One extra closed loan covers the year.

An advisor earns three to five thousand dollars on a closed loan. These are the prices, and founding members keep theirs for as long as they stay.

Originate

Work the deal in front of you

/mo

Billed annually at $1,890/yr

Your first 21 days run on Retain

Get Founding Member Access

Included: Unlimited purchase, refinance & debt consolidation
Included: Clarity Pilot and AI building, 250 credits a month
Included: Under Contract timeline with deadline alerts

Also included

Included: A Client Workspace for every client
Included: Unlimited itemized closing cost quotes
Included: 2 seats and unlimited free agent seats

Retain

Branch

For teams and branches

Custom

Priced for your team

Talk to us

Included: Unlimited seats and producing advisors
Included: Custom client workspace on your own domain
Included: Single sign-on and admin roles

Everything in Retain, plus

Included: Branch-shared fee templates & defaults
Included: Seat management as the team changes

Compare every feature

Seats count you plus your support. Originate includes 2, Retain includes 4, and extra support seats are $89 a month on any plan.

What most advisors are running right now

Mortgage Coach, per user: $150 / mo
Homebot for loan officers, from: $125 / mo
Two subscriptions, two logins: $275 / mo
Mortgage Clarity Retain: $289 / mo

List prices as published July 2026, and worth checking rather than taking our word for. The point is not that we are cheaper. It is that the client sees one brand instead of two, and the analysis you built before they bought is the same record that watches the loan afterwards.

A support seat works your book, not your name. An assistant, production partner or processor gets their own login and works your clients and files. They cannot change the team name, your headshot, your NMLS or your licensing, and their own details never appear to a client or a referring agent. Everything client-facing publishes under the producing loan officer.

Everything, side by side

Hover or tap the next to any feature to see what it does for you.

Downgrading never takes anything away from your clients. Published workspaces stay live, existing content stays viewable, and nothing is ever deleted.

Features	Originate	RetainMost popular	Branch
Always included, every tier
Client Workspace	Included	Included	Included
Agent Workspace	Unlimited, free	Unlimited, free	Unlimited, free
Clarity Pilot AI assistant	Included	Included	Included
AI credits (Pilot messages, AI builds & updates)	250 / month	Unlimited	Unlimited
Brand kit	Included	Included	Included
NMLS + Equal Housing disclosures	Included	Included	Included
Notifications	Included	Included	Included
Analyses
Purchase / Refinance / Debt Consolidation	Unlimited	Unlimited	Unlimited
Temporary buydowns	Included	Included	Included
Bridge & HELOC scenarios	Included	Included	Included
AI Analysis Creation (Natural Language)	Included	Included	Included
AI Analysis Updates	Included	Included	Included
Competitor Analysis	Not included	Included	Included
Reverse-Engineered Fee Sheet	Not included	Included	Included
Construction / Renovation	Not included	Included	Included
Client workspace
Client workspaces + invites	Included	Included	Included
Workspace tab / home-card configuration	Included	Included	Included
Advisor-supplied content	Included	Included	Included
Video messages on reports	Included	Included	Included
Game Plan Recap	Not included	Included	Included
Call Library	Not included	Included	Included
Client Pilot	Not included	Included	Included
Education Hub + Interactive Tools	Not included	Included	Included
Under Contract
Under Contract timeline	Included	Included	Included
Deadline notifications	Included	Included	Included
Borrower access	Included	Included	Included
Agent access + request inbox	Not included	Included	Included
Per-task visibility by party	Not included	Included	Included
Import dates from the ratified contract	Not included	Included	Included
Playbooks & milestone templates	Not included	Included	Included
Board & calendar views	Not included	Included	Included
Grow your book
Open House workspaces	Not included	Included	Included
Seller net sheet & cost of waiting	Not included	Included	Included
Investor Deal Analyzer	Not included	Included	Included
Condo review & document upload	Not included	Included	Included
Past clients
Automated Refinance Monitor	Not included	Included	Included
Upload your entire past client list	Not included	Unlimited	Unlimited
Automated strike-price alerts	Not included	Included	Included
Auto-built refi analysis on a crossing	Not included	Included	Included
Homeowner Hub	Not included	Included	Included
Monthly homeowner digest	Not included	Included	Included
Data & integrations
Itemized Closing Costs Integration	Unlimited	Unlimited	Unlimited
Calendar Integration	Included	Included	Included
Call recording & file integrations	Not included	Included	Included
Google Sheets	Not included	Included	Included
Slack	Not included	Included	Included
CRM Integration	Not included	Coming soon	Coming soon
Inbox Bridge (Gmail / Outlook)	Not included	Coming soon	Coming soon
Pricing engines	Not included	Coming soon	Coming soon
Seats & admin
Seats included (producing LO + support)	2	4	Unlimited
Additional support seats	$89 / mo	$89 / mo	Included
Additional producing advisors	Not included	Not included	Scoped with you
Custom client workspace	Not included	Not included	Scoped with you
Custom brand colors	Not included	Included	Included
Custom domain / white-label URL	Not included	Not included	Included
SSO	Not included	Not included	Included
Branch-shared fee templates & defaults	Not included	Not included	Included
Admin roles & seat management	Not included	Not included	Included

Comparing us against something specific? See how Mortgage Clarity stacks up against Mortgage Coach, MBS Highway, Homebot and the spreadsheet you are probably still using.

The questions advisors actually ask

Mortgage Clarity is invite only for now, and the opening date is not published yet. The way in is founding member access, which is not a marketing list: it is the order invitations go out in, and the group that gets founding pricing locked for as long as they stay.

Invite only, for now.

Founding members are invited first and keep founding pricing for as long as they stay. No card, and nothing to cancel.

Get Founding Member Access Sign in