Confer white logo - Confer Inc.
Experience unparalleled customer satisfaction and streamlined operations.

Unlock superior efficiency in your mortgage lending with our user-friendly, cloud-first fintech solutions.

Discover the power of our innovative, bespoke software. Explore our cutting-edge solutions today.

Main hero section min
up

Improved Customer Experience

Personalize the CX

Deliver a personalized customer experience with offers and recommendations tailored to each borrower's unique financial situation.

Empower your employees

Equip your team with AI tools that encapsulate the knowledge of your best salespeople, enhancing their ability to serve customers effectively.

Use Tech to Impress

Harness the power of AI and machine learning to deliver exceptional customer experiences. Our technology enables your team to provide standout service that sets your business apart.

Manage Your Mortgage Toolkit with Confer

Technology solutions, built by industry leaders with decades of mortgage finance expertise, deliver:

  • Outstanding Experiences: We ensure superior customer, vendor, and employee experiences.

  • Speed to Market: In this fast-paced industry, we help you maintain an edge with rapid deployment of solutions.

Discover the versatility of our toolkit, designed to offer comprehensive solutions for your mortgage needs.

Competitive Offers Matching Tool

Our Competitive Offers Matching Tool utilizes AI to analyze your current mortgage products and programs, identifying options that can outperform competitors’ offerings. Users can upload or take a picture of a Loan Estimate from a competitor. The AI will then find product and program combinations from the user’s offerings that can outperform the competitor’s offer.

Recommendations Tool

Our Recommendations tool provides personalized loan suggestions based on each customer’s unique financial situation. It compares different product types and programs to find financially beneficial products.

Refinance Calculator

Our Refinance Calculator tool provides a straightforward way for users to explore their best refinancing options. Users can connect their financial accounts or upload a mortgage statement, and the tool will extract the relevant information and provide the optimal refinancing solutions.

Affordability Calculator

Our Affordability Calculator tool helps customers determine their ideal price range and home loan options. It calculates potential monthly payments based on income, current rates, and credit policy.

(DAPs) Calculator

Our DAP Finder tool simplifies finding and applying for Down Payment Assistance. These programs, funded by local and federal agencies, can make homeownership more affordable. The tool does the heavy lifting by searching through the internet and reliable local agency publications to find Down Payment Assistance programs that the user might qualify for.

Home Equity Line of Credit Payment Calculator

Our Home Equity LoC Payment Calculator tool provides estimated monthly payments and rates for home equity lines of credit, home equity loans, or fixed-rate advances, helping users choose the best option for their needs.

Competitive Offers Matching Tool

Competitive Offers
Matching Tool

Leverage AI to pinpoint mortgage products and programs within your suite that can outperform competitor’s offers. This tool helps institutionalize the insights and skills of your top salespeople.

Upload or take a picture of the Loan Estimate from a competitor and let our AI find mortgage product & program combinations from your offerings that will beat the competitor’s offer. We help borrowers compare up to three scenarios side-by-side to understand why your offer is the best offer.

See how our tool can revolutionize your mortgage process – request a demo today.

Recommendations Tool

We all know that buying a house is one of the biggest financial transactions of one’s life.

The good news: Our Recommendations Tool provides personalized loan suggestions based on each customer’s unique financial scenario, offering valuable insights and actionable strategies that could save them thousands.
Our tool allows customers to compare various product types such as Conf (Conforming), NonConf (Non-Conforming), HiBal (High Balance), and different MI types, including SPBMI (Single Premium Borrower-Paid Mortgage Insurance), LPMI (Lender-Paid Mortgage Insurance), FHA (Federal Housing Administration), and more. This comprehensive comparison provides a deeper understanding of the available options and helps identify the most beneficial ones.

See how our tool can revolutionize your mortgage process – request a demo today.

Mortgage Products Recommendation Tool
Refinance Calculator Tool

Refinance Calculator

Whether you’re looking to consolidate debt, make home improvements, or access home equity for other purposes, our Refinance Calculator can help you find the best product for your needs.

Our Refinance Calculator offers a straightforward way to explore your best options. Simply connect your financial account or upload a mortgage statement—our tool will extract the relevant information and provide you with the optimal refinancing solutions.

Affordability Calculator

Buying a house is a significant expense, especially with fluctuating rates. Our tools can help potential homeowners determine how much they can afford.

Our Affordability Calculator helps customers determine their ideal price range and home loan options. It calculates potential monthly payments based on income, current rates, and credit policy, providing a clear picture of what they can afford.

Affordability Calculator
Down Payment Assistance Calculator Finder

Down Payment Assistance Programs (DAPs) Calculator

Wouldn’t it be great to have a helping hand with such a significant purchase?

Our Down Payment Assistance (DAP) Calculator simplifies finding and applying for such assistance. These programs, funded by local and federal agencies, can make homeownership more affordable. The good news is that we do the heavy lifting for you. We scour the internet and reliable local agency publications to find Down Payment Assistance programs for which you might qualify.

Home Equity Line of Credit Payment Calculator

Use our tool to find out whether a Home Equity Line of Credit (HELOC) is a more advantageous option compared to a Cash-Out Refinance.

Use our HELOC Calculator to get estimated monthly payments and rates for home equity lines of credit, home equity loans, or fixed-rate advances, helping you to choose the best option for your needs.

Ready to revolutionize your mortgage process with our innovative tools? Request a demo today and experience first-hand how Confer can enhance your operations and customer satisfaction.

Home Equity Line of Credit Payment Calculator