Frequently Asked Questions
Everything you need to know about LoanSight's calculators, AI guidance, lead generation, branding, and implementation. Can't find what you're looking for? Request a meeting with our team.
About LoanSight
What is LoanSight?
LoanSight is an AI-powered mortgage intelligence platform that helps lenders, branches, and loan officers engage borrowers through interactive calculators, personalized guidance, and lead generation tools.
Who is LoanSight designed for?
LoanSight is built for mortgage lenders, banks, credit unions, mortgage brokers, branches, marketing teams, and individual loan officers.
How is LoanSight different from traditional mortgage calculators?
Traditional calculators provide numbers. LoanSight combines calculations, AI-powered guidance, lead generation, and white-label branding.
What makes LoanSight different from consumer mortgage websites?
LoanSight keeps borrowers engaged on your website instead of sending them to third-party platforms.
What mortgage calculators are included?
LoanSight includes affordability, payment, PMI, DTI, refinance, rent-vs-buy, buyer readiness, closing costs, and other mortgage-focused tools.
Are new calculators added regularly?
Yes. The LoanSight calculator library continues to grow as new borrower needs emerge.
Why not just use a free mortgage calculator?
Free calculators often send borrowers away from your website. LoanSight keeps visitors engaged with your brand while generating leads and providing AI-powered guidance.
AI-Powered Guidance
What is AI-Powered Guidance?
AI-Powered Guidance helps borrowers understand what their results mean and identifies potential next steps.
How does AI explain mortgage results?
AI analyzes borrower inputs and provides plain-language explanations of affordability, payments, qualification factors, and opportunities.
Can AI help first-time homebuyers?
Yes. AI can explain mortgage concepts, affordability considerations, and common homebuying questions.
Does AI provide mortgage advice?
No. AI provides educational guidance and explanations but does not replace professional mortgage advice.
Can AI explain PMI, DTI, and affordability?
Yes. LoanSight can explain common mortgage concepts and how they affect a borrower's situation.
How is AI used within LoanSight?
AI is used to generate personalized educational content based on borrower inputs and calculator results.
Lead Generation
How does LoanSight generate leads?
Lead capture forms can be displayed throughout the borrower journey to convert engaged visitors into opportunities.
What information can borrowers submit?
Organizations can collect contact information and other borrower details through configurable lead forms.
How are new leads delivered?
Leads are delivered through email notifications and are available within the LoanSight administration portal.
Are email notifications included?
Yes. LoanSight can notify designated users when new leads are submitted.
Can leads be exported?
Yes. Lead data can be exported through CSV files.
Can multiple team members receive lead notifications?
Yes. Organizations can configure notifications for multiple recipients.
Can I customize lead capture forms?
Yes. Lead forms can be customized to align with your business requirements.
Branding & White-Label
Can I use my own logo?
Yes. LoanSight supports custom logos and branding.
Can I customize colors and fonts?
Yes. Colors, fonts, and visual elements can be configured to match your brand.
Can LoanSight be completely white-labeled?
Yes. LoanSight is designed to provide a seamless branded experience.
Can branches have their own branding?
Yes. Organizations can configure branding for different branches or teams.
Can loan officers have their own calculators?
Yes. Calculators can be deployed for individual loan officers, branches, or enterprise organizations.
Implementation & Embedding
Does LoanSight work with WordPress?
Yes. LoanSight can be embedded into WordPress websites.
Does LoanSight work with custom websites?
Yes. LoanSight works with most modern website platforms.
Does LoanSight work with Kentico?
Yes. LoanSight can be embedded into Kentico-powered websites.
How are calculators installed?
Calculators are typically installed using a simple embed code.
Do I need a developer?
Most organizations can deploy LoanSight without dedicated development resources.
How long does implementation take?
Many organizations can deploy LoanSight in minutes.
Can calculators be embedded on landing pages?
Yes. Calculators can be embedded on landing pages, marketing campaigns, and standard website pages.
Administration & Analytics
Can LoanSight be deployed across multiple branches?
Yes. Enterprise deployments support multiple branches and teams.
Can I manage calculators from a central dashboard?
Yes. Administrators can manage calculators, users, and settings from a centralized interface.
Can I enable or disable calculators individually?
Yes. Administrators have control over calculator availability.
Can I control which calculators are available to users?
Yes. Calculator visibility can be configured based on organizational requirements.
Does LoanSight support role-based access?
Yes. Administrative controls can be assigned based on user roles.
What analytics are available?
LoanSight provides reporting on calculator usage, engagement, and lead activity.
Can I track calculator usage?
Yes. Usage reporting helps organizations understand borrower engagement.
Can I track lead generation performance?
Yes. Lead reporting helps measure conversion and engagement activity.
Can I export reports?
Yes. Reporting data can be exported for analysis.
Security & Compliance
Is borrower information secure?
LoanSight is designed with security best practices to protect borrower information.
Does LoanSight store sensitive borrower information?
Organizations control the information they choose to collect through LoanSight.
Can disclosures be customized?
Yes. Mortgage disclosures and compliance messaging can be customized.
Is LoanSight built for mortgage industry requirements?
Yes. LoanSight is designed specifically for mortgage lending organizations.
Integrations
Does LoanSight integrate with CRMs?
CRM integrations are planned as part of the LoanSight roadmap.
Does LoanSight integrate with LOS platforms?
LOS integrations are planned for future releases.
Are integrations available today?
Today, LoanSight supports lead notifications through email, the administration portal, and CSV exports.
Is Zapier integration planned?
Yes. Zapier is currently planned as the first integration platform.
What integrations are on the roadmap?
Future integrations may include CRM, LOS, and marketing automation platforms.
Pricing & Plans
How much does LoanSight cost?
LoanSight offers customized pricing based on organizational needs, deployment size, and feature requirements.
Is pricing based on the number of users?
Pricing is tailored to each organization and may consider user counts and deployment requirements.
Is pricing based on the number of websites?
Pricing may vary based on the number of websites, brands, or deployments required.
Are enterprise plans available?
Yes. Enterprise options are available for larger organizations.
Can LoanSight be customized for my organization?
Yes. LoanSight can be configured to meet your branding, deployment, and business requirements.
Still Have Questions?
Talk to our team and we'll walk you through how LoanSight can work for your organization.