Product Tour

See exactly how MAH
works — start to finish.

From the first loan scenario to a closed deal — here's every screen your team and your clients will use.

01 — Deal Pipeline

Manage every deal
from one dashboard.

Your entire pipeline in one view. Know exactly where every client stands at all times.

Six deal stages — Pre-Qual, Docs Requested, Docs Received, In Review, Approved, Closed
Real-time view tracking — see when clients open their link
Document status badges showing how many docs have been uploaded
Automated milestone emails when you move a deal stage
Rate lock tracking with expiry warnings
Actions dropdown — Copy, Message, Conditions, Pre-Approval, Rate Lock

02 — Document Collection

No more chasing
documents.

Clients upload directly through the portal. You get notified instantly. Everything stays in the deal.

Loan-type aware checklists — FHA, VA, USDA, Conventional, Jumbo each show different required docs
Secure document storage — documents never exposed publicly
Instant broker email notification when a document is uploaded
Automated 48-hour follow-up if docs haven't been uploaded
Broker can approve docs or request revision with a note
Client sees document status — Pending, Approved, Needs Revision

03 — Client Portal

Your brand.
Their experience.

Clients get a secure branded portal that looks like your brokerage built a $50K custom tool.

04 — Scenario Engine

Run any loan type
in seconds.

Enter your client's numbers and get instant verified calculations for all five major loan types.

05 — Pre-Approval Letters

Pre-approval letters
in 30 seconds.

Generate a branded pre-approval letter that auto-fills from your scenario data. Export to PDF for listing agents instantly.

Ready to run your first
scenario?

14-day free trial. No charge until your trial ends. Founding access at $67/month — locked forever for the first 20 brokers.

After founding closes · $97/month standard · $199/month team