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Intake Systems
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Professional Systems
Intake & Qualification Custom Website Builds Private Client Hub
AI Search
AI Search Setup — $1,000 AI Visibility Monitoring — $1,500/mo
Pricing
The Page — $597–$1,497 The Site — $2,497–$5,997 The Platform — $4,497–$9,997 + $247–$497/mo
📞 1-877-354-3226 [email protected] Contact Page AI Readiness Score
See It Live →
Mortgage Broker Pre-Qualification System

One Toxic File Costs You 3 Weeks
and a Realtor Relationship Worth $100K/Year.

You spend 3-5 hours on every unqualified applicant. One bad file blows up a realtor relationship worth six figures in annual referrals. Your website says "Apply Now" — the same button for a 780 FICO jumbo buyer and someone in active collections.

This system scores every borrower on credit, income, property type, and timeline before you touch a file.

Try the Live Demo → See the 3 Tiers
One-time price You own it No SaaS fees
LIVE TRY IT NOW
Score a Borrower in 30 Seconds
This is what your prospects experience.
3 questions. Instant clarity.
BORROWER QUALIFICATION 1 of 3
What type of loan are you looking for?
Loan type determines scoring criteria.
The Real Problem
Most Brokers Think This Is a Volume Problem
Before · Typical Thinking
✗"We need more applications."
✗"Rate shoppers are just part of it."
✗"We'll qualify during underwriting."
✗"More Zillow spend solves it."
✗"Every pre-qual is worth running."
After · System Thinking
→25-30% of applications never close — at $11,800/loan to originate.
→We were underwriting rate shoppers who applied with 5 lenders simultaneously.
→Our pull-through rate was below 70% — industry average is already terrible.
→Every fallen-out loan costs processor time, underwriter time, and realtor trust.
→This qualified borrowers before the credit pull.
The difference isn't more applications. It's funded loans.
"25% of our apps were falling out. That's $11,800 per loan wasted."
— LO, independent mortgage brokerage (purchase-focused)
"We were running credit on borrowers who had no business buying a house."
— Broker-owner, 4-LO shop (conventional + FHA)
Three Ways to Start

Pick the Tier That Fits Your Brokerage.
One funded loan covers the entire investment.

The Page
$597
ONE-TIME · YOU OWN IT
  • Full 30-question scoring system
  • Pre-qualification scoring
  • Branded to your brokerage
  • Instant email on every submission
  • Delivered as one HTML file
  • You or your web person installs
Request — $597
Most Popular
The Site
$2,497
ONE-TIME · YOU OWN IT
  • Everything in The Page
  • Custom scoring for your loan products
  • Multi-LO routing by specialty
  • Full custom website built for you
  • Remote installation session
  • 4 updates included in Year 1
Year 2+: $127/mo or $1,297/yr
Request — $2,497
Full Platform
The Platform
$4,497
SETUP · THEN $247/MONTH
  • Everything in The Site
  • Branded Private Client Hub with login
  • Document vault + compliance archive
  • Messaging, payments, scheduling
  • E-signatures + AI chat
  • Replaces $350+/mo in SaaS tools
  • Your domain. Your brand. Zero vendor marks.
  • Ongoing support and hosting
Request — $4,497 + $247/mo
"Encompass is a necessary evil. This handles everything it doesn't."
— Branch manager, regional mortgage company (Southeast)
Professional team
Built by a real team. Supported by a real person.
IECAN Training — Rathdrum, Idaho. Priority support means you call or text a human, not a chatbot.
1-877-35IECAN
FAQ

Quick Answers.
Then Try the Demo.

Works with my LOS? ▼
Scored email per submission. Forward to Encompass, Byte, or any LOS. Direct integrations at Tier 2+.
Filters unqualified borrowers? ▼
Yes. Credit issues, unrealistic timelines, and income gaps get flagged and routed to a different path.
Compatible with my site? ▼
Single HTML file. Any website, any host. Installs in 30 minutes.
Monthly fees? ▼
Tier 1 and 2: none. Tier 3 includes hosting at $247/month.
What does "you own it" mean? ▼
Perpetual license. No subscriptions. IECAN retains IP.
TIER 3 THE PRIVATE CLIENT HUB
Your Borrowers Deserve Better Than Email Chains.
Replace 4-5 tools with one branded platform.

Your clients currently interact with 4-5 disconnected systems — CRM + scheduling + e-signatures + LOS portal. That costs you $350+/month and gives your clients a fragmented experience with someone else's logo on every screen.

📁
Document Vault
Encrypted. Categorized. No email attachments.
💬
Secure Messaging
HIPAA/SOC2 ready. Replaces text and email.
✍️
E-Signatures
Built in. No DocuSign. No extra cost.
You're currently paying
$350+/mo
→
Replace everything with
$247/mo
What Your Clients Actually See.
This is the live interface. Click the tabs.
hub.summitmortgage.com
Summit Mortgage
Client Portal
Loan Tracker — Johnson Family
● Underwriting
Loan
$425K
Rate
6.25%
Type
30yr Fixed
Phase
UW Review
"Borrowers stopped calling to ask 'where's my loan?' The hub shows them."
— Branch manager, regional lender (12 LOs, Southeast)
Tier 1 and 2 clients see none of this.
Every feature above is exclusive to The Platform. Your competitors are already using tools like these — just not branded to your brokerage.
▶ SEE THE FULL PRIVATE CLIENT HUB — 9 FEATURES
"Our realtor partners noticed immediately. Referrals went up."
— LO, independent brokerage (purchase + refi, 8 years)
Ready to Start

Submit Your Order.
We'll Follow Up Same Day.

Pick your tier. We'll confirm your order, answer any questions, and send a secure payment link. No pressure. No auto-charges.

Questions first? Email [email protected] directly.