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MortgageCoach

AI-powered mortgage presentation and total cost analysis platform for loan officers

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About MortgageCoach

MortgageCoach gives loan officers an AI-assisted platform to build compelling Total Cost Analysis (TCA) presentations that compare loan scenarios, visualize long-term costs, and help borrowers make confident decisions faster. The platform integrates with LOS systems and tracks when borrowers view and interact with the proposal.

Key Features

Total Cost Analysis

Visual side-by-side loan scenario comparison showing true lifetime cost of each option.

Video Presentations

LO records a personalized video walkthrough of the TCA, shareable via text or email.

LOS Integration

Auto-populates loan data from Encompass, Byte, and other leading LOS platforms.

Engagement Tracking

Alerts LO when borrower opens, views, and interacts with the TCA proposal.

Refinance Analysis

Shows borrowers the break-even point and long-term savings of refinancing.

Use Cases

Purchase transaction loan scenario presentation

Refinance opportunity analysis

Borrower education and retention

Real estate agent co-marketing presentations

ARM vs. fixed-rate comparison visualization

Pros & Cons

Strengths

Dramatically improves borrower decision confidence, video sharing drives higher engagement than static PDFs, strong LOS integrations.

Limitations

Not an origination or underwriting tool, pricing is per-seat, requires LO time investment to personalize presentations.