Private admin prototype

Erin Hill Mortgage Materials Tool

Create co-branded flyer layouts, skinny loan comparisons, saved sample scenarios, and private view-only scenario links from one staging workspace.

Staging/private prototype: Use sample or internal test information only. Do not enter real borrower private data here. Estimates are educational and not quotes, approvals, APR disclosures, commitments, or final loan terms.
Part 3

Scenario storage

Save buyer/property/scenario details locally for staging proof. Production would replace this with authenticated database storage.

Part 5

Co-branding profiles

Set the realtor partner and loan officer profile that should appear on flyer and comparison outputs.

Realtor partner

Loan officer

Part 2

“Skinny” loan comparison

Enter two or three simplified loan options with client-friendly tradeoff summaries. APR is omitted and disabled until approved compliance copy exists.

Part 1

Co-branded flyer generator

Select a template and generate a clean output. Use Print / Save as PDF to create a downloadable PDF from the browser.

Part 4

Private shareable client link

Create a view-only scenario link. This staging prototype encodes the scenario in the URL hash; production should use authenticated, expiring, unguessable server-side links.

Open View-Only Page
Part 3

Saved scenarios

Return to saved scenarios, edit them, regenerate outputs, or remove local test records.