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For years, Mortgage Coach dominated the mortgage lending software space. But as technology and borrower expectations have evolved, more and more loan officers are voicing frustrations about outdated workflows, complex interfaces, and clunky onboarding experiences. The Mortgage Maker team has held close and personal conversations with dozens of loan officers and mortgage brokers so far in 2025 where they shared a lot of comments, frustrations, and challenges about legacy mortgage presentation software and their feedback after seeing Mortgage Maker in action. Some of their direct comments are featured throughout the post demonstrating their desire to switch from outdated and difficult to use legacy mortgage presentation software systems to one that is more modern, flexible, and user-friendly.
One user summed it up perfectly:
In 2025, speed and simplicity aren't optional. They're table stakes. And loan officers juggling dozens of deals a month don't have time to wrestle with legacy software that is unnecessarily complicated, slows them down or requires days of training just to get started. Another loan officer we recently spoke with expressed frustration on how complicated and hard-to-learn Mortgage Coach can be:
The modern mortgage professional wants tools that work fast, feel intuitive, and help borrowers make decisions with confidence. According to recent feedback the Mortgage Maker team received in demos of their mortgage presentation software solution, three themes stand out:
1. Speed and Simplicity
Loan officers are exhausted of navigating labyrinths of templates. They want to build custom, compliant loan presentations in minutes. Mortgage Maker’s drag-and-drop interface and plug-and-play configuration let you do just that without calling IT or attending multiple webinars. Another loan officer we recently spoke with was ecstatic about how easy Mortgage Maker was to learn how to use:
2. Built-In Real-Time Data
One mortgage broker we spoke with expressed his frustrations with Mortgage Coach's navigation and workflows. Manually entering property taxes, insurance quotes, and closing costs is not only tedious but error-prone. Mortgage Maker automatically pulls in real-time property data, taxes, and even homeowners insurance quotes providing your borrowers a full financial picture instantly.
3. Modern Design That Just Plain Works
"Everything is just where it should be. It’s what a mortgage presentation tool should be in 2025."
Several loan officers we spoke with pointed out that their once ubiquitous legacy mortgage presentation platforms have simply failed to keep pace and were honestly never designed for the speed and demands of today’s borrowers. Mortgage Maker was built from the ground up using Agentic AI, giving loan officers a cleaner, faster interface with intelligent defaults that make sense.
Let’s be honest. Most mortgage professionals don’t have the time or patience to spend days training on software that doesn’t adapt to the way they work. That’s where Mortgage Maker shines.
| Feature | Mortgage Coach | Mortgage Maker |
|---|---|---|
| Onboarding Time | Multi-day training | Get started Day One |
| Report Customization | Template-based | Fully drag-and-drop |
| Real-Time Data | Manual entry | Auto-loaded property, tax, and insurance info |
| User Interface | Dated, complex | Intuitive, clean, modern |
| Insurance Quotes | External process | Built into platform |
| Borrower Tracking | Basic alerts | Full engagement tracking |
Mortgage Maker is not just a different interface but rather a new way of thinking about mortgage lending software. From the way reports are built to how borrowers engage with them, every part of the platform is designed to help you close more loans with less hassle.
The most powerful form of marketing? Word of mouth. To recap, here’s what users who made the switch are saying:
"Mortgage Coach feels like 2010. Mortgage Maker feels like 2025."
"I didn’t have to take a single training course to use this."
"Everything is just where it should be. It’s what a presentation tool should be."
"The learning curve with Mortgage Coach killed our onboarding speed."
For us, the cherry on top is when we learned that a lot of the loan officers and mortgage brokers we spoke with turned around and recommended their colleagues look at Mortgage Maker. When people not only switch but tell their colleagues to do the same, you know something's working.
We get it: switching software feels risky. But Mortgage Maker makes it seamless. If you decide to take a look at Mortgage Maker, you are fully eligible for these benefits:
Modern borrowers expect better experiences. So should you. If your current mortgage lending software feels like a bottleneck instead of a solution, it is time to explore an alternative that moves as fast as you do.
