AgentDesk - Private Mortgage Concierge for Discerning Borrowers

Submit New Scenario

Your Name (Real Estate Advisor) * Used to generate scenario ID

Property Type *

Purchase Price *

Down Payment * Enter dollar amount or percentage (e.g., $60,000 or 20%).

Loan Amount *

Zip Code * City and state will auto-fill

City *

State *

Credit Score *

Intended Use *

Is your client willing to transfer assets in exchange for potential relationship rate discounts?

Yes No

Comments / Additional Info

Property Type *

Current Loan Amount *

Property Value *

Current Rate *

Current Lender *

Credit Score *

Zip Code * City and state will auto-fill

City *

State *

Intended Use *

Is your client willing to transfer assets in exchange for potential relationship rate discounts?

Yes No

Notes / Comments

Property Type *

Existing Loan Amount *

Estimated Value *

Cash-Out Requested *

Zip Code * City and state will auto-fill

City *

State *

Credit Score *

Intended Use *

Is your client willing to transfer assets in exchange for potential relationship rate discounts?

Yes No

Notes / Comments

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Real Estate Advisor Dashboard

Submit New Scenario

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Lending Partner Dashboard

Active Quote Requests

Submit New Quote

Custom Relationship Pricing Tiers (Optional)

Quick Access

Real Estate Advisor Dashboard

Submit New Scenario

Quick Access

Lending Partner Dashboard

Active Quote Requests

Submit New Quote

Custom Relationship Pricing Tiers (Optional)

Quick Access

Scenario Submitted Successfully

Quote Submitted Successfully