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TrustEngine University

Ensuring Our Customers' Success

TrustEngine’s experienced trainers and industry thought leaders are focused on ensuring our customers get the most out of our products.

Register for Live Daily Training
Watch On-Demand Product Training

Daily Education Webinars

Every week, we offer free access to hour-long strategy and thought-leadership sessions focused on various areas that can elevate your performance as a Loan Officer.

From the fundamentals of presenting Total Cost Analyses, to specific Mortgage Advisor strategies, to inspirational interviews with industry top performers and “masterminds” hosted by our Chief Innovation Officer, Dave Savage. Pick your topic and sign up for a educational webinar that will transform the way you think about your work day.

Mondays - Introduction to Mortgage Coach
We’re Updating Our Intro to Mortgage Coach Sessions

Introduction to Mortgage Coach

To better support your learning, our weekly Intro to Mortgage Coach webinars are transitioning to a more on-demand experience.

This new approach will give you greater flexibility to engage with the material at your own pace, while still providing opportunities to connect live through our ongoing Wednesday Q&A sessions.

Access On-Demand
Tuesdays - 10x with Dave Savage
TUESDAY AT 12:00PM ET / 9:00AM PT

10x Tuesday with Dave Savage

Dave Savage will offer inspirational leadership that will help make loan officers more successful. This session offers successful processes and strategies for managers and their loan officers as Dave interviews seasoned Mortgage Coach experts.

Register for your preferred date(s):

All Tuesdays
Wednesdays - Q&A
WEDNESDAY AT 2:00PM ET / 11:00AM PT

Q&A

Receive complete skill-based coaching with a focus on building Home Strategies (formerly Total Cost Analysis) in 5 minutes or less. Learn how to use Mortgage Coach NextGen faster and better and get your questions about strategies and features answered.

Register for your preferred date(s):

All Wednesdays
More interviews with industry thought leaders?
Visit the 10x Strategy Microsite

On-Demand Training for Mortgage Coach

Both novice and expert users of Mortgage Coach will benefit from our on-demand training sessions. Each of our sessions is focused on helping you maximize your potential and investment.

Learn on your time with the 3 convenient training tracks that guide you through critical processes while providing helpful tips and insights.

Learn the Mortgage Coach basics, including how to ready, personalize, create and distribute a Total Cost Analysis.

(We recommend you watch all 5 videos below before moving to Intermediate)

Topic 1: How to Read a TCA

Get started with Mortgage Coach to gain knowledge on how to read a Total Cost Analysis (TCA) report in full detail. You can also easily access the TCA Manual above for more information.

Topic 2: How to Personalize Your Own TCA

Gain insight into how to add your own branding and personalization to your Total Cost Analysis presentations, including company logo, profile image and contact information.

Topic 3: How to Create a Purchase TCA for Borrowers

Once you have mastered how to read and fully customize a Total Cost Analysis, you can now learn how to create a Total Cost Analysis for purchases. This Total Cost Analysis will help speed up the pre-approval process and enable you to easily compare multiple down payment or rate options.

Topic 4: How to Create a Refinance TCA for Borrowers

Once you have mastered how to read and fully customize a Total Cost Analysis, you can now learn how to create a Total Cost Analysis for refinances. This Total Cost Analysis will help all rate and term refinances feel seamless as you show clients how paying off their mortgage years earlier will help save money spent on interest over time.

Topic 5: How to Distribute a TCA to Your Borrowers

Once you’ve established how to create a Total Cost Analysis presentation, you are now ready to generate and share the presentation link with your clients. Once distributed, you will be notified via email anytime the client views the presentation.

Learn how to build fee & product templates and how to use TCA enhancements such as video & highlighting features.

(We recommend you watch all 4 videos below before moving to Advanced)

Topic 1: How to Build Fee Templates for Closing Costs

Discover how to use fee templates to begin applying fees to your Total Cost Analysis presentations. Here you will learn how to set itemized fees in a template and repurpose the template without having to recreate a fee list for every presentation.

Topic 2: How to Build Product Templates for Product & Monthly Costs

Once you have mastered how to build fee templates, you can now learn how to use product templates that include default fee templates, product details and monthly costs. Similar to fee templates, you can repurpose product templates, saving you time in building your TCA presentations.

Topic 3: How to Highlight a TCA Using Mortgage Coach Live

Learn how to enhance your TCA presentation by using the Mortgage Coach Live feature. These enhancements include highlighting sections, columns and rows in real-time within your TCA presentation, which will help capture your client’s attention to the details you’d like to emphasize.

Topic 4: How to Add Live Video to a TCA

Learn how to enhance your TCA presentation by using the Mortgage Coach video feature to fully engage with your clients. The video can be recorded from a mobile device or inside a browser.

Learn how to apply financial strategies, use strategy templates and redirect your clients to your application website.

Topic 1: How to Customize and Apply Strategy Templates

Strategy templates are templates that are pre-built TCA’s based on a specific loan scenario such as FHA vs. Conventional or MI options. Here you will learn how to personalize and create your own strategy templates to include product and fee templates, which will enable you to generate a TCA in less than 5 minutes.

Topic 2: How to Redirect Clients to an Application Website

Learn the details on how to capture a lead from the TCA presentation and turn them into a client by redirecting them to an “Apply Now” website or to your mini-application website.

Topic 3: How to Customize and Apply Reinvestment Strategies

Dive into reinvestment strategies, where you will learn how to reassign monthly savings to principal reduction payments, a current savings account or a new investment vehicle. This advanced functionality allows clients to pay off their mortgage sooner or increase their net worth over time.
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