By: Rich LaBarca, Chief Product & Technology Officer
May 1, 2026

MortgageCoach has always stood for clarity and trust in the origination process. The data backs it up: 95% of MortgageCoach users report feeling more differentiated from their peers, and 97% say it makes engaging customers easier. Our presentation tools help borrowers feel more confident in their decisions and deepen their trust in their Loan Officer (LO) as a true advisor. Now, we’re removing every obstacle between an LO and that trusted advisor experience – so it happens every time, not just when the stars align.

Mortgages are complex. People and their situations even more so. Mortgage Coach is a powerful tool; but historically, that power has come with a learning curve. Mastering it takes time and effort that not every LO has to spare. Our latest enhancements change that equation entirely.

Top-tier advisors can now scale their personalized recommendations effortlessly. Less-experienced LOs can instantly operate at a higher level. And every interaction with a borrower becomes smarter, faster, and more compelling.

A Streamlined, Transparent Experience

Our design philosophy is deliberate: minimize the chatbot, maximize clarity. Unlike public AI tools that generate walls of unstructured text (and which you should never be feeding sensitive borrower data into), MortgageCoach’s AI surfaces a clean, intuitive UI. You see the proposal immediately, understand it at a glance, and can make smart adjustments in seconds.

Start from Almost Anything. Kill the Blank Page.

Blank page paralysis is over. The new AI enhancements allow MortgageCoach to meet you wherever you are in the process – with whatever data you have – and gets you to a polished presentation faster than ever. In fact, the average time to build a presentation with AI is just 30 seconds.

Competitive Quotes & Transcripts: Upload a competitor’s quote or paste in a call transcript. The AI reads the context and builds presentation options from there.

CRM & LOS Integration: Use borrower opportunity data from TrustEngine, including predictive need signals, to generate a fully-built presentation in a single step. Already have a loan in Encompass? That works too.

AI Data Matching: The system matches borrower names and pulls in real property data to fill presentation gaps automatically… no manual lookups required.

Quick Start Templates: Alpha partners are already calling these “powerful Mad Libs.” Fill in the variables,and instantly generate a sophisticated MortgageCoach Loan Comparison or single product presentation. Favorites are yours to save and reuse now, with full customization coming soon.

On-the-Go Confidence: Walk into an open house, meet a potential borrower, speak into the mobile app, and walk out with options in hand. First impressions just became a competitive advantage.

Your Advice. Scaled, Personalized, and Compliant.

AI is your partner, you are always the expert in the loop. The AI components in MortgageCoach is designed to amplify your judgment, not replace it.

Full Editing Power: Every number, every scenario is yours to adjust. The AI does the heavy lifting; you make the final call.

Penny-Perfect Pricing: When your presentation is ready, pull in fee data from LodeStar, ClosingCorp, or your own custom templates for precise, trust-building quotes.

The End-to-End Coaching Loop

The AI workflow is even more powerful paired with our new Guided Homeowner Strategy Layout — an optional presentation format engineered to make loan information accessible for borrowers with less mortgage experience.

But whatever format you choose, every presentation now includes Borrower AI: an intelligent assistant that answers borrower questions and runs “what-if” scenarios on their behalf. When borrowers engage, you receive a full summary of what they asked and recommended next steps. You stay in control. You scale your reach. You give better advice.

What’s Coming Next

We’re grateful to the alpha partners who have helped shape this launch over the past months. Their feedback has been invaluable; and we’re just getting started. On the roadmap:

• Deeper integration with the workflows you already use daily
• More of TrustEngine’s borrower-need intelligence woven directly into AI recommendations
• Enhanced decisioning to handle more complex lending scenarios with confidence

The future of mortgage advising is here. It’s smart, it’s fast, and we think… it’s genuinely fun to use!

Experience a new way to coach your borrowers — and a new way to grow your business.