Overview
Deal Details is a cloud-based web application, meaning nothing is installed on your local computer. This gives you and your clients the flexibility to log in from any device with a web browser and internet access. Whether you're at a client's kitchen table, working from a coffee shop, or traveling, your entire mortgage practice stays accessible.
Before You Start
Requirement | Details |
Internet connection | Any Wi-Fi or cellular data connection |
Web browser | Chrome, Safari, Firefox, or Edge (any modern browser) |
Account credentials | Your Deal Details username and password |
Step-by-Step: Logging In from Any Device
1. Open a Web Browser
Use any device with internet access (laptop, tablet, smartphone, borrowed computer)
Launch your preferred web browser
2. Navigate to the Login Page
What to Type | Result |
app.dealdetails.com | Takes you directly to the Deal Details login screen |
⚠️ Important: Always type the URL directly or use a saved bookmark. Avoid clicking links from unknown emails to protect your account security.
3. Enter Your Credentials
Input your registered email address
Enter your password
Click Login
Use Cases for Mobile Access
For Loan Officers
Scenario | Benefit |
Client meeting away from office | Pull up deal scenarios in real-time |
Traveling for work | Manage your pipeline from anywhere |
Using a shared or borrowed computer | No software installation needed |
For Your Clients
Scenario | Benefit |
Reviewing loan options at home | Access shared scenarios anytime |
Showing a spouse or co-borrower | Log in from any household device |
Checking details while traveling | View their information globally |
Finishing Up
1. Log Out When Using Shared Devices
Click your profile or account menu
Select Log Out before leaving the browser
2. Clear Browser Data (Optional)
On public or borrowed computers, clear browsing history after your session
Quick Reference
Open browser → Go to app.dealdetails.com → Enter credentials → Access your mortgage practice
Tips for Success
Bookmark the login page on devices you use frequently for faster access
Use a password manager to securely store your credentials across devices
Share the URL with clients who have accounts so they can access their shared scenarios independently
Test on mobile before client meetings to ensure you're comfortable with the interface on smaller screens
Related Topics
Setting Up Your Deal Details Account
Sharing Scenarios with Clients
Managing Your Account Security Settings
Mobile-Optimized Features in Deal Details