Welcome to
Partners Mortgage Loan Lens
Set up your Loan Officer profile to get started
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Appears on proposals and the print header
Scenario
Loan Setup
Borrower & Transaction Information
This information populates across all scenarios and the borrower proposal.
Borrower
Property & Transaction
$
$
$
$
$
Cash-Out Refinance
Debt consolidation
Upload a credit report or add debts manually, then pick which to roll into the refinance.
Upload credit report
Drop a PDF or image — AI extracts every debt automatically
Or enter manually First mortgage auto-fills from Setup · Credit cards default to 24.99% when unknown
This tool is for scenario comparison only. Final loan terms, savings, payoff amounts, and eligibility are subject to verified credit, income, property value, underwriting approval, and final payoff statements.
Loan Scenarios
Compare Up to 5 Loan Options
Each scenario will be compared side-by-side in the Analysis view.
Closing Costs & APR
Fee Schedule — Applied to All Scenarios
Load a template or customize fees line by line.
DescriptionAmount ($)% of LoanTotalPaid ByAPRPPE+ to Loan
Borrower Paid
$0.00
APR Fees
$0.00
Financed Fees
$0.00
Seller Paid
$0.00
Lender Paid
$0.00
Total Closing Costs
$0.00
Borrower Name
Property Address
Monthly Payment
Payment Comparison by Scenario
Summary
Loan Comparison Table
Metric
** Monthly payment estimates include principal & interest, mortgage insurance (where applicable), property taxes, and homeowners insurance. These are estimates only. APR is an estimate. This is not a Loan Estimate or commitment to lend. Partners Mortgage NMLS #1561525.
Equity Growth
Wealth Building Over Time
See any year from 1 to 30 — watch your equity and wealth grow over time.
1 yr30 yr10 Years
Power Payment Strategy
Power Payment Strategy
What if you choose the lower-payment option but keep paying the same amount?
Borrower Proposal
Generate a Standalone Proposal Website
Creates a professional, mobile-friendly HTML file you can email or text directly to your borrower.
✓ Proposal is built and ready. Download saves an .html file you can email or text. Preview in New Tab opens it in a new window. Print Proposal opens it and prints — not this editor screen.
Personal Video Walkthrough (optional — plays inline in the proposal)
🎬
Drop MP4 here or click to upload
Video is embedded directly in the proposal — plays inline, no external links needed
Publish Borrower Link
Publishes this proposal as a live web page and gives you a link to text or email. No attachment, no download, works on any phone.
Published pages are public to anyone with the link
Every proposal gets a long random URL so it cannot be guessed or found by searching, but there is no password on the page itself. Treat the link like the proposal PDF you would email. Published pages also stay in the repo history permanently.
Your Published Proposals
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build: name-blank · jul28