Name: Individual Edition - TrustEngine
Brand: trustengine.com
SKU: trustengine-com-2
Availability: OnlineOnly

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Individual Edition - TrustEngine

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Skip to contentYour borrower doesn’t want a mortgage; your borrower wants a home. The Mortgage Coach Total Cost Analysis (TCA) provides the digital, educational experience consumers want—and expect—when choosing a mortgage. Become a trusted advisor by helping your clients make smarter decisions faster.Present unique refi scenarios alongside sell and buy examples and other options to ensure all possible solutions are examined before the optimal decision is made.Customize the TCA with your picture, company logo and even personalized video. You’ll distinguish your personal brand in the industry’s competitive market and provide a more valuable, customer-first experience to strengthen client relationships and build referrals.Our intuitive Advice Engine platform steps you through how to create a TCA, guiding you to the best loan options to share with your clients. Rest assured implementation is fast and seamless, and we provide training and guidance along the way to ensure you’re able to use the platform effectively.Highlight key info when presenting to a client for an immersive digital experience.Get notified with real-time updates that keep everyone on the same page.Create and add a video explaining the TCA to your client, all in the same platform.Convert more profitable loans by minimizing the impact of rate fluctuations with a broader product mixIncrease lead to loan conversion by responding to questions faster and removing compliance riskImprove profit margins by reducing rate shopping and price exceptionsStrengthen client retention by building borrower trust with branded, interactive digital presentationsNeed integrations to a Loan Origination System, Product &amp; Pricing Engine, or CRM? Need Team Access or Custom Templates? The Enterprise Edition may be a better solution for you.For organizations with 20+ loan officers, we offer a Mortgage Coach Enterprise license. For organizations who need fewer license, loan officers may sign up for Individual Licenses.Here is how our Enterprise and Individual licenses compare.Individual¹ Individual can be configured per user. Enterprise can be configured at the individual, branch, region and enterprise-wide levels.² Additional costs may apply for non-standard integrationsBring more value to real estate and builder relationships and help your communities succeed together.

Skip to contentYour borrower doesn’t want a mortgage; your borrower wants a home. The Mortgage Coach Total Cost Analysis (TCA) provides the digital, educational experience consumers want—and expect—when choosing a mortgage. Become a trusted advisor by helping your clients make smarter decisions faster.Present unique refi scenarios alongside sell and buy examples and other options to ensure all possible solutions are examined before the optimal decision is made.Customize the TCA with your picture, company logo and even personalized video. You’ll distinguish your personal brand in the...

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