Posts by Anika
Mortgage Coach Update 5/16: Add Debt Functionality and Printing Open House Flyers
We are using your feedback to improve the latest version of Mortgage Coach. What’s New: Today’s release includes: Add Debt Button Functionality Restored: This release resolves an issue that occurred when creating a new presentation, wherein clicking the Add Debt button on the Goals tab logged the user out of Advice Engine. Printing Open House…
Read MoreMarket Pulse: May 2024 Strategies
Tina Kvavle, Product Marketing Director, TrustEngine As volatile interest rates creep upward, mortgage lenders need to move the needle today. Consider these strategies for tapping into the growing investor market, leveraging temporary buydowns to improve affordability, and creating much-needed revenue from those orphan records in your database. Tap into the Investor Market While many homeowners…
Read MoreMortgage Coach Update 5/2: Graph Labels, Source Icon Visibility and Product Setup Items
We are using your feedback to improve the latest version of Mortgage Coach. What’s New: Today’s release includes: Graph Labels Corrected: For a short time on May 1, Monthly Payment and other charts in Mortgage Coach presentations were inaccurately labeled with negative values, although the bars of the chart reflected the correct dollar amounts. This…
Read MoreMortgage Coach Update 5/1: Mobile Presentation View and Highlighter Visibility
We are using your feedback to improve the latest version of Mortgage Coach. What’s New: Today’s release includes: Realigned Mobile Mortgage Coach Experience: Today’s release restores the look of the loan options summary and charts when viewing a presentation on mobile to match the desktop experience. This makes it easier to walk a borrower through…
Read MoreMortgage Coach Update 4/29: Updates in Progress Include Mobile View
We appreciate your continued feedback to help us improve the latest version of Mortgage Coach. We are working on several key updates, coming soon: Restoring the look of the loan options summary and charts when viewing a presentation on mobile to match the desktop experience Providing additional color options for TCA presentations Updating the highlighter…
Read MoreMortgage Coach Update 4/25: Video Upload, Printing Fix and More
We appreciate your continued feedback to help us improve the latest version of Mortgage Coach. What’s New – Today’s Release Includes: Video Upload: There is a new desktop video option that allows you to upload a pre-recorded video to your Total Cost Analysis, Rent vs. Own, Seller Buydown, or Open House presentation. Printing to PDF:…
Read MoreMortgage Coach Update: Upcoming Changes
We are using your feedback to improve the latest version of Mortgage Coach. We are working on several key updates, coming soon: Restoring the look of charts when viewing a presentation on mobile to match the desktop experience Adding a video upload option on more devices Fixing an alignment issue when printing a TCA to…
Read MoreMortgage Coach Update: What’s New and What’s Coming
We are listening to your feedback on the new version of Mortgage Coach. What’s New: After releasing the enhanced borrower experience in the TCA last week, we also restored the Team Access feature and the Support chat bubble. What’s Coming: This week we will be providing an option to upload a pre-recorded video to a…
Read MoreTrustEngine Unifies and Modernizes Mortgage Coach Brand
Enhanced Borrower Presentation Improves Understanding and Ease of Use BETHESDA, Md., April 16, 2024 — TrustEngine™, a provider of data-driven performance marketing and education solutions for mortgage lenders, today announced a modernized release of Mortgage Coach designed to increase Loan Officer success and enhance the borrower experience. The new release makes transformative changes to the…
Read MoreMoving Beyond Trigger Alerts
Moving Beyond Trigger Alerts Rich Harris, CEO, TrustEngine At TrustEngine, we know Trigger Alerts have worked well in the past, but triggers have become much less effective in today’s mortgage environment. This is one of the reasons we developed the Borrower Intelligence Platform (BIP), to move beyond Trigger Alerts to data-driven Performance Marketing. We…
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