Stop Losing Past Clients to Your Competitors

MortMonitor watches your closed loans every day and alerts you when refinancing actually saves your clients money, so you can be the first to reach out to them with real value.

Built for independent and small-team professionals who don't have time to babysit rate sheets, thumb through old loans, or wrangle enterprise platforms.

Get Early Access

Lock in founding-member pricing and see a demo.

Questions?Text or call: (801) 739-3520

Sound familiar?

The firm is busy. Refis are sporadic. Staying on top of every past client feels impossible.

Clients forget about you

You did a great job on the original loan, but 6-12 months later they don't remember your name. When rates drop, they Google "refinance" and end up with someone else.

Manual tracking doesn't scale

Spreadsheets, rate sheets, and back-of-the-envelope math don't work for 50-500 past clients. You're busy closing new deals, not digging out years-old data to compare with today's rates.

No good reason to reach out

"Just checking in" emails feel pushy. You want a legitimate, numbers-backed reason to reconnect that makes you look like an advisor, not a spammer.

Competitors grab your business

Other lenders and big platforms are marketing aggressively to your past clients. While you focus on new business, they scoop up the refinances when the timing is right.

How MortMonitor works

Simple portfolio monitoring for professionals who want a tailored "heads up" alert when it makes sense to talk about refinancing.

Add a client

Enter basic loan details for clients you've closed.

We monitor rates & and do math daily

MortMonitor tracks market rates and runs the numbers for each client based on things like credit score, closing costs, break-even timeline, lifetime savings, and so forth. You can set custom alert thresholds based on what makes sense for your clients.

You get actionable alerts

When a client crosses your savings threshold, you (and your client) get a clear alert with the story you can tell: "Here's how much you can save, and when it pays off." Reach out as a trusted advisor, armed with accurate data — not a de-facto cold caller.

Screenshot of just two of the types of alerts you or your clients can set!

Competitor tools focus on big lenders, generic rate alerts, or have limited pricing structures. MortMonitor keeps it simple for independent professionals: a clean list of your past closings, clear math, and alerts you can actually act on. And you don't have to pay a fixed monthly, quarterly, or annual bill in lean times.

Pricing that makes sense for professionals

Check out our early access pricing: three plans from which to choose. Hurry! Deals will end soon.

Pay as you go

Plan A

$299 / property

$249.99/ property

and then never pay again!

Lock in pricing

The mortgage business is feast-and-famine. We don't lock you into another monthly subscription that feels terrible in lean months.

Subscription Plans

Plan B (Most Popular)

$45 / month

$39.99/ month

Billed annually for 12 months of access

Lock in pricing

Plan C

$50 / month

$44.99/ month

Billed monthly with no yearly contract

Lock in pricing

Unlimited properties and unlimited alerts for a limitless you!

Designed for consistent producers and growing teams who want predictable pricing.

Why we built this

A note from Sam, MortMonitor's founder

I was a client of an awesome mortgage professional who ran a lean shop and did incredible work. When rates drop, I want to come back to him, but I realized neither of us had a good system to track the right timing; I'm too busy to watch rates, and he's too busy to manually monitor every past client.

That gap is the entire reason MortMonitor exists: software that quietly watches closed loans, does the math, and gives professionals a legitimate, numbers-backed reason to reconnect with past clients. Not "just checking in," but "here's how much you can save."

We're launching with a small group of founding firms. Join early, shape the roadmap, and lock in pricing that stays with you as you grow.

Questions? Want to see if this makes sense for you?

(801) 739-3520 Email us

Ready to turn past clients into repeat business?

Join early and get founding member pricing.

No credit card required. Prefer to talk first? Call or text us: (801) 739 3520.

Stop Losing Past Clients to Your Competitors

MortMonitor watches your closed loans every day and alerts you when refinancing actually saves your clients money, so you can be the first to reach out to them with real value.

Built for independent and small-team professionals who don't have time to babysit rate sheets, thumb through old loans, or wrangle enterprise platforms.

Get Early Access

Lock in founding-member pricing and see a demo.

Questions?Text or call: (801) 739-3520

Sound familiar?

The firm is busy. Refis are sporadic. Staying on top of every past client feels impossible.

Clients forget about you

You did a great job on the original loan, but 6-12 months later they don't remember your name. When rates drop, they Google "refinance" and end up with someone else.

Manual tracking doesn't scale

Spreadsheets, rate sheets, and back-of-the-envelope math don't work for 50-500 past clients. You're busy closing new deals, not digging out years-old data to compare with today's rates.

No good reason to reach out

"Just checking in" emails feel pushy. You want a legitimate, numbers-backed reason to reconnect that makes you look like an advisor, not a spammer.

Competitors grab your business

Other lenders and big platforms are marketing aggressively to your past clients. While you focus on new business, they scoop up the refinances when the timing is right.

How MortMonitor works

Simple portfolio monitoring for professionals who want a tailored "heads up" alert when it makes sense to talk about refinancing.

Add a client

Enter basic loan details for clients you've closed.

We monitor rates & and do math daily

You get actionable alerts

Screenshot of just two of the types of alerts you or your clients can set!

Pricing that makes sense for professionals

Check out our early access pricing: three plans from which to choose. Hurry! Deals will end soon.

Pay as you go

Plan A

$299 / property

$249.99/ property

and then never pay again!

Lock in pricing

The mortgage business is feast-and-famine. We don't lock you into another monthly subscription that feels terrible in lean months.

Subscription Plans

Plan B (Most Popular)

$45 / month

$39.99/ month

Billed annually for 12 months of access

Lock in pricing

Plan C

$50 / month

$44.99/ month

Billed monthly with no yearly contract

Lock in pricing

Unlimited properties and unlimited alerts for a limitless you!

Designed for consistent producers and growing teams who want predictable pricing.

Why we built this

A note from Sam, MortMonitor's founder

We're launching with a small group of founding firms. Join early, shape the roadmap, and lock in pricing that stays with you as you grow.

Questions? Want to see if this makes sense for you?

(801) 739-3520 Email us

Ready to turn past clients into repeat business?

Join early and get founding member pricing.

No credit card required. Prefer to talk first? Call or text us: (801) 739 3520.