Mortgage Maker vs Mortgage Coach: Why Loan Officers Are Switching Mortgage Presentation Software

Borrower reviewing a mobile-friendly mortgage presentation on a phone.
Mortgage Maker’s mobile-friendly mortgage presentation software helps borrowers clearly understand their loan options anytime, anywhere.

Why Mortgage Maker Is the Smarter Choice for Mortgage Presentation Software

When it comes to helping borrowers understand their loan options, the right mortgage presentation software can make the difference between a client saying “yes” today or walking away confused.

For years, it’s no question that Mortgage Coach has been the go-to mortgage presentation software solution. However, many loan officers now feel Mortgage Coach is too complex, too slow, and not designed for the way they actually work. That’s why more and more mortgage brokers and loan officers are switching to Mortgage Maker.

Curious to know how each of these mortgage SaaS platforms compare? Here’s a side-by-side look at the differences and why Mortgage Maker is quickly becoming the preferred mortgage presentation software in the industry.

Where Mortgage Coach Falls Short

Mortgage Coach is a formidable platform, but for many users, that power comes with trade-offs:

  • Too many steps – Creating a single loan scenario can take 20+ minutes. 
  • Complex navigation – Dozens of screens and hundreds of fields slow down the workflow.
  • High learning curve – New users struggle to adopt the platform quickly. Mortgage tech adoption is broken and it’s negatively impacting production and productivity.
  • Clunky interface – Outdated design makes it hard to work efficiently during live client conversations.

As one mortgage loan officer recently explained to the Mortgage Maker Team after using Mortgage Coach, “I just want to build a professional, clear presentation without feeling like I’m fighting the software.”

Loan officer using mortgage presentation software to create a client scenario in real time.
With Mortgage Maker’s mortgage presentation software, loan officers can create and update client scenarios in real time, delivering faster, more confident decisions

How Mortgage Maker Delivers a Better User Experience

Mortgage Maker was designed from the ground up for speed, simplicity, and borrower clarity. Here’s what sets it apart:

Fast, Intuitive Workflow

With Mortgage Maker, a complete, professional loan presentation can be built in just a few minutes—not 20+. Conceived and designed by actual mortgage loan officers and brokers, the Mortgage Maker interface mirrors how loan officers think and work, minimizing clicks and keeping everything in one streamlined flow.

Real-Time Scenario Adjustments

Need to update rates, terms, or products while on a call? Mortgage Maker makes it possible instantly, so clients have the most current numbers without delay.

Borrower-Friendly Design

Every presentation is mobile-friendly, visually clear, and built to help borrowers understand their options at a glance—building trust faster.

Community-Driven Improvement

Every new user contributes to a growing community of mortgage professionals who share insights, challenges, and ideas that help shape future features.

Mortgage Maker vs Mortgage Coach: At a Glance

Feature Mortgage Maker Mortgage Coach
Setup Time for a Presentation Minutes 20+
Ease of Use Designed for intuitive use Steep learning curve
Workflow Streamlined, minimal clicks Multi-screen, complex
Live Scenario Edits Yes, instantly Limited flexibility
Presentation Design Mobile friendly, modern visuals Outdated interface
Community Feedback Loop Active, ongoing Linited user influence

Why This Matters for Your Business

In today’s market, speed and clarity win deals. Clients expect you to deliver options quickly and in a format they can understand. When your mortgage presentation software slows you down or confuses your client, you risk losing the deal.

Mortgage Maker gives you an advantage—helping you close faster, serve more clients, and build lasting trust.

Ready to See the Difference?

If you’re ready for mortgage presentation software that works as hard as you do, it’s time to try Mortgage Maker. You can create your first presentation in minutes and see why more loan officers are making the switch.

Picture of John Trader

John Trader

As Vice President of Marketing at Mortgage Maker, I lead initiatives to strengthen our brand and communicate the value of our innovative AI solutions to mortgage professionals. With 15+ years in marketing and communications across technology and financial services, I specialize in solving challenges through data-driven insights and technology resources. My experience includes crafting strategies that optimize campaigns and foster client engagement. At Mortgage Maker, I leverage this expertise to empower mortgage loan officers with tools that drive success in a competitive market.