OFM
Optimum First Mortgage

LO Toolkit Hub

Internal · v2.2
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made by sunny, the marketing guy
OFM
Optimum First Mortgage

LO Toolkit Hub

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Tools
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6 live · 1 in build · —
01 · Scenarios 🧭

QuotePilot

Side-by-side quote comparisons, borrower-ready PDFs, and email-ready savings summaries. Show the math. Close the loan.

quotepilot-326.netlify.app Open
02 · Knowledge 🧠

OFM Brain

Guideline lookup, IT answers, and staff directory in one searchable place. Works on desktop and phone. Try this before you Ask Brit.

ofm-brain.netlify.app Open
03 · Buydown 📉

FirstRate

Build a 1-0 / 2-1 / 3-2-1 buydown scenario, then send a plain-English borrower email plus branded illustration PDF, all before closing day. Pitch the buydown before closing day blindsides anyone.

ofm-firstrate.netlify.app Open
04 · Pre-approval 🏠

BuyMax

Max home price or monthly payment a borrower can afford, with a branded PDF. Answer the “what can I afford” text in 30 seconds flat.

buymax-calculator.netlify.app Open
05 · Refi Legacy ⚖️

Refi Rolldown

Pitch a refi with current-vs-new math plus the "same payment, shorter term" rolldown. Borrower PDF + email. Older UI. Math still solid.

ofm-mortgage-refi-payoff-calculator.netlify.app Open
06 · Transitions ✉️

HandoffMail

Generate a LeadMailbox CSV or Outlook .eml bundle for book-of-business handoffs. 200 borrower emails, drafted in minutes.

handoffmail.netlify.app Open
07 · Training 🎓

Training Day

Submit raw materials (videos, decks, screenshots, audio) and get back a polished training package. AI processes, Sunny builds, the team gets a training library. Train once, link forever.

ofm-training-day.netlify.app/new Open
08 · Underwriting 🟢

GreenLight

Two-sided underwriting tool. LOs run Pre-Check and message UW. Underwriters work Pipeline, Risk Scorecard, and Conditions. Real-time updates across both sides. Two sides. One screen. Same loan.

ofm-greenlight.pages.dev Open
09 · Presentation 🎯

PitchPilot

Client-ready loan presentation: monthly total, closing costs, loan details, rent-vs-own. Borrower PDF in one click. Show the deal. Hand the borrower the deck.

Sunny's on it
10 · Headshots 📸

First Sight

Schedule a headshot session with Sunny and receive your final shots in your private hub. AI headshot generator coming soon. Book it. Receive it. Done.

optimum-first-sight.pages.dev Open
11 · Authorization 🔐

AuthPath

One-click borrower authorization for credit pulls and payment handoffs. Kill the "can you forward me that form?" text chain.

Sunny's on it
Request / build Have an idea or need a fix? Email me at sbibra@optimumfirst.com — happy to build it.
OLO Toolkit Hub v2.2
made by sunny, the marketing guy

System status

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Staff directory

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What's new

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Tool guide

What each tool does · when to use it · what you'll need
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