For the pre-approval meeting

Sit down. Win the borrower.

The consult that makes a first-time buyer relax, and the one place they and their agent check from pre-approval to the closing table.

For iPad and Mac
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A sunlit kitchen table in a newly bought home on its first morning: two white coffee cups and a single brass house key on pale oak, white cabinets behind and a window ledge of potted plants.
The Birch Court purchase — Classic, built in PitchBoards.

Classic

Built in PitchBoards

The Birch Court purchase

3 boards for one loan, made in the same app you would use — every name and figure on them is sample content. Present them on the iPad at the pre-approval meeting. Afterward, the borrower has it all in one place.

Open the live board (opens in a new tab)
Real estate first, mortgage brokers and loan officers next. PitchBoards was built for real estate, and that is where it is most worn in. The app, the sharing and the branding are identical for mortgage brokers and loan officers — what is still being shaped is the starting content for your trade. Early users get that shaped around how they actually pitch.

For the first-time buyer

Every step from pre-approval to keys.

Programs, what to gather, closing costs, the timeline and a payment calculator you add as an AI widget and fill in together. One board holds all of it, and the borrower opens the part they are nervous about first.

The Birch Court purchase pre-approval presentation on a PitchBoards canvas: a sunlit entry hall with a walnut console and a brass key behind the title Your path to the keys, three figures for steps to closing, loan programs and loan officer, a row of photo tiles for about me, pre-approval, programs, calculator, what to gather, closing costs, your team, timeline and next step, and a footer with the loan officer’s sample NMLS line and an equal-housing statement.

For the agents you want to work with

The partner pitch, on one page.

How you work with agents, where their buyer stands at every milestone, the seminars you host together and the sign-ins you capture at them. Present it at their sales meeting, and leave it with them.

An agent partner pitch for Brightline Realty: the headline Your buyers, closed on time beside a photograph of an empty meeting room, and eight numbered photo tiles for how I work with agents, your buyer’s path, pre-approval letters, seminars we co-host, open house support, loan programs, recent closings and contact.

For the whole brokerage

Every borrower sees the same brokerage.

Your mark, your colors, your typefaces, and your NMLS and equal-housing footer, identical on the buyer presentation, the partner pitch and the annual review, whichever loan officer built them.

Three Larkfield Home Loans boards in a grid — the Birch Court pre-approval presentation, the agent partner pitch and the annual mortgage review — sharing one wordmark and one footer, beside a photograph of a sunlit kitchen table with two coffee cups and a house key.

Win the next pre-approval.

  1. Recommended

    Get the app

    PitchBoards for iPad and Mac. Start free inside the app.

    For iPad and Mac

  2. Start in your browser

    Type your website. We build your first board in your brand, and you see it before you sign up for anything.

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  3. Not sure yet?

    See it before you decide.

    See a real one (opens in a new tab)

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