The modern loan officer's command center.
Build estimates in minutes. Share live presentations with your borrower and realtor. Monitor every active loan. And never lose a past client to a refinance opportunity again.
Built for the way modern LOs actually work.
Frictionless. Fast. No committee-driven feature bloat. Every workflow inside Revaluti was designed by listening to solo and small-team LOs doing the real work.
Estimate in minutes
Full PITI, county-aware jumbo cutover, live MI quote launcher, closing-cost templates — saved to a sharable presentation in under two minutes.
Convert with one click
Estimate → pipeline in a single click. The borrower, realtor, and milestones all auto-populate. No double-entry, no spreadsheet handoff.
Close more with RateWatch
Daily monitoring of every past funded loan against national rates. When a refi window opens, you get a notification and a one-click new estimate.
Quote it, compare it, send it — before the meeting ends.
Stop saying “send me your mortgage statement and I’ll get back to you.” Build a full estimate live at the coffee-shop table, share it on the spot, watch your client engage with the numbers in real time. The Estimate tool is the surface Revaluti was built around — and the second screen you’ll have open all day.
Iterative Zero-Cash-to-Close solver
Toggle “roll closing into loan” and the platform iterates loan amount → LTV → PMI → closing costs → cash to close until the borrower brings zero dollars to closing. Three passes, milliseconds. No bouncing between LOS tabs.
Cash-out target back-solve
Tell it your client wants $185K cash out. It reverse-solves the loan amount needed at the chosen rate, LTV cap, and program. PMI auto-applies if you cross 80%. One field, one answer.
Linked refi + purchase package
Anchor a cash-out refi. Add a linked purchase scenario that auto-applies the extracted equity as down payment. Both loans render as one transaction on the shared presentation — unique to Revaluti.
Comparison + clickable horizon chips
Build 2+ scenarios, hit Compare, get a side-by-side table with vs-anchor diff rows (monthly ±, total payments ±, interest ±, cash to close ±). Click any horizon chip — 1, 3, 5, 7, 10, 15, 30yr — every projection recalculates instantly.
Pre-baked defaults per program (Conv / FHA / VA / USDA / Jumbo) plus your own saved templates. Origination, services, prepaids, escrows, recording — your typical fee setup auto-populates the moment you pick a program. Edit any line inline; everything cascades.
Designed to open beside your LOS, not replace it. Quote at the coffee shop, in a client meeting, or back at the office — same speed, same accuracy, same shareable presentation at the end. The goal: the tool you have open all day.
When you can quote on the spot, you don’t lose clients to the LO who answered first.
Speed to respond closes deals. Transparent, accurate, easy-to-read estimates keep clients engaged. Revaluti is the platform you’ll have open all day.
Start Free Trial →Your entire workflow, in one place.
From the first estimate to the final closing disclosure — and every refinance opportunity for years after. See the full toolkit below.
Try It Free →Stop chasing your LO for updates.
A live, no-login view of every transaction in flight with your LO partners. Your buyers, sellers, and you — all in sync.
Live transaction status
Every shared loan, every milestone — pre-approval through clear-to-close — visible at a glance. No more chase emails or wondering where things stand.
Automatic alerts
Bell + email notifications the moment a loan clears a milestone or a rate lock or closing date is approaching. 7-day, 3-day, and 1-day heads-ups built in.
Co-branded buyer experience
Your name + brokerage appear on the borrower’s presentation alongside the LO. They open it on any device — no app, no login, no setup.
Four steps from first call to closing day.
Build the estimate
Type the property, pick the program, set DP + rate. PITI, MI, closing costs, jumbo flags all auto-calculate.
Share with borrower & realtor
One link. They open it on any device — interactive presentation, no login. Compare scenarios. See breakeven.
Convert to pipeline
One click promotes the estimate to a tracked loan. Contact, realtor, milestones, docs checklist all carry over.
Track to closing
Automated milestone tracking. Stalled-doc reminders. Rate-lock expiry alerts. Closing-week notifications.
Every tool a modern LO needs. Nothing they don't.
Estimate Tool
Multi-scenario quotes, linked refi+purchase, ARM analysis with best/base/worst projections, full PITI breakdown with editable closing-cost grid.
Learn more →Contact Tracking
Built-in CRM for borrowers, partners, and past clients. Last-contacted timestamps, cold-contact alerts, birthday + anniversary reminders.
Learn more →Interactive KPI Cards
22+ live KPI tiles across production, at-risk, workflow, relationships, and productivity. Every tile clickable for drill-down with row-level detail.
Learn more →Dynamic Pipeline
Every active loan in one view. Milestone progression, lock-expiry tracking, docs outstanding, UW conditions, automated stage prompts.
Learn more →Intelligent Monitoring
Daily automated checks: stalled docs, expiring locks, upcoming closings, dormant partners, refi opportunities. Notifications via bell + email.
Learn more →RateWatch
Daily monitoring of past funded loans against FRED national averages. Customizable thresholds. Green/yellow/red flags. One-click conversion to a new estimate.
Learn more →What’s coming next.
A working preview of where Revaluti is headed. These are the next features in build.
Property search tools
Natural-language address search across your service area, pinned to your dashboard. Save searches, set alerts on new listings.
Hedonic pricing engine
Auto-generated comp sets for any address using a 12-factor regression (bed / bath / sqft / lot / year / condition / and more).
Propensity-to-sell engine
ML-scored signal on which past buyers are most likely to list in the next 12 months — equity built, life-stage triggers, market timing.
One-click CMA generation
Branded comparative market analysis PDF for any listing prospect. Co-branded with the LO + realtor partnership.
Co-branded buyer guide PDFs
Your photo, brokerage, and license # rendered alongside the LO’s branding on every presentation the buyer downloads.
Calendar-synced closings
Loan milestone updates push automatically to Google / iCal so your week looks right at a glance — no double-entry.
What you build is what they see.
Every loan estimate becomes an interactive, branded presentation. Your borrower opens it on any device — phone, tablet, desktop — without an app, login, or download.
Your client and your realtor will never have to wonder where the loan is at.
A collaborative experience for lenders, borrowers, and realtors — all in sync. No more chase emails. No more status-update phone calls. Revaluti keeps everyone informed automatically.
Simple, honest, single-tier pricing.
Built for the independent loan officer. No tiers. No upsells. No surprise charges. One price, everything included.
Revaluti
Everything included. No tiers, no upsells, no surprise charges.
- Unlimited estimates & scenarios
- Unlimited pipeline loans
- Sharable interactive presentations
- Contact CRM + partner network
- RateWatch past-client monitoring
- MI quote launcher (4 providers)
- 22+ interactive KPI dashboard tiles
- Daily automation reminders
- County-aware jumbo + MI calc
- Email + chat support
Subject to NMLS license verification at sign-up
Frequently asked.
Built by people who do the work.
Revaluti was built by a small team of mortgage and technology professionals frustrated with the bloated, committee-designed software the industry was offering solo and small-team loan officers. We wanted a tool that respects your time, your borrowers' attention, and your realtor partners' workflow. So we built it. And we're using it every day, just like you.
Questions? We're listening.
Try it now — 60-day trial, no install.
Your trial account is one click away. Build an estimate. Share a presentation. See what your borrower will see. Sign up only when you're convinced — subject to NMLS license verification.