TrustEngine
Mortgage Coach NextGen by TrustEngine delivers the most intuitive and scalable way for lenders and loan officers to identify borrower needs, engage customers earlier, and create visual Homeowner Strategies that transform borrowers into lifelong clients.
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Mortgage Coach NextGen is redefining what modern mortgage coaching can be. Rooted in a legacy of industry-leading borrower education and mortgage presentations, our mission is to equip mortgage professionals with the tools they need to deliver world-class advice and elevate the customer experience. We offer flexible solutions for individual loan officers, small branches, and large enterprises.
At the core of Mortgage Coach NextGen are Homeowner Strategies – dynamic, visual presentations that help borrowers understand their options, evaluate trade-offs, and choose the best path forward. These strategies replace traditional fee sheets with a more empowering, goal-oriented experience that builds trust and reduces rate-shopping behavior. Loan officers can create these strategies in minutes, whether they’re at their desk, in the field, or between appointments.
Mortgage Coach NextGen takes the guesswork out of which contacts in your database you need to engage and how to do so meaningfully. Non-credit opportunities are surfaced to help loan officers reach customers long before they consider applying elsewhere.
Our new mortgage-trained AI takes coaching even further. Borrowers receive instant answers to their "what if" questions through a built-in chat experience, while loan officers benefit from AI-powered summaries and more time to focus on delivering the high-value coaching that only they can provide.
Mortgage Coach NextGen by TrustEngine provides the complete solution – more conversions, higher trust, stronger relationships, and a coaching experience that leaves competitors behind.
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Highlights
Mortgage Coach Highlights:
- Coach Anytime, Anywhere: Our new mobile app lets you identify opportunities among your target customers and create powerful presentations on the go. Send coaching experiences at scale, with just a few taps on the screen.
- Smarter Opportunities: Know exactly who to engage and when, with unmatched context. Identify non-credit opportunities to engage borrowers before they apply elsewhere.
- Homeowner Strategies: Replace confusing fee sheets with dynamic, goal-oriented Homeowner Strategy presentations that can be created in around 60 seconds.
- AI-Powered Assistant: Borrower-facing AI chat feature makes Homeowner Strategies even easier to understand by answering borrower questions 24/7.
Trusted Across the Industry:
- On average, loan officers report a 49% productivity boost due to Mortgage Coach.
- 80% of the Top 25 retail lenders of 2024 were Mortgage Coach customers.
- 97% of users agree Mortgage Coach makes engaging customers easier.
- 95% of users feel Mortgage Coach gives them a competitive edge.
Details
Vendor Category
AI Tools and Robotic Process Automation (RPA)
Pricing Model
Subscription-Based Pricing
Works well with
One Diligence LLC
Blue Water Financial Technologies
Overview
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Interested in learning how this solution can transform your mortgage business? Request more details to discover how it can streamline operations, improve efficiency, and integrate seamlessly with your existing workflow.
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Product comparison
TrustEngine
One Diligence LLC
Blue Water Financial Technologies
Overview
Mortgage Coach NextGen by TrustEngine delivers the most intuitive and scalable way for lenders and loan officers to identify borrower needs, engage customers earlier, and create visual Homeowner Strategies that transform borrowers into lifelong clients.
Rated TPR AI-based company, SaaS Application, QA/QC AI Applications, Full AI credit and compliance, Doc-to-Data, HMDA Reviews, On boarding QC, Post-close QC, Pre-close QC, Claim 22 Assignment QC, FHA Income Recon, Chain of Assignment Reviews, Modification extraction, Curative automation
The Leader on Customized Doc-to-Data Solutions. Let software surface the problems so your team can solve them.
Highlights
Mortgage Coach Highlights:
- Coach Anytime, Anywhere: Our new mobile app lets you identify opportunities among your target customers and create powerful presentations on the go. Send coaching experiences at scale, with just a few taps on the screen.
- Smarter Opportunities: Know exactly who to engage and when, with unmatched context. Identify non-credit opportunities to engage borrowers before they apply elsewhere.
- Homeowner Strategies: Replace confusing fee sheets with dynamic, goal-oriented Homeowner Strategy presentations that can be created in around 60 seconds.
- AI-Powered Assistant: Borrower-facing AI chat feature makes Homeowner Strategies even easier to understand by answering borrower questions 24/7.
Trusted Across the Industry:
- On average, loan officers report a 49% productivity boost due to Mortgage Coach.
- 80% of the Top 25 retail lenders of 2024 were Mortgage Coach customers.
- 97% of users agree Mortgage Coach makes engaging customers easier.
- 95% of users feel Mortgage Coach gives them a competitive edge.
- 14 AI technologies multiplex for most accurate extraction
- No human and no halucination approach using a Patented Approach
- 1-week to build a custom POC application in mortgage applications
- Full Platform with pretrained 2500 document types
- Version control for important documents
- Major Servicer documents pretrained models
V.A.U.L.T.: Verified Asset & Universal Loan Transfer
SuperTransfer®: All-digital mortgage asset transfer. Review, remediate, and transfer — end to end.
Valuation Services: Monitor your mortgage asset portfolio. Bottom-up rigorous modeling and valuation.
Ad Hoc Bid Advisory: Third-party portfolio valuation. Independent valuation for informed decisions.
Correspondent as a Service: Turnkey TPO platform. Complete third-party origination — without the overhead.
TPR Process: End-to-end third-party review management. Streamline your entire TPR workflow — from loan assignment through final reporting.. Automated task routing, real-time reviewer dashboards, and built-in compliance checks ensure every file is reviewed consistently and on time.
Pre & Post-Close QA: 100% digital loan file review. Comprehensive quality assurance — fully automated.
TrustEngine
Customer reviews
TrustEngine
Atlantic Bay Mortgage Group
