| Capability | ||
|---|---|---|
| Record and send a personal video | Yes | Yes |
| Video over an interactive comparison | Yes | No |
| Video across all email, not just loans | No | Yes |
| Loan math of its own | Yes | No |
| Client report that persists | Yes | No |
| Client workspace after closing | Yes | No |
A screen-shared PDF asks the borrower to hold figures in their head. Here the comparison is live underneath the recording, so they can stop, click, and check the row you just explained.
The analysis, the walkthrough and the follow-up live at a single address you can correct after sending. Not an email with a video in it and a PDF attached below.
The link does not expire when the deal funds. It becomes their workspace: recap, rate watch, and the reasoning behind the structure they picked, still there in a year.
The video you keep re-recording is the same explanation of the same tradeoff over the same kind of numbers.
You want a human voice on everything you send: check-ins, referral thank-yous, agent outreach, recruiting.
Rebuild your last real deal in it. Fourteen days of full Pro, no card on file.
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