MortgageCoach
✓ VerifiedAI-powered mortgage presentation and total cost analysis platform for loan officers
Paid mortgageloan-officerpresentationfinancing
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Overview
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
Specifications
LOS integration
Video sharing
CRM integration
RESPA compliant
Pros & Cons
✅ Pros
- • Dramatically improves borrower decision confidence
- • video sharing drives higher engagement than static PDFs
- • strong LOS integrations.
❌ Cons
- • Not an origination or underwriting tool
- • pricing is per-seat
- • requires LO time investment to personalize presentations.
Tool Information
Developer MortgageCoach
Pricing Paid
Starting at $129/mo
API Access ✗ No
Type real-estate
Platform web, ios
Industries real-estate, mortgage
Listed 4/20/2026