Mortgage Coach and SocialSurvey Partner to Improve Borrower Experience and Drive Increased Revenues for Lenders

Christine Press Release

Mortgage Coach, the borrower conversion platform for the mortgage industry, completed an integration with SocialSurvey to bring the trust established with reputation managements and the commitment created with accurate loan advice together. The partnership benefit created by Mortgage Coach and SocialSurvey offers an instant view of a lending professional’s most recent positive review within every Mortgage Coach Total Cost Analysis (TCA) and a link to more reviews; without leaving the TCA.


“Studies have shown that 88% of consumers trust online reviews as much as they trust recommendations from friends and family. Integrating LO reviews into the Mortgage Coach TCA delivers a better borrower experience to build trust to move forward in the transaction faster and increases immediate borrower referrals,” said Scott Harris, CEO of SocialSurvey.

Delivered digitally to a mobile device or accessible on the Web, borrowers receive a Total Cost Analsyis with simple graphs and personalized video narration, along with short and long term financial details on multiple loan options supporting the homebuyer’s specific goals. Now, in a single user experience, the borrower can view not only pertinent financial advice but also social proof of the integrity, quality, and customer satisfaction rating from previous homebuyers who have worked with the Loan Originator.

“By having SocialSurvey results embedded directly in the TCA experience, no one will need to search for reviews to benefit from them anymore. Every TCA presenation will include client reviews, combined with tailored loan options, measurably helping a Mortgage Coach powered professional to convert more loans, more often,”said Joe Puthur, President of Mortgage Coach.

This year SocialSurvey released their Top Performers, 250 of the best mortgage professionals based upon Customer Satisfaction. Seventy-two of these best rated producers nationally already use the Mortgage Coach Total Cost Analysis to help borrowers make a more confident decision.

“All consumer demographics, not just millennials, depend on online reviews to make major purchases. By presenting clear, compliant mortgage options together with actual reviews from local borrowers, these professionals are meeting customer demands proactively,” observed Kristin Messerli, founder of Cultural Outreach, a firm dedicated to helping lenders reach all prospective borrowers to increase sustainable homeownership. “Based on expected buyer behavior, it is no surprise so many SocialSurvey Top Reviewed Performers provide advice with Mortgage Coach.”

Scott Harris adds, “We recognize Mortgage Coach clients as the top professionals in the business. Our philosophy has always been reviews collected by Loan Originators should be shared in as many relevant places as possible. A lender using SocialSurvey and Mortgage Coach does not have to do anything to take advantage of the added value. It just works.”

The Mortgage Coach SocialSurvey integration is available now, putting the power of your reputation and advice in the hands of every borrower. Visit Mortgage Coach at to learn how the integration can help you improve borrower conversion and increase revenue by better promoting your personal brand and reputation.

About Mortgage Coach
The Mortgage Coach suite of enterprise online and mobile applications enhance the conversation between the borrower, mortgage professional, and Realtor, enabling a confident mortgage decision. Thousands of banks and lenders rely on Mortgage Coach to turn borrower education into a competitive advantage. With Mortgage Coach technology, financial and real estate professionals provide clearly illustrated mortgage options with detailed financials, charts, video narration, and live updates on any device, ensuring an informed home loan choice. Learn more about how to add the power of Mortgage Coach to your lending platform by visiting or contacting

About SocialSurvey
SocialSurvey helps companies create WOW by measuring customer, referral partner and employee sentiment through automated workflows. SocialSurvey turns the true voice of the customer into a lender’s #1 ROI tool. This translates into process improvement, social sharing, third-party reviews, automated complaint resolution, new business creation and recruiting success. SocialSurvey is now available for lenders, real estate companies, insurance agencies, and auto dealers. Visit to learn more and request a demo.