1
Build a client comparison
Start a side-by-side property or financing strategy comparison with your verified assumptions.
New comparison →LoanSide workspace
Your work, in one place.
Start a comparison, pick up recent client work, or open the workspace that fits the conversation in front of you.
Start here
A simple way to get moving in LoanSide.
Choose the step that fits the conversation or task in front of you. You can come back to this guide anytime by refreshing the dashboard.
2
Open the right workspace
Choose Loan Officer Tools for borrower conversations, or Realtor Tools for listing, buyer, and open-house work.
Open workspaces →3
Set up your brand
Add your name, company, NMLS information, and optional brand color before creating client-ready materials.
Open settings →Quick Tool Finder
Search Loan Officer and Realtor workflows
No matching tool yet. Try another word, or open the Loan Officer or
Realtor workspace.
Most-used calculators
Start with the numbers your borrower is asking about.
Open a calculator without searching through the tool library.
Affordability
Buying Power
Estimate purchase power from income, debts, down payment, rate, taxes, and insurance.
Open Buying Power →Payoff strategy
Mortgage Payoff
Show how extra monthly payments or a future lump sum could change a borrower’s payoff timeline.
Open Mortgage Payoff →0
Client links need review
0
Comparison activity needs review
Recent Comparisons
Your saved comparisons will appear here after you create one.
Loan officer workspace
Loan Officer Tools
Compare homes and loan options, prepare pre-approval letters, and use client-ready mortgage tools.
For Realtors
Realtor Tools
Realtor-direct tools for listings, open houses, buyer follow-up, and offers.
Included with LoanSide
Marketplace Turbo
Track listings and Realtor contacts, then prepare a Marketplace draft for your review.
Client presentation workspace
Client Presentations
Manage comparisons, client-ready links, link access, and buyer activity in one place.
Marketing workspace · Preview
Marketing Studio
Turn saved comparisons and tracked properties into editable marketing drafts.