Mortgage Coach NextGen is building upon our borrower education software legacy to provide the most intuitive and scalable way to identify borrowers’ needs and engage them before everyone else – even before they decide to apply for a loan.
Access from anywhere your busy schedule takes you.
You asked and we delivered. With our brand new mobile app, you can identify opportunities among your target customers and create Homeowner Strategies (formerly known as TCAs) on the go. Send coaching experiences at scale, with just a few taps on the screen.
Never let an opportunity go to waste… even when waiting at a red light!
A new Homeowner Strategy in less than a minute?
Available Exclusively to Mortgage Coach NextGen Customers
Our time-tested and popular desktop experience is still available when you want to present live to a borrower or need to create a more complex Homeowner Strategy involving up to 4 different scenarios. Now you can start on the go and pick up where you left off on desktop!
Send your customers Homeowner Strategies, not Fee Sheets
Traditional fee worksheets are confusing and boring. They slow down decisions and lead to unwanted customer behaviors, like rate shopping.
Your customers deserve much more. They deserve something aspirational, providing them with a clear and visual path to accomplish their goals. They deserve Homeowner Strategies (formerly known as Total Cost Analyses).
With Mortgage Coach NextGen, we take guesswork out of which contacts in your database you need to engage and how to create a meaningful engagement.
React Better than Your Competitors
Focus on Immediate Opportunities when the customer is active and ready for a loan.
In addition to traditional credit-based types of Opportunities that you may already be familiar with, you will now find a number of non-credit Opportunities that allow you to home in on ways you can save those customers money now.
Mortgage Coach NextGen helps you apply your mortgage advice equally as fast as the competition, but with better context.
Engage Opportunities Before Anyone Else
Advise your Coaching Opportunities on the benefits of a new loan before they apply elsewhere.
This is where you really get the chance to engage customers from the get-go.
Mortgage Coach NextGen allows you to stand out from the pack and advise your customers on the benefits of various homeowner scenarios way before any of your competitors get a chance to reach out.
Like what you're seeing?
Mortgage Coach NextGen now equips loan officers with the right tools to educate borrowers using mortgage-trained AI.
Formerly known as Total Cost Analysis presentations, our redesigned Homeowner Strategies leverage artificial intelligence (AI) to allow coaching at scale, with ease. Our mortgage domain-specialized and responsible AI delivers outsized results in each step of the coaching process:
1
Borrower-Facing AI Chat feature makes Homeowner Strategies easier to understand by answering borrower questions 24/7.
2
Our Internal AI Assistant summarizes borrower interactions to help loan officers understand their customers’ needs.
3
The Internal AI Assistant boosts knowledge and confidence as loan officers prepare for engaging presentation with borrowers.
Case-in-Point
24/7 Access to Simple and Clear Answers
Case-in-Point
Insights into Best Ways to Guide Advice for Borrowers
Curious to see our AI in action?
When an enterprise buys a product, it’s important to know how employees are using it. With the Mortgage Coach Usage Insights dashboard, that becomes an easy task.
Mortgage Coach Usage Insights gives company administrators a clear view into their teams’ performance with detailed reporting on usage trends and engagement metrics. These intuitive reports eliminate the need for manual data collection, saving lender organizations several hours each week that would otherwise be spent digging through data.
“Exactly what I’m looking for. I don’t have to do this manually anymore! It was taking two of us around 16 hours per week.” – Executive at one of our largest customers
From individual loan officers, to large enterprises, and small branches in-between, we have the right offering to power your mortgage coaching operation.
Single Users
Get 2 Months FREE with Annual Commitment
Service Tier
Account Management
Training
Non-Credit
Non-Credit and Credit-Based
Unavailable
5+ Users
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Service Tier
Account Management
Training
Non-Credit
Non-Credit and Credit-Based
Standard and Custom
Single Users
Workflow with CRM
Workflow with CRM
Workflow with CRM
Workflow with CRM
Workflow with CRM
Workflow with CRM
Workflow with CRM
Workflow with CRM
Workflow with CRM
Borrower Data Ingestion
Borrower Data Ingestion
Borrower Data Ingestion
Borrower Data Ingestion
Borrower Data Ingestion
Borrower Data Ingestion
Borrower Data Ingestion
Borrower Data Ingestion
Borrower Data Ingestion
Borrower Data Ingestion
Borrower Data Ingestion
Borrower Data Ingestion
Loan Origination System
Point of Sale
Pricing Engine
Pricing Engine
Pricing Engine
Fee Provider
Fee Provider
Fee Provider
Mortgage Insurance
Mortgage Insurance
Mortgage Insurance
Reputation Management
5+ Users
Workflow with CRM
Workflow with CRM
Workflow with CRM
Workflow with CRM
Workflow with CRM
Workflow with CRM
Workflow with CRM
Workflow with CRM
Workflow with CRM
Borrower Data Ingestion
Borrower Data Ingestion
Borrower Data Ingestion
Borrower Data Ingestion
Borrower Data Ingestion
Borrower Data Ingestion
Borrower Data Ingestion
Borrower Data Ingestion
Borrower Data Ingestion
Borrower Data Ingestion
Borrower Data Ingestion
Borrower Data Ingestion
Loan Origination System
Point of Sale
Pricing Engine
Pricing Engine
Pricing Engine
Fee Provider
Fee Provider
Fee Provider
Mortgage Insurance
Mortgage Insurance
Mortgage Insurance
Reputation Management
of the Top 25 Lenders
80% of the Top 25 retail lenders of 2024 were Mortgage Coach customers.
*Scottsman Guide Rankings
of Our Customers
97% of users agree Mortgage Coach makes engaging customers easier.
*TrustEngine Survey
Productivity Boost
On average, Loan Officers report a 47% productivity boost due to Mortgage Coach.
*TrustEngine Survey
What Are You Waiting For?
