StreamQuote
StreamQuote

Built for mortgage professionals

Engage Faster. Quote Smarter. Win More Business.

Speed-to-lead edge Best-fit investor pricing Borrower-ready options CRM-ready follow-up
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LO-friendly automation

One workspace from first touch to follow-up.

Capture the lead. Price the deal. Send the quote. Keep momentum moving.

Rate Sheet Imports Mailbox Lead Capture 1003 Export Property Validation Market Data SMS Quote Delivery

Best path faster

Build the quote around the real deal.

Compare firsts, seconds, lock periods, costs, credits, and cash-to-close before the borrower sees an option.

Stacked loan options Cash-to-close clarity Borrower-ready quote
Scenario comparisonAnonymous presentation
Option 1Balanced paymentPrimary financing
Payment
Side by side
Closing funds
Itemized
Rate position
Ranked
Option 2First + secondCombined structure
Total payment
Combined
Cash to close
Compared
Tradeoffs
Visible
Lead flowFocused workspace

Keep status, next action, and quote readiness together.

OptionsReusable structures

Prepare consistent comparison choices without duplicate entry.

PricingInvestor ranking

Compare available paths using the active scenario.

ControlsReview guardrails

Decide what is ready and what needs an LO check.

ContextMarket data

Keep benchmarks and movement near the workflow.

HandoffBorrower-ready quote

Present payment, cost, and cash-to-close clearly.

Customizable workspace

Shape the workflow around how your team sells.

Choose the lead views, pricing controls, investor rules, market prompts, and handoff steps each LO needs to move faster.

Lead views

Sort the day by status, source, purpose, state, LTV, quote readiness, or next action.

Investor setup

Manage lender defaults, imported rate sheets, pricing logic, and comparison behavior.

Client re-engagement

Use market movement, rate updates, and funded-loan memory to restart past-client and prospect conversations.

Auto-quote controls

Define which leads are ready for automated quote prep and which need review first.

Market data

Keep benchmarks, rate movement, and pricing context near the lead instead of in another tab.

Quote handoff

Package borrower-ready options, follow-up status, and LOS handoff details from the same flow.

Feature hit list

Less searching. More automation.

Lead Flow

Capture and sort

  • Lead import
  • Saved views
  • Status tracking
  • Notes and source
  • Quote readiness
Eligibility Checks

Clean up fast

  • Purpose checks
  • FICO and LTV
  • Loan amounts
  • Property shortcuts
  • Payoff analysis
Pricing

Compare options

  • Investor ranking
  • 1st and 2nd stacks
  • HELOC / HELOAN
  • Best-fit product
  • Cost and credit
Quote → Handoff

Move the file

  • Borrower options
  • CRM-ready follow-up
  • Consumer / LOS 1003
  • File-ready package
  • Client Retread

Workflow automation built to convert

Less manual work. More borrower momentum.

Turn every lead into a faster quote, cleaner follow-up, and a better chance to win the business.

14-day trial begins after approval. No card is required with this request.

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Account Access

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