Your quotes, sent in seconds.
Save the quotes you send on every deal and reuse them - auto-generate draft terms from your own underwriting rules and approve with one click, consistent every time.
Built for lenders on Finance Lobby.
Consistent terms, sent far faster.
Draft quotes from your own rules - index and spread, amortization, DSCR and LTV ranges, loan size, and program - and approve in one click.
Reusable quote templates
Save the terms you send on every deal and reuse them.
Auto-drafted from your rules
Draft quotes from your own underwriting logic - approve in one click.
Consistent every time
On-brand, consistent terms without the email back-and-forth.
Save your standard pricing
Store loan amount, rate structure, terms, DSCR, recourse and prepayment rules as a reusable template.
One template per loan type
Create a template for each product, each with its own defaults.
Every quote inherits it
New quotes prefill from the template; lenders override any field per deal, and version history tracks every change.
Save your standard pricing
Store loan amount, rate structure, terms, DSCR, recourse and prepayment rules as a reusable template.
One template per loan type
Create a template for each product, each with its own defaults.
Every quote inherits it
New quotes prefill from the template; lenders override any field per deal, and version history tracks every change.
Quote Templates questions
From your own underwriting rules - index and spread, amortization, DSCR and LTV ranges, loan size, and program - so a draft is ready to approve in one click.
Yes. Templates give you a consistent starting point; you can adjust any term before it goes out.
Yes. Keep as many quote templates as you need and pick the right one per deal.
Yes. Templated quotes go out consistent and on-brand every time, so borrowers and brokers see the same format from you.
Yes - Quote Templates are built for lenders quoting deals on Finance Lobby.
Quote in seconds, not emails
Send consistent, on-brand terms from your own rules - in one click.
I am aBasic plan, $0. No credit card, no commissions.