From Loan File to Borrower Presentation. Without Leaving Encompass®.

Our integration with Encompass® by ICE Mortgage Technology® enables loan officers to create clear, personalized borrower presentations automatically — without manual data entry, switching systems, or rebuilding loan scenarios.

How it Works

Technology that lets you spend quality time with your borrower.

Loan officers can now create a MortgageCoach Loan Comparison directly within Encompass® — eliminating the need to switch contexts or manually input data. A Loan Comparison is auto-generated based on your business rules and pipeline.

In less than 30 seconds, the comparison presentation is created. The loan officer can then refine or create additional options. Many send an initial Loan Comparison as-is to get the conversation started and generate borrower interest.

Key Benefits for Users

MortgageCoach and Encompass provide the ultimate relationship-building toolkit. With zero manual data entry and no complex software, your team gets elite, wealth-focused presentations built to win the game.

  • No context switching — Generate borrower presentations directly from your Encompass workflow.

  • No manual data entry — Loan details flow automatically into MortgageCoach.

  • Smart loan comparisons — MortgageCoach automatically generates strategic loan alternatives.

  • Consistent borrower advice — Standardize how loan options are presented across your entire team.

  • No new system to learn — MortgageCoach lives directly inside the Encompass workspace.

Key Benefits for Lenders

When borrowers clearly understand their options, they make better decisions — and loan officers convert more opportunities. MortgageCoach helps lenders scale transparency and consistency across the entire organization.

  • Show the real payment impact of loan options

  • Explain the long-term cost of borrowing

  • Present clear side-by-side comparisons

  • Reduce steering risk in a pricing-based QM environment

  • Help borrowers choose sustainable financing

  • Transforms borrower conversations from rate quotes to building wealth/financial advice.

Get Started in Minutes

Admins can enable MortgageCoach directly through Encompass® using the standard configuration process. Once enabled, MortgageCoach appears inside the Encompass® workspace — ready for loan officers to use immediately.

Our continued investment in Encompass ensures technology doesn’t replace advice, it makes great advice possible. By seamlessly embedding MortgageCoach, we empower originators to become the trusted financial coaches borrowers need for long-term success.”

–Bob Jennings, CEO of TrustEngine

Reach out to see MortgageCoach in action or chat about what any of this looks like for your organization.