payments, amortization, breakevens and cash to close come from a deterministic calculation engine covered by the test suite.
Your NMLS, your lender of record, Equal Housing Lender and the state disclosures sit in the footer of every client page automatically.
Tenant isolation, row-level security, an audit trail on every borrower access, and card data that never touches our servers.
Jordan, Sam, great talking today. Here is where we landed: the 2-1 buydown keeps year one under $5,000 while…
Christian Kosko · NMLS# 1415795 · Mortgages in the District · Fairway Home Mortgage · NMLS# 2289 · Equal Housing Lender · Licensed in DC, MD, VA.
Call recorders, calendars, title quotes, documents, spreadsheets and Slack, live today. Each connection says what it reads, what it writes and what it never touches, and you grant every one yourself.
See every integration and its statusThe advisors who explain best get remembered best. Mortgage Clarity is invite only for now, and founding members are invited first.
