My Quote Pro

My Quote Pro myQuotePro gives every loan officer a better way to present mortgage Beautiful, branded, and built to win borrowers.

From independent brokers to credit unions, retail banks, and beyond. If you're originating residential mortgages, this is your tool

03/30/2026

1.) Welcome & Platform Overview — What myQuotePro is, what the tabs are, how the layout works. An orientation to our magnificent platform.

03/30/2026

2.) Setting Up Your Profile — Name, NMLS, email, phone, brand color, logo, application URL. This is identity — if you skip it, your shared quotes look unprofessional.

03/30/2026

3.) Setting Up Your Fee Templates — Admin → Fee Settings. The most confusing part for new users. We'll show you how fees flow into every quote automatically once set. This is a one-time setup that pays off forever.

03/30/2026

4.) Setting Your Compensation Mode — Correspondent vs Lender Paid vs Borrower Paid. This affects every single calculation. You must understand this before building any quote.

03/30/2026

5.) Building Your First Purchase Quote — Enter client info, select program, enter rates/prices, read the quote cards. This is the core product demo.

Address

2700 Ygancio Valley Road
Walnut Creek, CA
94598

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