Coffee & Mortgage is a free-to-borrower benefit you offer your clients — an independent second opinion on their mortgage that builds trust in you, without adding to your workload.
Free to create — set a password once and sign in any time.
Every link you send gives one buyer their own independent mortgage advocate, from application through closing. Free to them, from you. Pick the plan that fits how many buyers you work with each month.
What's a link? One buyer loan file or one seller listing file. A listing includes co-owners, invitation resends, and document revisions; the first seller invitation uses one credit.
Their numbers stay private. You see whether a file needs attention, never the borrower’s numbers or chat.
Clean incentives. Pricing is never tied to loan size or whether a deal closes. Change or cancel your plan any time.
Anyone can hand a buyer a coffee mug. Handing them an independent advocate for the single largest financial document of their purchase is a different kind of value — and it's one your competitors don't offer.
Borrowers get plain-English answers grounded in their actual Loan Estimate any time they want them, so the questions that used to land on you get answered before they need to.
Your dashboard shows whether a file needs attention — never the borrower's numbers or their chat history. That firewall is what makes the "independent" promise to your client credible, and it protects you too.
Pay per link with no monthly fee, or a plan sized to a steady pipeline — with room to grow into unlimited-feeling included links. It's never tied to loan size or whether a deal closes, on purpose, to keep the incentives clean for everyone.
Enter your email, name, and brokerage, and set a password — no card required to get started.
Name it however you track deals internally, then invite your borrower with their name and email or phone.
They verify with a one-time code, upload their Loan Estimate, and get their verdict — you keep an eye on status, never on their numbers.