The MortgageCoach App features a faster, easier way to create Homeowner Strategies, anytime, anywhere.

App Features & Why You’ll Love It

• Streamlined Creation – We’ve simplified the process by focusing on the most common loan scenarios and fields, making it quicker for seasoned users and easier for first-timers.
• Cross-Platform Flexibility – Build presentations in the MortgageCoach App and edit them in MortgageCoach Classic. You can also share MortgageCoach Classic presentations from the app (editing coming soon).
• TrustEngine Scripts, Built In – Open any presentation and instantly access our proven borrower scripts to send directly from the app.
• On-the-Go Creation & Editing – Effortlessly create and update purchase or refinance presentations from your mobile device—with more presentation types coming soon.
• Leverage Fee Templates – Use the same fee templates you’ve set up in MortgageCoach Classic, directly in your MortgageCoach App presentations.
• Draft & Resume – Start a presentation, and pick up where you left off anytime. When you tap “New Presentation +,” you’ll be prompted to continue your draft or start fresh.
• Notifications: - Receive notifications when your presentations (created on desktop or mobile) are viewed and when AI Summaries from your borrower’s conversation with the AI are available.
• Add a Video and Preview and Highlight - Quickly add a video to your presentations and highlight on the go, regardless of how your presentation was created.
• Share your Presentations with Borrowers - Presentations created on desktop or mobile are able to be quickly shared with borrowers using the built-in text/email buttons. We even provide you with a script to accompany the presentation, saving you time. 

How to Create a Presentation

1. Open the MortgageCoach App and click the Presentation tab at the bottom of the screen.
2. Click the “New Presentation +” button.
3. Select Purchase or Refinance.
   1. Note: Purchase will not ask you for current mortgage details, as it does not apply.
4. Navigate through the wizard and enter the required information to create the presentation.
5. Once all information is entered, you will reach the “Review” screen after the monthly costs screen. Once you confirm the details on the page, select the “Create Presentation" button to submit the data to MortgageCoach and generate the presentation.  Note: The presentation will not be available on desktop until this step is completed. 
    

FAQ

• What are Homeowner Strategies? 

  Homeowner Strategies are the overarching category for all borrower benefit presentations you create with Mortgage Coach. The most common type of Homeowner Strategy is the Total Cost Analysis.

   

• What is MortgageCoach Classic? 

  MortgageCoach Classic is the version of MortgageCoach accessible via web browsers by navigating to Advice Engine.

   

• What type of presentations can be created from the MortgageCoach App? 

  Simple purchase and refinance loan scenario presentations are available to be created from the MortgageCoach App. More loan scenarios will be available in the future. 

   

• What loan products are supported on the MortgageCoach App? 

  All loan products are supported other than ARM and multiple lien scenarios. These will be added at a later time. 

   

• Am I able to highlight the summary table of my presentation on the MortgageCoach App? 

  Yes, you are able to preview and highlight any presentations you created on MortgageCoach Classic or MortgageCoach App and even record and embed a video.

   

• Am I able to edit presentations created from the MortgageCoach App? 

  Yes, presentations created on the MortgageCoach App are able to edit on the MortgageCoach App. 

   

• How do I know which presentations I can edit from the MortgageCoach App? 

  An edit icon will be visible on the presentation preview screen for the presentations that are editable. For notifications that are not editable, we will let you know. 

   

• I created a presentation on MortgageCoach Classic. Can I edit it via the MortgageCoach App? 

  At this time, presentations created on MortgageCoach Classic are only available to be previewed/highlighted or add video/voice on the MortgageCoach App.

   

• Where do the presentations that I created from the MortgageCoach App appear on MortgageCoach Classic?

  Presentations created via the MortgageCoach App are available to view and edit from the Recent Clients list on MortgageCoach classic.

   

• What if I want to edit a presentation that I created in MortgageCoach Classic on my mobile device? 

  MortgageCoach Classic is fully accessible via your mobile device browser. Simply navigate to Advice Engine from your mobile device to edit on the go.

   

• What if I have feedback about the presentation creation process? 

  You are able to submit feedback to us via the “Send Feedback” button on each page of the presentation creation feature within the MortgageCoach App.