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
Overview
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Product comparison
TrustEngine
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Marr Labs
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.
Pre-Built AI Automation for Mortgage Operations
Supercharge your mortgage sales pipeline with AI-powered voice agents built for lenders.
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.
- MOS platform integration into all three stages of loan manufacturing
- Pre-built automation for document indexing, data extraction, income analysis, and post-close review
- Mortgage-trained AI background workers with transparent, audit-safe outputs
- Interoperable design that works across LOS, AUS, and partner engines (including Candor)
- Cloud-delivered platform built for rapid deployment and fast operational ROI
- Proven productivity gains across underwriting and post-close operations
- Delivered a 99%+ task completion rate and handled millions of calls, ensuring dependable support and sales coverage for mortgage lenders.
- Reduced borrower call abandonment by engaging leads within one second using human-like, AI-powered voice conversations.
- Optimized lead qualification, appointment setting, and data capture through seamless integration with major CRMs and loan origination systems—no technical expertise required.
- Powered regulatory compliance and enterprise-grade security, with SOC 2-compliant processes and zero data exposure to third parties.
- Launched pilots in two to four weeks, enabling rapid deployment and measurable ROI without vendor lock-in or disruptive system changes.
- Lowers operational costs by up to 30% for clients while freeing staff to focus on high-value, revenue-generating activities.
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