Mortgage Coach NextGen

Mortgage Coach NextGen is a mobile application designed for Mortgage Coach and TrustEngine Platform Users. Mortgage Coach NextGen actively monitors your database to anticipate borrower needs, turn opportunities into meaningful conversations, equip your team to coach, and emphasize performance over process. The Mortgage Coach NextGen App provides Loan Officers with: Homeowner Strategy Creation on the Go! Create Homeowner Strategies (TCAs) directly from an opportunity or from scratch! By focusing on common loan situations, we have configured the creation process to focus on the commonly used fields, reducing the learning curve for new users. Highlight Presentations and Add Video View your recent presentations and add an introduction video to your presentations, and highlight fields that you would like to draw your borrower’s attention to. AI Summary: Catch up on summaries of conversations your borrowers are having with the AI right in the app. Urgency: Receive push notifications for borrowers with benefits right now and those borrowers who are engaging with the Homeowner Strategies you’ve sent. Context and Understanding: Drill through to the “why” behind each Opportunity, supported by borrower, property, and financial details, which gives you an understanding of the borrower’s benefits, providing context for meaningful conversations. Clear Next Steps: Directions for engagement include email, text and phone scripts; as well as a recommended MortgageCoach TCA presentation for coaching the borrower on related loan options. “Click to contact” buttons facilitate copying scripts and using them for immediate borrower outreach.