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As of 2026
Business & Operations
Revenue: $25M-$50M ARR
The interactive borrower education platform that helps loan officers close more deals through advice, not price.
Overview
Mortgage Coach is a specialized financial technology platform designed to transform the mortgage lending process. Its core feature, the 'Total Cost Analysis' (TCA), provides borrowers with clear, visual comparisons of home loan options on any device. By focusing on long-term wealth creation and financial literacy, it enables loan officers to act as trusted advisors rather than simple rate-quoters. In 2022, it merged with Sales Boomerang to form TrustEngine, creating a unified performance platform for the mortgage industry.
Founded year: 1997
Founder: Dave Savage
Team size: 51-200
Popularity: Used by thousands of banks and hundreds of the nation's top-producing loan officers.
HQ: Corona, California, USA
Status: Active
Funding status: Acquired
Revenue source: Subscriptions
Customer type: B2B
Funding: Acquired (Merged into TrustEngine)
Pricing: Subscription
Tech stack: Microsoft ASP.NET, SQL Server, AWS
Platform: Web • iOS • Android
Integrations: Salesforce, Encompass, Optimal Blue, Homebot, Total Expert, Jungo
Founder story
Founded in 1997 by Dave Savage in Irvine, California. Dave, a former top-producing loan officer, realized that borrowers weren't getting the financial education they needed to make the best decisions. He built Mortgage Coach to 'bring advice to life,' scaling it into the industry's most respected borrower education engine.
What it does
- Generates interactive 'Total Cost Analysis' reports comparing different loan scenarios
- Features video narration integration for loan officers to explain reports to borrowers
- Provides real-time updates to loan comparisons as interest rates or terms change
- Includes a mobile-first borrower interface for easy home shopping comparisons
- Automates the identification of 'Coaching Opportunities' based on borrower data signals.
Who it's for
- Loan Officers
- Mortgage Lenders & Banks
- Real Estate Agents
- Independent Mortgage Brokers
Why it works
- Visual Fidelity: Complex mortgage math is converted into easy-to-read charts and graphs
- Confidence: Educated borrowers are significantly more likely to commit to a loan and refer others
- Efficiency: Reduces the 'rate-shopping' dance by demonstrating the long-term cost benefits of specific products
- Integration: Deeply connects with major CRMs and LOS systems to automate report generation.
Growth strategies
- Targeted the top 1% of mortgage producers to establish the platform as a 'high- performance' standard.
- Used a content- led growth strategy, with Dave Savage leading the 'Uncommon LO' coaching community.
- Successfully merged with Sales Boomerang (2022) to combine data- driven alerts with educational tools.
- Leveraged high- profile enterprise partnerships with firms like Keller Mortgage to drive mass adoption.
Alternatives
Comparison overview
- Total Expert: A broad marketing CRM; Mortgage Coach is the superior specialist for *point-of-sale* borrower education.
- Cloudvirga: Focused on the digital application; Mortgage Coach is the specialist for the *advisory* and conversion phase.
- Mortgage Coach is the undisputed gold standard for loan officers who want to build a referral-based business.