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BrokerWithEase

Sends secure magic-link forms to clients to collect property details, loan goals, and credit profile before calls, saving time and providing English/Spanish support.

Launch screenshots from Product Hunt, Jun 2026

A customer-experience SaaS that streamlines mortgage calls by sending clients a secure magic-link form to collect basic information before the conversation, saving over 15 minutes per call. It targets solo mortgage brokers and small brokerage teams, offering English and Spanish forms with automatic English summaries. The platform is TILA and RESPA compliant, with bank-grade security, automatic data expiration, and explicit consent, positioning itself as a secure and efficient pre-call data collection tool.

Key features

  • Instant magic links
  • No app downloads or passwords
  • Save 15+ minutes per call
  • English and Spanish forms
  • Automatic English summary
  • Bank-grade security
  • TILA/RESPA compliant
  • Automatic data expiration
  • Explicit consent built-in
  • Unlimited magic link forms
  • 7-day link expiry
  • Contact book
  • Centralized admin billing
  • Shared contact book
Social posts
  • No social media activity within the last 30 days
GTM channels
  • No GTM activity detected
ICP
  • Financial services firms
  • SMB owners
  • Freelancers solopreneurs