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Mortgage Coach, now part of the Trust Engine brand, has long positioned itself as the go-to solution for mortgage presentation software. But over the past year, a growing number of mortgage loan officers and brokers have been expressing frustrations about the platform’s complexity, learning curve, and lack of agility.
At Mortgage Maker AI, we’ve been listening. Our platform was built with the modern loan officer in mind, specifically designed to simplify workflows, enhance borrower communication, and positioning you from login to loan strategy faster.
If you’ve been considering a switch or exploring alternatives, here are the four key reasons mortgage professionals are making the move to Mortgage Maker.
Many users describe Mortgage Coach as clunky or overly complex. Between multiple layers of navigation, buried settings, and rigid workflows, users often find themselves overwhelmed during what should be a simple loan presentation task.
Mortgage Maker AI streamlines the mortgage presentation experience with an intuitive, modern interface that gets out of your way. No complicated menus. No second-guessing where to find key settings. Just fast, efficient, and intelligent mortgage lending software that helps you close faster and communicate more clearly. Isn’t that the goal after all?
A common Mortgage Coach user frustration is not knowing how to set default views, fees, or templates without attending advanced training sessions. For busy loan officers, that’s a problem. Shouldn’t the initial onboarding process be quick and efficient leaving no feature or functionality stone unturned?
Mortgage Maker lets you quickly configure defaults—like closing cost templates or report layouts—so every presentation is ready to go in seconds. Spend more time advising borrowers and less time digging through settings, battling confusion, and pulling out your hair trying to figure out how a mortgage presentation software platform is supposed to work.
Loan officers using Mortgage Coach often report feeling like they need weeks of training to truly master the tool. In today’s fast-moving market, that onboarding friction is a deal-breaker. Are you more interested in spending weeks trying to figure out how to efficiently use mortgage SaaS platforms or does learning everything from A-Z and be off and running on day one sound more attractive?
Mortgage Maker AI new users often complete their first full client-ready loan presentation on day one. With built-in guidance, self-service tools, and hands-on support, we make it easy to hit the ground running. One user even joked they could teach our platform after just a few days of use – a true testament to the learning simplicity and comprehensive overview the Mortgage Maker AI team provides to all users.
Several Mortgage Coach users shared that important features—like customizing defaults—were never covered in their initial training. That leads to wasted time and missed opportunities.
From personalized onboarding to on-demand support and live chat, Mortgage Maker ensures no feature goes unexplained. Whether you are an individual LO or part of a team, we equip you with the right tools to thrive. Anything less is unacceptable.
If your current mortgage presentation software platform feels like more of a burden than a solution, it’s time to explore something built with your daily challenges in mind. Mortgage Maker AI empowers loan officers to:
You do not need to settle for outdated workflows and complex training processes. Upgrade to mortgage lending software that understands your business and puts you—and your clients—first.
Take Mortgage Maker AI for a test drive and experience the platform that’s changing how top-performing loan officers operate. Sign up for a free trial or schedule a demo today by clicking the button below.
Would you rather schedule a 1:1 walkthrough of the Mortgage Maker AI mortgage lending software? Click “Schedule 1:1 Demo” instead.
