Misely

From Base Model to Race Model—Flexibility for Every Client

Misely empowers you to tailor mortgage presentations to your clients’ needs, whether they prefer a streamlined, high-level approach or an in-depth financial analysis. Like a finely-tuned race car, Misely is designed for speed, professionalism, and client trust.

Base Model: Simplified Speed for Straightforward Clients

For clients looking for a quick, no-frills mortgage option, Misely’s base model delivers a clean, easy-to-understand presentation. It’s mobile-friendly and perfect for clients who need swift decisions without unnecessary complexity.

• Simple, high-level presentation
• Mobile-friendly for fast access

Misely’s base model is all about getting to the point quickly, offering clients a professional solution with minimal friction.

Race Model: Full Throttle Decision-Making and Collaboration

For clients with complex goals, Misely’s race model shifts the focus from mortgage costs to long-term wealth-building strategies. You can guide clients through financial projections, helping them plan for life events like education and retirement.

This comprehensive approach also fosters collaboration with financial planners, who see the value of aligning mortgage decisions with broader financial strategies. Misely enables you to build a referral network with planners who appreciate your ability to look beyond immediate costs.

• Focus on life event and wealth-building strategies
• Collaborate with financial planners for referral growth

With Misely’s race model, you’re not just presenting mortgage options—you’re a strategic advisor, helping clients plan for the future while strengthening referral partnerships.

Choose Your Pace, Win the Race

Whether you’re delivering a simple mortgage solution or an advanced financial plan, Misely gives you the flexibility to meet every client’s needs. It’s your tool for building trust, fostering collaboration, and driving long-term client loyalty.