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For Lenders

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.

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Built for lenders on Finance Lobby.

Quote TemplatesInteractive prototype
What it is

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.

Answers

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.