The Mortgage Software That Saves Hours & Makes You More Money.

In the fast-paced mortgage industry, time is money — and both are often in short supply. As a mortgage broker since 2001, I’ve spent over two decades quoting clients, running mortgage rate comparisons, and managing my book of business. Over the years, I tried multiple mortgage broker software programs, hoping to find something that would save me time, impress my clients, and help me grow my mortgage business.

The truth? Nothing was good enough. The tools were slow, clunky, and complicated — and instead of saving me time, they added more work. So, I decided to do something about it.

I created Savvy Broker, an all-in-one mortgage CRM and quoting software designed specifically for mortgage brokers, loan officers, and independent loan agents. It helps you work faster, close more deals, and deliver exceptional client service.

Quote a Client in 30 Seconds — Not 30 Minutes Traditionally, generating a mortgage quote for a client takes 20–30 minutes of manual data entry, spreadsheet updates, and rate checking. With Savvy Broker, you can produce accurate, professional mortgage quotes in as little as 30 seconds. Our automated mortgage rate comparison tool instantly pulls the data you need and formats it into a polished, client-ready presentation — so you can respond faster, win more deals, and stay ahead of competing loan agents.

Produce Six Professional PDF Reports in Minutes Mortgage professionals know that creating detailed client reports can eat up hours of valuable time. Savvy Broker automates the process, allowing you to instantly generate six different PDF reports, including: - Rate Comparison Reports for both refinances and home purchases - Client Property Reports with detailed market insights - Seller’s Net Sheet for listing presentations - Additional mortgage documents for client education and decision-making What used to take me an afternoon now takes minutes, giving you more time to focus on relationship building and closing loans.

More Time = More Clients = More Money I built Savvy Broker because I know firsthand how much time gets lost on repetitive administrative tasks instead of growing your mortgage pipeline. Every minute you save is a minute you can spend prospecting, networking, and finalizing loans.

Savvy Broker users regularly report: - Higher closing rates due to faster client responses - Increased client satisfaction with professional, timely mortgage reports - More referrals thanks to superior service and responsiveness

Deliver Real Value to Your Clients Today’s homebuyers and refinancing clients expect fast answers and personalized service. With Savvy Broker, you can deliver both every single time. Instead of waiting hours for a mortgage rate comparison or property evaluation, your clients will have the information they need within minutes. This level of service builds trust, increases repeat business, and positions you as the go-to mortgage broker in your market.

Built by a Mortgage Broker, for Mortgage Brokers Savvy Broker wasn’t developed by a generic software company guessing what you need. It was created by someone who has been in the mortgage industry since 2001, who understands the frustrations of juggling quotes, mortgage reports, and constant client calls, and who knows exactly what tools make a broker’s life easier.

Why Mortgage Brokers and Loan Agents Choose Savvy Broker - 30-second client quotes — faster than any other mortgage quoting software - Instant PDF reports — six professional report types ready in seconds - Simple, intuitive interface — no steep learning curve or tech headaches - Affordable pricing — enterprise-level tools without enterprise costs - Trusted nationwide — built for mortgage brokers, loan officers, and small broker shops

Start Closing More Deals Today If you’re ready to stop wasting hours on manual mortgage tasks and start growing your business, Savvy Broker is your competitive edge.

📍 Sign up today and see how easy it is to manage your book of business, impress your clients, and increase your income. 👉 Get Started with Savvy Broker — Your first 30 days are on us.