QuoteDesk
Turn mortgage leads into ready-to-send quote packages
Import leads, generate quotes, prepare PDFs, and export the complete handoff to the systems your team already uses. QuoteDesk turns new inquiries into ready-to-pitch packages your team can review, download, or export.
01
Lead Import
Bring Gmail, Outlook, vendor, and manual lead sources into one review flow. Deterministic parsing runs first, with optional AI lead parsing to help extract mortgage fields for your team to confirm.
Connected intake
Route Gmail, Outlook, vendor, and manual lead sources into the same workspace.
AI-assisted parsing
Extract structured mortgage fields so lead details are ready for review.
02
Lead Review
QuoteDesk helps convert messy lead content into reviewed borrower, property, loan, and scenario details before any quote package is prepared.
Structured facts
Confirm the details that matter before rate, payment, and cash estimates are prepared.
Review control
Your team stays responsible for checking lead details, quote assumptions, and final package content.
03
Quote Package
Once the lead is reviewed, QuoteDesk applies your quote rules and prepares a complete package with quote options, PDFs, assumptions, disclaimers, and reviewed message drafts.
Quote rules
Manage the assumptions and matrices used to prepare quote options.
Package artifacts
Keep PDFs, selected quotes, notes, and reviewed drafts together for handoff.
04
Export Handoff
QuoteDesk packages borrower details, quote options, PDFs, reviewed message drafts, and assumptions into a clean handoff for GoHighLevel, HubSpot, Salesforce, Jungo, Pipedrive, LOS/POS tools, webhooks, or manual download.
Customer-owned systems
Use GoHighLevel, LOS, POS, webhook, Zapier, Make, or another handoff account your team already owns.
Audit history
Track package creation, export status, destination refs, and failed handoffs without replacing your existing systems.
Choose the plan, then tune the workflow.
Start with Solo quote generation, expand to shared company intake and export destinations, or choose Enterprise for larger teams and optional quoted support.
Solo
For one loan officer or broker
$79 per month
Team
For broker shops and small teams
$299 per month, includes 5 users
Business
For growing mortgage teams
$999 per month, includes 25 users
Enterprise
For larger teams and custom support needs
$2,499 per month, includes 60 users
Contact
Contact QuoteDesk
Send the QuoteDesk team a note and we will get back to you by email.
Inquiry details
Messages are sent directly to QuoteDesk.