Turn mortgage calculations
into informed lending conversations.
Embed a branded mortgage calculator and affordability modeler on your site — locked to your domains, showing the rates you set. Visitors get real answers; your lending team receives complete, opt-in scenarios and can send back a tailored proposal.
Two sides of the same widget
Your visitors get a calculator that feels like yours. You get to see the moment one of them is ready to talk.
What your visitor sees
Actual product screenshot — your colors, your rate, no login, nothing to install.
What you see
Illustration of the lead inbox — every lead arrives in your portal with the full scenario attached.
They stay on your site
Visitors get real answers on your pages instead of drifting to a national rate site — with your rates and your name on every number.
You get a lead, not a pageview
A saved scenario arrives with contact details, recorded consent, and the exact numbers they were modeling. Your loan officer starts the call already informed.
The conversation starts from trust
Every follow-up builds on figures the visitor produced themselves — not a cold quote they have no reason to believe.
From calculator to closed loan
Most calculators end at a monthly payment. This one starts a conversation between your members and your lending team.
They build their scenario
A visitor models their purchase in your calculator — price, down payment, extra payments — and chooses to save it, with a recorded consent statement.
Your loan officer gets the lead
The lead lands in your portal and your inbox with the complete scenario attached — not just a name and number, but exactly what they were planning.
Send an illustrative scenario
Your LO adjusts the assumptions and sends a proposal link for the member to explore. Read receipts show the moment it's opened.
One closed loan pays for years of the widget. Lead capture is included with Growth — and in every 14-day trial.
Built for embedding from the ground up
This isn't a consumer app bolted onto an iframe. Configure it once in our self-serve portal and manage everything from there.
The Whole Picture, Not Just a Payment
Amortization schedules, equity milestones, extra payment impact, ARM comparisons, and what-if scenarios. Plus an affordability calculator with conservative, traditional, and maximum price ranges. Your visitors get a real decision tool.
One Snippet, Any Page
Copy an embed code from your portal and hand it to your web team. No SDK, no professional-services engagement, no custom implementation project. It sizes itself and works wherever you put it.
Your Brand in SecondsGrowth+
Enter your URL and the widget pulls your brand colors, fonts, and logo automatically. Fine-tune anything in the portal — every plan gets full control of colors, layout, and cards.
Rates You Control
Set the default rate visitors see in the widget, or pass one in per page — you decide what shows, and it never pulls a surprise number from an outside feed.
Know What's WorkingGrowth+
A usage dashboard shows sessions and calculations per calculator — anonymous by design, so you see engagement without collecting visitor data.
White-Label & GovernanceInstitution
Remove our name entirely, run unlimited domains and branches, attach custom disclosures, and get direct support for your security questionnaire.
Also included: responsive layouts for sidebars, landing pages, and full-width sections (light mode, dark mode, custom colors) — and Search-Ready Pages, SEO-tuned content for your calculator page (a $49 one-time add-on on Starter, included with Growth and above).
Straight from the product
Actual screenshots, not mockups. Every card is optional and brandable — turn on exactly the depth your visitors need.
Their numbers stay in their browser — until they choose to share them
Your members trust you with their finances. We built the widget so that trust never has to extend to us: the product is data-minimal by architecture, not by policy.
Inputs stay in the browser by default
Loan amounts, incomes, and payments are computed client-side. No passive server-side copy of calculator inputs exists — numbers reach your team only when a visitor submits them.
Analytics without surveillance
Usage events carry no personal identifiers and no financial inputs — just "a session happened, a calculation ran." We don't retain IP addresses in widget analytics or associate them with calculator activity.
Sharing is the visitor's choice
Contact details and a scenario are stored only when a visitor explicitly submits the save form — with the consent statement recorded alongside.
Built for your IT security review.
Your visitors trust you with major financial decisions. Every embed tenant gets isolated, server-enforced controls — not client-side checks that anyone can bypass.
- Domain-locked — the widget only loads on your approved domains, enforced server-side on every request
- Isolated tenants — cross-tenant access is denied at the database layer, independent of the application
- Rotatable credentials — rotate a compromised token instantly from your portal
- Disclosure controls — attach institution-approved disclaimer text to every embed automatically (Growth and above)
- Data-minimal by design — calculator inputs stay in the visitor's browser unless they choose to send their scenario to your team
- Security review available — we'll walk your IT team through the architecture and answer their questionnaire
Flat pricing, no surprises
No per-user fees, no metered billing. Pick a plan, embed the widget, and your price stays the same whether you get 100 visits or 100,000.
Starter
Solo brokers, loan officers, realtor teams
or $1,149/yr
The mortgage modeler in your colors, on your site, in minutes.
- Mortgage modeler with all interactive modules
- Custom colors, fonts, cards & layout (Iota Home mark remains on the widget)
- You set the default rate shown in your embed (national-average reference available in the portal)
- Search-Ready Pages (add-on, $49 one-time)
- 1 allowed domain
- Email support
Growth
Credit unions, community banks, brokerages
or $3,499/yr
Your logo, automatic brand detection, and the full lead workflow.
- Everything in Starter
- Affordability calculator included
- Lead capture — visitors save their scenario, your loan officers get it as a workable lead
- Scenario proposal links — adjust a lead's numbers and send back a better offer
- Your logo in the widget
- Automatic brand extraction — colors, fonts & logo from your URL
- Search-Ready Pages included
- Disclosure controls — your approved disclaimer on every embed
- Usage analytics dashboard
- Priority support
- Up to 3 domains
Institution
Regional banks, multi-brand lenders, white-label
Tailored to your organization
Complete white-label and governance for your organization.
- Everything in Growth
- Full white-label (remove Iota branding entirely)
- Unlimited domains & branches
- Custom disclosures attached to every embed
- Security questionnaire support
- Guided onboarding (SLA available by agreement)
- Custom integrations evaluated separately
Every plan starts with a 14-day free trial of Growth features. No credit card required.
Enterprise or custom deployment? Let's talk.
Common questions
Who owns the leads my widget captures?
You do. When a visitor submits a scenario through your widget, we store and deliver that lead as your data processor — it is never used by us, shared with other institutions, or resold. The roles and terms are spelled out in our Data Processing Addendum.
Can I export my leads?
Yes — one-click CSV export from your portal lead inbox, any time. You can also connect a webhook so every new lead is delivered straight into your own CRM or LOS the moment it arrives.
What happens to my embed if I cancel?
There's no long-term contract — cancel from the billing portal and your widget keeps serving through the end of the period you've paid for, then stops loading. Export your leads before you go, or ask us for a final export; on request we delete your tenant and everything stored with it.
How long do you keep lead data?
Until you delete it — individual leads can be removed from your portal at any time, and deleting your tenant removes all of them. Saved-scenario links expire automatically after one year, and if a visitor sends us a deletion request directly, we forward it to you and remove our processor copy.
Security or procurement questions? See the security overview or book a walkthrough.
See it on your site this week
Start a free trial in the self-serve portal, or drop us a line for a guided walkthrough and security review. We typically respond within one business day.