Mortgage at a Glance

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Mortgage at a Glance
Command Center Platform
🎉 3-Day Free Trial
Your unfair advantage starts today.
Get instant access to the full Command Center — daily planning, KPI tracking, realtor acquisition tools, and everything you need to build a $100M mortgage practice.
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  • ✦ Daily Plan & KPI Dashboard
  • ✦ Weekly Execution System
  • ✦ Realtor Acquisition Tracker
  • ✦ Client Conversion Scripts
  • ✦ Content & Marketing Engine
  • ✦ Mortgage Calculator (built-in)
  • ✦ Personalized to your exact goals
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Command Center

Broker Intake Form

Step 1 of 10
Identity Market Integrations Schedule Scripts KPIs Realtors Relationships Content Review
Section 1 of 10
Identity & Licensing
Your name, credentials, and contact info — this goes into your compliance block and branding throughout the dashboard.
Personal Info
Used in day-to-day display (e.g., "Built for Sarah")
Company / Brokerage
Dashboard Branding
Appears in sidebar header
Used for accents throughout the dashboard
Licensed States
Section 2 of 10
Market & Niche
Define your target markets, loan specialties, and unique value proposition. This shapes your scripts, prospect finder, and content strategy.
Loan Types
Client Niches
Geography & Markets
Unique Value Proposition
This becomes part of your realtor outreach script and content themes.
Section 3 of 10
Systems & Integrations
Connect your LOS, Google Sheets pipeline export, and other tools to make the dashboard work automatically.
Email & Calendar
Used for Gmail/Calendar integration
LOS & Pipeline
📖 How to get your Arive API key
  1. Sign in to Arive at app.arive.com
  2. Click your profile avatar (top-right) → Settings
  3. In the left sidebar, click Developer (or API Access depending on your plan)
  4. Click Generate New API Key — name it "Mortgage at a Glance"
  5. Set scope: Read access to Loans + Borrowers is enough
  6. Copy the key once — it begins with arv_ and is only shown one time
  7. Paste it above. Don't worry if you skip this — you can add it any time in Settings.
Don't see "Developer" in your Arive settings? Your brokerage admin may need to enable API access. Contact Arive support: support@arive.com.
Section 4 of 10
Daily Schedule
Choose which activity blocks you want in your Daily Success Plan. These become your daily checklist in the dashboard.
Schedule Blocks
Non-Negotiables by Day
Section 5 of 10
Voice & Scripts
Define your communication style. This shapes your outreach scripts, realtor pitches, and content tone.
Communication Style
This becomes part of your realtor pitch and prospect scripts
Words & Phrases
Section 6 of 10
KPI Goals
Set your daily, weekly, and monthly production targets. These power the KPI dashboard and scorecard.
Daily Activity Goals
Activity Name Daily Target Points Each
Weekly Goals
Monthly Goals
Section 7 of 10
Realtor Contacts
Add your current and target realtor partners. They'll be imported directly into your Realtor Acquisition tracker.
Realtor List
Section 8 of 10
Key Relationships
Add processors, title reps, financial advisors, mentors, or anyone else in your professional network to track and nurture.
Professional Network
Section 9 of 10
Content Strategy
Define your content pillars, hook bank, and social handles. This populates the Content + Marketing section of your dashboard.
Social Media Handles
Weekly Content Themes (one per line)
Each line maps to a day of the week Mon–Fri
SEO / AEO Topics
Hook Bank
Section 10 of 10
Review & Launch
Review your settings below, then click Generate to build your personalized Mortgage Command Center.
Summary
Loading summary...
Personalizing your dashboard — scripts, articles, and content themes are being generated. This usually takes 60–90 seconds.

Mortgage Command Center

Mortgage6

Pipeline
Daily Plan/KPI Dashboard
Weekly System
Realtor Acquisition
Client Conversion
Relationships
Articles
Content + Marketing
Idea Lab
Front Burner
Calculator
Call Summaries
Settings
Built for Jack — 2026

Daily Plan/KPI Dashboard

Ctrl+K  Command
Loan Pipeline
Loading…
SEO/AEO Article Frameworks
Today's Score
0
👤 Client 1pt
0
0 pts
🤝 Realtor 2pt
0
0 pts
🏡 Group 5pt
0
0 pts
✅ Tasks 3pt
0/11
0 pts
Daily Checklist 0 / 11
Score History
DateScoreTasksClientsRealtorsGroups
Daily Targets
Weekly Rollup
Monthly Targets
The 100 Loan Math
Weekly KPI Targets
Prospect Finder
Generating prospect finder tailored to your markets and niches…
Outreach Tracker
Agent Name Instagram Bases Served Phone Fit Rank Method Status Follow-Up
Outreach Scripts
Client Leads
Name Location Status Price Range Phone Email Notes
Today's Content Kit
Loading…
Generating today's content kit from your profile and the daily market feed…
Weekly Content Schedule
Content Themes Bank
Hook Bank
💡 CAPTURE NEW IDEA
🔥 Front Burner
Who needs your attention right now? Pick from your existing contacts.
👤 Priority Clients
🤝 Priority Realtors
AI-Analyzed
Call & Meeting Summaries
Arive LOS API
📖 How to get your Arive API key
  1. Sign in to Arive at app.arive.com
  2. Click your profile avatar (top-right) → Settings
  3. In the left sidebar, click Developer (or API Access, depending on plan)
  4. Click Generate New API Key — give it a name like "Mortgage at a Glance"
  5. Set scope: Read access to Loans + Borrowers (read-only is enough)
  6. Copy the key once — it begins with arv_ and is only shown one time
  7. Paste it below and click Test Connection
Don't see "Developer" in your Arive settings? Your brokerage admin may need to enable API access for your account. Contact Arive support: support@arive.com.
Stored encrypted in Firestore. Only the secure backend uses it to sync your pipeline. Never sent to other brokers.

About

Mortgage at a Glance — a Claude-powered daily execution system for licensed mortgage brokers.

  • Pipeline — live sync from your Arive LOS
  • Call summaries — paste meeting notes from any source (Granola, Otter, Fireflies, etc.) on the Calls tab; Claude summarizes with takeaways, next actions, and pitch tips in your voice
  • Content + Marketing — daily content kit with fresh posts, hooks, and a realtor talking point, tied to today's market
  • Articles — full ready-to-publish articles (web, LinkedIn, GBP) bespoke to your loan types and markets
  • Prospect finder — a personalized prompt you can paste into Claude to research real estate agents in your specific submarkets
  • Daily Plan / Weekly / KPI / Front Burner / Idea Lab — execution layer for your day-to-day

Your data is encrypted in Firestore and stored to your account. Sign in with Google or Microsoft — we use basic profile only, no access to your email or calendar.

Edit Your Profile

Update your name, scripts, KPI targets, schedule, and market info. Your activity data, points, and history are preserved.

Reset Dashboard

Clear your dashboard and return to the intake form to re-configure from scratch. All data will be lost.

Account

Signed in as

Your data is saved to your account and will be available on any device.