Boost Conversions & Profits
Educate borrowers on the financial impact of loan options with a Mortgage Coach Total Cost Analysis, boosting decision confidence, speed and conversion. Schedule a demo of our enterprise edition today or start with a single individual account.
Why Mortgage Coach?
Increased Conversion Rates
- Improves conversions 9% - 10% on average
- Reduces rate shopping
- Speeds time to application
- Decreases deal fallout
Improve Client Retention
- Positions you as a trusted mortgage expert
- Improves borrower experience
- Drives decision confidence through transparency and clarity
Boost profitability
- Compares a broader product mix
- Focuses on dollars vs. rates to reduce price exceptions by 6 - 65 bps
Confidence Is Key
Ditch the Fee Sheets
Standard fee worksheets aren’t an effective tool for Loan Officers. They’re confusing and boring, slowing down the decision-making process and leading to unwanted borrower behaviors like rate shopping.
Clearly Compare Loan Options
A Mortgage Coach Total Cost Analysis (TCA) makes loan options easy for borrowers to understand. Loan Officers who use Mortgage Coach create excitement and dramatically improve their funding conversion rates by helping borrowers understand the differences between available loan options.
Provide Advice, Not Price
Mortgage Coach helps your Loan Officers move beyond the rate, selling with advice not price. It supports a solutions-oriented approach to deliver the best experience.
Here are just a few of the strategies Loan Officers can present to their borrowers.
STRATEGY #1
Show how a Temporary Buydown makes home ownership more affordable in initial years.
Show the difference in initial monthly payment, and leverage the built in amortization schedule to highlight payment changes.
STRATEGY #2
Emphasize the financial consequences of delaying a purchase.
This Cost of Waiting TCA shows the impact of rising home values on interest paid.
STRATEGY #3
Achieve one lower monthly payment, eliminating high-interest debt.
This Debt Consolidation TCA shows your borrower how they can reduce their total monthly debt payments.
Stand Out in the Market
Customize the TCA with your picture, company logo and even personalized video. You’ll distinguish your personal brand in the industry’s competitive market and provide a more valuable, customer-first experience to strengthen client relationships and build referrals.
Become a Mortgage Expert
See how today’s top producers use Mortgage Coach to win in today’s market.
Never Let A Good Crisis Go To Waste — Jeremy Forcier & Dave Savage
The All-In-One Pre-Approval Experience - Gracie Morrow
Using Rent vs Own Analysis To Generate Leads on Social Media — Denise Donoghue
The Impact of Being a Mortgage Advisor
Mortgage Coach drives success for NFM Lending
*The 94 Loan Officers who use Mortgage Coach were 65 bps more profitable than the 319 Loan Officers who do not use Mortgage Coach.
Using Mortgage Coach on mobile?
Our latest version of Mortgage Coach is mobile-responsive, meaning that it looks great when displayed in a mobile browser!
Access to RateWatch®
With RateWatch®, you can always be the expert. Designed by professionals for professionals, RateWatch® is the ultimate MBS monitoring strategy. Access the latest interactive charting technology to ensure clear delivery of up-to-the-minute market movements.
Enterprise vs. Individual
For organizations with 20+ loan officers, we offer a Mortgage Coach Enterprise license. For organizations who need fewer licenses, loan officers may sign up for Individual Licenses. Here is how our Enterprise and Individual licenses compare.
| Product & Fee Templates¹ | ||
| Strategy Templates¹ | ||
| RateWatch | ||
| Number of Users | 20+ | 1 |
| Team Efficiencies | ||
| Auto-generate TCAs from Sales Boomerang Alerts | ||
| Spanish TCA Capability¹ | Fully Configurable | Limited Configurability |
| Compliance Controls | ||
| Standard Integrations² | Limited | |
| Online & In-Person Training | Online Only | |
| Custom In-Product Training & Content | ||
| Lender Custom Branding | ||
| Mortgage Coach API | ||
| Mobile Management Dashboard | ||
| Contact Sales | Start Today |
¹ Individual can be configured per user. Enterprise can be configured at the individual, branch, region and enterprise-wide levels.
² Additional costs may apply for non-standard integrations
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