Integrations
Fits into the systems your team already uses
CRM, websites and partner systems connect to the same engine — with access you control.
Ways to connect
CRM integration
Staff sign in with their CRM accounts. Scenarios save to the client record, and website leads arrive with the quote they chose.
Website embeds
Drop consumer pricing tools into your own sites. Each embed runs only on the web addresses you approve.
White-label
Present pricing under your brand, with your disclosures and your lead routing.
Loan officer sites
Give individual officers their own pricing pages with leads routed to them.
Customer API access
Authorized customers and partners receive their own credentials with usage limits and activity logging.
Lead capture
Consent-based lead forms send the borrower's selected scenario straight to your CRM.
How access works
Nothing is open by default. Each website, team and partner is enabled individually by your administrator, and access can be changed or revoked at any time.
See the engine on your own scenarios
We'll walk your team through pricing, comparisons, CRM saves and embeds using the products you actually originate.