Built for Mortgage Professionals, Rooted in Real Industry Experience
Stay Present Through the Life of the Home
Jack's View helps your brand remain organically woven into the homeowner experience through the natural day-to-day care, management, and evolution of the home.
Set up in minutes · $99/yr with 5 gifts included
· Additional gifts just $25 each
The Loan Closes, But Homeownership Is Just Beginning
As communication fades over time, so do many lender relationships. Jack's View helps professionals remain naturally present without feeling intrusive, simply through the everyday responsibilities of homeownership.
Visibility Ends the Moment Closing Does
Once the transaction is complete, most mortgage professionals disappear from the homeowner's daily world.
Generic Follow-Up No Longer Works
Today's homeowners ignore templated emails and automated check-ins that provide little real value or relevance.
Homeownership Begins Where Most Communication Ends
After closing, homeowners are often left without meaningful ongoing engagement or long-term support.
Be the First Call When the Next Move Happens
When homeowners are ready to refinance, upgrade, or purchase again, the professionals who stayed present are the ones they remember first.
A Closing Experience That Continues Long After Funding
Jack's View transforms the closing experience into a lasting point of connection homeowners continue returning to as life unfolds inside the home.
Beyond Clear to Close
Jack's View helps homeowners organize the documents, information, and responsibilities that continue long after the loan funds.
Meet Jack
Jack is an AI that learns your client's home — reading their documents, tracking their systems, and helping them stay ahead of maintenance, organization, and important decisions over time.
Your Home Team
Extend the value beyond the mortgage by connecting clients with professionals you know and trust who help support the ongoing care, maintenance, and realities of owning a home.
What this means for your book
You stay visible — because you're built into their home
Your name, NMLS ID, and contact live in their dashboard. Every time they check on their home, they see you.
Refi recapture — without the cold-call scramble
When rates move, your borrower already knows you're their lender. No re-introduction, no lost lead.
Strengthen realtor partnerships
Show up with a closing gift the agent can brag about. The realtors you work with start asking to be on more of your loans.
Differentiation that doesn't fade
Every LO sends a thank-you card. Almost none send something their borrower will use next month, next year, and the year after that.
A premium closing experience — that reflects how you do business
You invested in their home purchase. Jack's View shows you also invested in their success as homeowners.
Here's what your borrower walks away with
Not a one-time gesture — a complete home care system they'll use for years.
Every loan document, organized before they unpack
Loan estimate, closing disclosure, note, deed of trust — filed and searchable from the moment they get the keys.
An AI that knows their home and their loan
Jack reads their closing package, tracks their amortization, and helps them make confident decisions about their home and their loan.
Your trusted partners, one tap away
Realtors, title companies, inspectors, plumbers — anyone you've vetted, right there when they're needed.
Value that grows over time
Every receipt, every service call, every project — Jack's View becomes more useful the longer they own their home.
Simple to send. Impossible to forget.
Set up your profile
Add your business card, marketing materials, a welcome video, and your trusted partners — once.
Drop the closing file
Upload your closing package. Jack pulls out the borrower, address, and loan basics — no manual entry.
Personalize and send
Add a note for this borrower, swap in a personal video if you want, and hit send.
Stay connected
Your name and partners live in their dashboard. You're always one tap away.
Not your typical post-close outreach
Mailers & Drip Emails
Jack's View
How long it lasts
Until the trash can
Years
How often they engage
Almost never
Every month
Personalization
Their first name
Their actual home
Keeps you visible
For a few seconds
Every time they open it
Helps when rates drop
Cold call
They already know you
Strengthens realtor partnerships
No
Yes
Helps them as homeowners
No
From day one
Common questions
Will my borrowers actually use this?
Yes — because it's not a novelty, it's a utility. Jack's View helps them find their loan documents, track their home, and know who to call when something breaks. It solves real problems from day one, so they keep coming back.
Is this complicated to set up?
Not at all. Set up your profile once — business card, marketing materials, welcome video, trusted partners. Then sending a gift is as simple as dropping in your closing package and hitting send.
How does this work with RESPA / compliance?
Jack's View is a closing-day gift to the borrower — a homeowner tool with your branded attribution. It's not financial advice and doesn't include rate offers, refi pitches, or anything that triggers compliance review. Your NMLS ID is displayed prominently on every gift surface, satisfying SAFE Act disclosure.
Do I need to share borrower data with you?
No. You upload the closing documents you'd already share with the borrower. Jack's View reads them to pre-fill the gift, then the borrower controls their own account from there. You don't get access to their home data afterward.
Can I include my realtor partners?
Yes. Add the realtors and other partners you trust — title companies, inspectors, plumbers — to your trusted-partner list. They show up in your borrower's home dashboard alongside your contact info.
What does it cost?
Plans start at $99 per year and include 5 gifts. Additional gifts are just $25 each. Each gift gives your borrower a full year of Jack's View — organized documents, home care guidance, and your trusted providers. It's a fraction of what most lenders spend on traditional closing gifts, and it works harder for your business.
Can my whole team use this?
Yes. You can invite loan officers to your lending company account, manage gifts at the team level, and see activity across the team.
What happens after the borrower activates their gift?
They get full access to Jack's View for their home — documents, guidance, partners, and more. Your name and contact info stay visible in their dashboard, and you'll be notified when they activate.
Be part of their story.
Stay connected long after the loan closes.
Your account takes a minute. Your first gift could go out today.
$99/yr with 5 gifts included · Additional gifts $25 each · No contracts