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The interactive borrower education platform that helps loan officers close more deals through advice, not price.
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.
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.
Category: Business & Operations
Team Size: 51-200
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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 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.