How it works

From your first upload to the closing table.

Coffee & Mortgage isn't a one-time report. It's a second set of eyes on your mortgage for as long as you need one — five steps, start to finish.

1

Your agent sends you an invite

There's no separate sign-up. Your real estate agent adds you to a loan file and you get an email with a link to create your account and set a password — the same invite covers everyone on the loan, so co-borrowers can each set up their own sign-in.

2

Upload your Loan Estimate

Drop in the PDF your lender sent you (or paste in the numbers by hand). We read every section — loan terms, projected payments, the full loan-costs table — the same way you'd read it yourself, just faster and without missing anything.

3

Get a plain-English verdict

Not a false-precision score — a clear read like "Competitive offer" or "2 things worth reviewing," with the specific reasons spelled out: a prepayment penalty, an escrow cushion over the legal cap, origination fees above what's typical for your state, and more.

4

Ask anything, any time

A chat that's grounded strictly in your actual loan file — not general internet advice. Ask what a term means, why a fee is there, or how a different down payment would change things. It will always tell you plainly when a question is outside what it can responsibly answer.

5

Stay covered through closing

Upload a revised Loan Estimate any time and we'll flag exactly what changed. When your Closing Disclosure arrives, we check it against your Loan Estimate for TRID tolerance violations — the kind of discrepancy that can legally entitle you to a refund. Comparing offers from more than one lender? We'll rank them side by side.

See it on your own Loan Estimate.

Ask your real estate agent whether they offer Coffee & Mortgage — or if you're an agent, get started below.

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