Platform Overview

Everything You Need.
Nothing You Don't.

Four powerful tools designed specifically for mortgage professionals. Each one solves a real problem. Together, they replace a stack of expensive subscriptions.

Newsletter Pro

AI-Powered Newsletters That Actually Get Sent

Stop staring at blank email drafts. Newsletter Pro uses AI to generate hyper-local, audience-specific content for your prospects, past clients, and referral partners.

  • Choose your audience: prospects, clients, or referral partners
  • Target by market — Treasure Valley, Tampa Bay, wherever you work
  • Segment by buyer type: first-time, veteran, investor, jumbo, and more
  • Publish directly through HighLevel or export
  • Set up recurring newsletters on autopilot
Learn More →
Newsletter Pro — Compose View
Activity Tracker

The Daily Disciplines That Drive Production

Top producers don't leave their activity to chance. Track the daily inputs that lead to closings — calls, talk-tos, appointments, leads, apps, and social engagement.

  • Quick-log widgets for fast daily entry
  • Set weekly and monthly goals for each metric
  • Visual progress bars show where you stand
  • Activity history with daily and weekly breakdowns
  • Stay accountable without a spreadsheet
Learn More →
Activity Tracker Dashboard
Rate Monitor

50-State Rates at a Glance

No more checking three different sites for today's rates. Rate Monitor gives you live rates across all 50 states for 30Y Fixed, 15Y Fixed, FHA, and VA — with daily change tracking.

  • Monitor rates for any states you work in
  • Trend arrows show daily rate movements
  • Rate alerts when significant changes happen
  • Averages across your monitored states
  • Always know where rates stand before your next call
Learn More →
Rate Monitor Dashboard
Loan Advisor

Professional Loan Analysis Tools

Compare loan options side by side, run refinance break-even analysis, and show cash-out benefit scenarios. Save and share analyses directly with borrowers.

  • Compare up to 4 loan options side by side
  • Refinance analysis with break-even charts
  • Cash-out benefit calculator for debt consolidation
  • Save scenarios and share with borrowers
  • Embeddable tools for your website (coming soon)
Learn More →
Loan Advisor Overview

More Tools Coming Soon

Broker Toolkit is a growing platform. New tools and features are added regularly. Get in now and every new tool is included in your subscription.

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