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Why Longtime Mortgage Coach Users Are Giving Mortgage Maker A Closer Look

Mortgage broker using Mortgage Maker on a tablet to explain loan options to borrowers
More mortgage professionals are upgrading their client experience with simpler, faster, AI-powered presentations.

The Shift Happening in Mortgage Lending Software

Mortgage professionals who have spent decades relying on tools like Mortgage Coach are starting to reevaluate their options. Once seen as the gold standard for mortgage presentation software, Mortgage Coach is now facing new competition from faster, more intuitive platforms such as Mortgage Maker. And for good reason.

Loyalty bias in tech can be strong. When you’ve used a platform for 10, 15, or even 20 years, it becomes part of your routine. It almost becomes embedded in your DNA. You know its quirks, its strengths, and its limitations. But what happens when a new solution comes along that solves the problems you’ve simply gotten used to tolerating?

Mortgage Maker is quickly earning the attention of seasoned loan officers and mortgage brokers. Not just because it’s different, but because it’s better in the ways that matter most.

Real Stories from Real Loan Officers

In a recent live demo with Mortgage Maker CEO Shawn Brown, a loan officer shared that he had been a Mortgage Coach user for over 20 years. He originally bought the software at a conference, back when it came on floppy disks.

Despite the nostalgia and familiarity, this user openly shared that there were plenty of pain points in Mortgage Coach’s platform. When shown Mortgage Maker, he said there were “a lot of pros” to consider switching. Another attendee, who had already adopted Mortgage Maker, had not only integrated it into his workflow but was actively showing it to others in his company.

That’s the pattern we’re seeing: experienced Mortgage Coach users exploring Mortgage Maker, switching, and then becoming internal advocates for the tool.

Why Mortgage Maker Is Winning Over Loyal Users

1. Built with AI from Day One

Mortgage Maker isn’t a legacy platform trying to retrofit AI. It was built from the ground up with agentic AI at its core. That means faster insights, smarter guidance, and fewer manual tasks. You get dynamic rate shift analysis, live property data, and borrower-ready reports in seconds.

2. Clean, Intuitive Interface

Legacy mortgage platforms often feel bloated. Mortgage Maker is intentionally streamlined. It only shows what matters, when it matters. Reports can be toggled on and off, drag-and-drop sections can be customized, and loan officers can get up and running without needing hours of training.

3. Faster Onboarding and Lower Costs

Mortgage Coach onboarding can be time-consuming and expensive. Mortgage Maker is designed for plug-and-play simplicity. Most users can start building client-ready reports on day one. For those who make the switch, there are even pricing incentives that make the decision easy.

4. More Value Per Report

Where Mortgage Coach offers static scenarios, Mortgage Maker goes deeper with:

  • Long-term wealth projections
  • Real-time rate shift impacts
  • Tax savings estimations
  • Biweekly payment benefits
  • Insurance quoting built in
  • Embedded borrower video messages

These are the borrower insights that close deals faster.

From Curiosity to Conversion: What Happens After Users Switch?

What we’re noticing across dozens of Mortgage Maker users is a common cycle:

1. Curiosity: Loan officers hear about Mortgage Maker from peers or discover it through a demo or ad.

2. Trial: They test out the interface and compare it to what they’re used to.

3. Conversion: After realizing how much faster and more modern it is, they adopt it.

4. Advocacy: They start sharing it with teammates, colleagues, and referral partners.

This cycle is accelerating as word spreads. The “switchers” are becoming Mortgage Maker’s most passionate champions.

What This Means for the Industry

Mortgage technology is evolving, and lenders are finally demanding tools that match the pace and complexity of today’s housing market through a user-friendly, low learning curve mortgage presentation SaaS platform. If you’re still relying on tools that feel outdated or require hours of manual entry and workarounds, it may be time to explore a better way.

Mortgage Maker isn’t just a new tool. It’s a smarter system designed to help you:

  • Close more loans
  • Build trust with clients faster
  • Customize reports that actually convert
  • Spend less time formatting and more time selling

Ready to See the Difference?

You don’t need to be stuck with outdated software or complicated interfaces. If you’ve been using Mortgage Coach for years, it’s worth taking a fresh look at what’s possible. Mortgage Maker is offering exclusive incentives for current Mortgage Coach users to switch.

Visit mortgagemaker.ai and schedule a 1:1 Demo to request a 10-minute walkthrough and see how you can do more, faster.

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