Turn rate objections into loan solutions.
Copy and paste the debts from Encompass or any other platform and pick the loan. In minutes, your client sees every debt they pay today, what gets paid off, the cash back, and how much more they keep each month, all on one branded worksheet with your NMLS info.
Show your client why the new loan wins, in 2 minutes.
Built for loan officers, by a loan officer.
Sample client below.
TapClick to enlarge
What you get with Loan-Pitch Pro
- Many ways to show the numbers
Benefit Worksheet, T-chart, Payoff Plan, One-pager and Compare terms from the same loan.
- Ready to present in minutes
Paste the debts, enter the loan, and the client sheet is done.
- 15, 20 and 30 years side by side
Your client sees each payment, the monthly savings and the payoff date at a glance.
- Works on your phone
A clean page your client can read anywhere, not a spreadsheet.
- Your logo and NMLS on every sheet
Each page carries your branding and license info.
- Paste debts from the credit report
Copy the liabilities grid or drop in a screenshot. No retyping.
Sample data. Estimates only.
Your client sees their own bills, not a rate sheet
Most clients know their payments but not what those payments cost them. Put every bill from the credit report next to one new payment, the cash in their pocket and the year they could own their home.
Start free trialThree steps. One call.
Easy for you, clear for your client.
- 1
Paste the debt
Copy the credit report or drop in a screenshot. The debt table fills in, and your client gets a clean Debt Summary.
- Works with a copied liabilities grid or a screenshot
- Every balance and payment in bold, easy-to-read type
- Pick which bills the new loan pays off
- 2
Build the loan
Enter the loan details. As you build the loan, the preview updates live so you can see it as you go.
- Cash back and payoff amounts calculate automatically
- See 15, 20 and 30-year terms update live as you type
- Your logo and NMLS info on every sheet
- 3
Show the client the benefit
Their new payment, the monthly difference, and how much sooner they could own their home. Pitch the client with many different examples: benefit worksheet, T-chart, payoff plan and more. Every payoff illustration shows the effective interest rate.
One plan. Everything included.
Your clients' data never leaves your computer.
Founding price: $24.99/month for life when you sign up by November 30, 2026. After that, $39.99/month.
"For life" means for as long as your subscription stays active. If you cancel and sign up again later, you pay the price shown at that time. See the Terms.
Your price is set when you start your free trial.Try it free for 7 days, then $39.99/month.
- 7-day free trial
- Unlimited proposals and graphics
- Benefit worksheet, proposal builder and document checklist
- Your logo, NMLS details and editable disclaimers
- Updates and a quick-start guide included
- 30-day money-back guarantee
- Cancel any time
Try it free for 7 days. Then, if you're not happy within 30 days of your first payment, email us and we'll refund you in full, no questions asked.
Your subscription renews automatically every month until you cancel. Cancel online any time in the app (Manage subscription, then Cancel subscription). By starting the trial you agree to the Terms of Service (including the subscription and auto-renewal terms) and the Privacy Policy. Prices exclude applicable taxes where required.
Try it free for 7 days. Then, if you're not happy within 30 days of your first payment, email us and we'll refund you in full, no questions asked.
Start free trialQuestions
Does my clients' information leave my computer?
No. Debt tables, names and balances are processed in your browser and are not sent to our servers. Only your sign-in and subscription status are checked. Settings you enter (logo, NMLS numbers, disclaimers) are stored in your browser too.
How much does it cost?
Founding price: $24.99/month for life when you sign up by November 30, 2026. After that, $39.99/month. There is a 7-day free trial (card required). Signing up means starting your free trial at checkout by 11:59 p.m. Pacific time on November 30, 2026. "For life" means for as long as your subscription stays active. If you cancel and sign up again later, you pay the price shown at that time. If you have a promo code, enter it in the "Have a promo code?" box above the button; discounts do not stack.
$39.99/month after a 7-day free trial (card required). If you have a promo code, enter it in the "Have a promo code?" box above the button; discounts do not stack.
What if I cancel? Can I get a refund?
Try it free for 7 days. Then, if you're not happy within 30 days of your first payment, email us and we'll refund you in full, no questions asked. Email support@loanpitchpro.com from the address you signed up with. To cancel, open the app, choose "Manage subscription" in the gear menu, then "Cancel subscription" ("Manage billing" in the same panel updates your card or shows invoices). Before you cancel we show a one-time offer to stay at a lower price for 3 months; you can decline and continue to cancel. Cancel before day 7 and you are not charged. Cancelling takes effect at the end of the current billing period. If you sign up again later you pay the price shown on our website at that time, unless you have a promo code.
Does Loan-Pitch Pro make my graphics compliant?
No. Loan-Pitch Pro is software, not a compliance service. It does not check, approve or certify anything, and it does not provide legal, tax or compliance advice. The default disclosure wording is a neutral starting point you can edit. You are responsible for the accuracy of what you enter, for every required disclosure, and for getting your company's compliance approval before you send anything to a client. See the Terms.