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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.
Mortgage Coach is a formidable platform, but for many users, that power comes with trade-offs:
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.”
Mortgage Maker was designed from the ground up for speed, simplicity, and borrower clarity. Here’s what sets it apart:
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.
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.
Every presentation is mobile-friendly, visually clear, and built to help borrowers understand their options at a glance—building trust faster.
Every new user contributes to a growing community of mortgage professionals who share insights, challenges, and ideas that help shape future features.
| 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| Presentation Design | Mobile friendly, modern visuals | Outdated interface |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 |
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.
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.
