Mortgage Coach Individual & Small Team Edition

Reduce rate shopping and grow your business through referrals.

Your borrower doesn’t want a mortgage; your borrower wants a home. The Mortgage Coach Total Cost Analysis (TCA) provides the digital, educational experience consumers want—and expect—when choosing a mortgage. Become a trusted advisor by helping your clients make smarter decisions faster.

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We Engage Your Prospects

Present unique refi scenarios alongside sell and buy examples and other options to ensure all possible solutions are examined before the optimal decision is made.

We Connect With Your Tech Stack

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.

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Become a mortgage expert.
Learn how to use a TCA effectively each time.

Our intuitive Advice Engine platform steps you through how to create a TCA, guiding you to the best loan options to share with your clients. Rest assured implementation is fast and seamless, and we provide training and guidance along the way to ensure you’re able to use the platform effectively.

Live highlighting

Highlight key info when presenting to a client for an immersive digital experience.

Real-time alerts

Get notified with real-time updates that keep everyone on the same page.

Easy and seamless video creation

Create and add a video explaining the TCA to your client, all in the same platform.

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Built-in features to drive adoption and profit

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Convert more profitable loans by minimizing the impact of rate fluctuations with a broader product mix

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Increase lead to loan conversion by responding to questions faster and removing compliance risk

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Improve profit margins by reducing rate shopping and price exceptions

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Strengthen client retention by building borrower trust with branded, interactive digital presentations

What’s the optimal solution for you?

Need integrations to a Loan Origination System, Product & Pricing Engine, or CRM? Need Team Access or Custom Templates? The Enterprise Edition may be a better solution for you.

Enterprise vs. Individual

For organizations with 20+ loan officers, we offer a Mortgage Coach Enterprise license. For organizations who need fewer license, loan officers may sign up for Individual Licenses.

Here is how our Enterprise and Individual licenses compare.

Features Enterprise
Product & Fee Templates¹
Strategy Templates¹
RateWatch
Number of Users 20+ 1
Team Access
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

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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