Your client book. Automated.
QuoteBooster helps mortgage professionals send better quotes, build lasting relationships, and stay top-of-mind through every phase of the loan lifecycle.
What We Do Best
Build the tools your clients will love and the automation software you've always wanted.
From close to refi, on autopilot
What does QuoteBooster do?
We help mortgage professionals enhance and automate how they communicate and market to their existing client book. Every tool we build is designed to keep you at the center of the relationship — not replace you.
How do you enhance client communication?
We start by wrapping your loan quotes in a mobile web app. Instead of PDFs, clients get a shareable link with interactive comparisons, built-in definitions, and easy-to-read charts. You get engagement metrics — who opened it, how long they spent, what they clicked. And AI helps you fill out forms, summarize client data, and draft follow-ups in seconds.
What happens after a client closes?
That's where most LOs go quiet. We fill that gap automatically. We monitor rates daily and send your entire client book personalized monthly updates showing local market changes, their remaining balance, and their growing equity. You're building your brand every month during the quiet years — so when they're ready to refi or buy again, they call you.
How does AI help me understand my clients?
Paste a PDF, upload a document, or dictate client details — our AI fills your forms and surfaces key insights automatically. It flags refi opportunities when rates drop, equity milestones when values rise, and life events that signal the right time to reach out. Personalized action, at scale, for every client in your book.
How does it work for teams?
Managers get dashboards showing team volume, client engagement, and individual rep performance over time — not just snapshots, but growth trends. And your client list stays yours. We never market to it, share it, or use it for any purpose other than helping you. That's our no-compete guarantee, in writing.
Is QuoteBooster just for loan officers?
No — the lifecycle framework works beyond mortgage. Auto loan officers can track vehicle loan balances and flag refinance windows. Insurance agents can compare policy quotes and monitor renewal timing. Realtors can help buyers compare financing scenarios while evaluating homes. Anywhere there's a long-term financial relationship with a client, QuoteBooster helps you stay relevant.
The Loan Lifecycle
Every feature we build maps to one of the phases of the loan life cycle — so your relationship with clients never goes cold.
Consider Quotes
Understand & compare loan options
⏱ 1 to +4 weeksBuild Equity
Track and monitor debt payoff and equity gains
⏱ 1 to +6 yearsWatch For Opportunities
Leverage tech to find better rates & purchases
⏱ 2 to +20 yearsAct Decisively
Be first to act when conditions are in your favor
⏱ 6 to +8 weeksHow QuoteBooster fits every phase
Consider Quotes
We replace static PDFs with A.I. enhanced mobile app — a shareable link with interactive comparisons, built-in definitions, and engagement tracking so you know exactly who looked and when.
Build Equity
While your client holds their loan, QuoteBooster automatically tracks their remaining balance and estimates growing equity from local market data — updated daily without lifting a finger.
Watch For Opportunities
We monitor rate indexes every day. When opportunity appears, you get an alert and your client gets a personalized monthly summary — showing their numbers, in your name.
Act Decisively
When conditions are right, your client already knows the math. One-click refi quote preparation means you're first to move before the window closes.
See it in action
Your clients' loans — beautifully presented
Every loan in your book becomes a mobile-friendly card your clients can view any time. Track equity, rate, and status at a glance.
$1,350,000
6.875%
30-Year Fixed
Mar 15, 2024
$127,400
No
Your brand, automatically on every quote
A professional digital business card is auto-generated for every loan officer on your team. Your photo, NMLS, contact info, and social links — always up to date.
Jordan Whitfield
NMLS #123456712 years helping Utah families buy and refinance homes. I respond within 1 business hour.
Summit Lending Group
License #12345678Salt Lake City, UTReady to grow
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