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MortgageCoach
Builds interactive borrower loan-comparison presentations (Total Cost Analysis) from LOS or pricing data and shares them by text or email.
| What the AI does | AI presentation builder (type or speak a scenario, upload a fee sheet or screenshot), embedded AI Loan Officer Assistant borrower chat, AI chat summaries. |
|---|---|
| Who it serves | Independent loan officers, Mortgage teams, Retail lender branches |
| Starting price | $150/user/mo (Individual); Enterprise custom for 5+ users |
| Pricing model | Per user per month |
| Free trial | Not stated on the vendor site |
| Best fit | Solo LO, Lender branch |
| Category | Pre-Approval, Pricing & Scenario Tools |
| Also fits | Coaching, Scripts & Sales Enablement |
| Part of | TrustEngine |
| Works with | Encompass, Total Expert, BNTouch, Jungo, Optimal Blue, Polly, Lender Price, Salesforce |
| Compliance | Posted on the vendor's site: AICPA SOC 2 (type not stated); ISO/IEC 27001 and NIST CSF-based program; Trust Center. |
| Checked | 2026-10-31, against the vendor's own page |
Good to know
MortgageCoach is TrustEngine's borrower-presentation tool: it builds interactive Total Cost Analysis loan comparisons from LOS or pricing data, and its AI presentation builder works from a typed or spoken scenario, a fee sheet or a screenshot, with an embedded AI Loan Officer Assistant for borrower chat. The Individual plan is $150/user/mo bought online and includes the AI builder and borrower chat; the Enterprise plan for five or more users adds branch support and the Encompass, SFTP and Zapier connections, priced by quote.
The vendor posts AICPA SOC 2 compliance (type not stated), a program built on ISO/IEC 27001 and NIST CSF, and a public Trust Center. Encompass, Total Expert, BNTouch, Jungo, Optimal Blue, Polly, Lender Price, Salesforce, HubSpot and Homebot are named integrations.
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