Try Our App for Yourself!
Prioritize the Most Actionable Opportunities with Just a Few Taps
Take the TrustEngine App for a spin to experience first-hand how easy it is to create meaningful conversations that lead to more incremental loans.
Work Smarter
You Just Got an Immediate Opportunity Notification
Click on the notification to start the demo.
Engagement as Easy as 1, 2, 3…
Each Opportunity is created by analyzing the mortgage data connected to this borrower. Our app then suggests a solution that fits this borrower's needs the best.
Let's Create a Unique Homeowner Strategy
Tap the pencil icon to review and send Maverick's Refinance strategy.
Auto-Populated Data Fields
When creating a new presentation, you'll find the Current Mortgage Details are automatically pulled into the presentation.
After Reviewing, Click Next to Continue
Enter New Mortgage Details
After reviewing the borrower's current mortgage details, it's time to make adjustments to the future mortgage. Edit the name of the loan product, select loan options, and fill in the remaining values.
After Editing, Click Next to Preview
Highlight What's Important
Highlight key comparisons in the Homeowner Strategy. After sharing, this feature works in real-time, allowing your borrower to follow along on their device at home!
Click Different Rows to Highlight Data
Click Clear Highlights to Continue
Record a Video for Your Borrower
Tap the Record button at the top to view an example of what the video intro would look like.
Record a Personalized Video
When the presentation is ready to send, record a quick video for your borrower. Take a minute to explain what they can expect and how they can interact with the presentation.
Example of Video Intro
Share with Borrower
Let's Skip to the Next Open Window
Skip Ahead 12 Hours
Uh Oh...
Looks like you're trying to reach this borrower outside of the TCPA contact window! Luckily the app prevented you from sending the presentation during this time.
Let's Send Your Borrower a Text
Click the message icon at the top to send this script + your presentation to the borrower.
All Set and Ready to Send
Select the method of delivery for the Homeowner Strategy. The app creates a quick script for you and attaches a link to the presentation you just created.
Borrowers Can Ask AI Anything
After the presentation is sent, your borrowers will be able to interact with the presentation by asking questions to our AI chatbot.
Skip Ahead 30 Minutes
Chat With our AI as a Borrower Would
AI Delivers Chat Recap
30 minutes after a borrower engages with the AI chat feature, you will receive a summary of their conversation. This will arrive in the app and highlight key pain points. You'll also receive an email with a PDF of the full transcript to dive deeper into their concerns.
Full Transcript Via Email
(Click to Expand)
AI Summary Via App
(Click to Expand)
Finish Demo
Jump Back To Section:
Build New Homeowner Strategy
Highlight, Record, and Share
AI Chat Function and Summary
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TrustEngine
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Transcript
Try Our App for Yourself!
Prioritize the Most Actionable Opportunities with Just a Few Taps
Take the TrustEngine App for a spin to experience first-hand how easy it is to create meaningful conversations that lead to more incremental loans.
Work Smarter
You Just Got an Immediate Opportunity Notification
Click on the notification to start the demo.
Engagement as Easy as 1, 2, 3…
Each Opportunity is created by analyzing the mortgage data connected to this borrower. Our app then suggests a solution that fits this borrower's needs the best.
Let's Create a Unique Homeowner Strategy
Tap the pencil icon to review and send Maverick's Refinance strategy.
Auto-Populated Data Fields
When creating a new presentation, you'll find the Current Mortgage Details are automatically pulled into the presentation.
After Reviewing, Click Next to Continue
Enter New Mortgage Details
After reviewing the borrower's current mortgage details, it's time to make adjustments to the future mortgage. Edit the name of the loan product, select loan options, and fill in the remaining values.
After Editing, Click Next to Preview
Highlight What's Important
Highlight key comparisons in the Homeowner Strategy. After sharing, this feature works in real-time, allowing your borrower to follow along on their device at home!
Click Different Rows to Highlight Data
Click Clear Highlights to Continue
Record a Video for Your Borrower
Tap the Record button at the top to view an example of what the video intro would look like.
Record a Personalized Video
When the presentation is ready to send, record a quick video for your borrower. Take a minute to explain what they can expect and how they can interact with the presentation.
Example of Video Intro
Share with Borrower
Let's Skip to the Next Open Window
Skip Ahead 12 Hours
Uh Oh...
Looks like you're trying to reach this borrower outside of the TCPA contact window! Luckily the app prevented you from sending the presentation during this time.
Let's Send Your Borrower a Text
Click the message icon at the top to send this script + your presentation to the borrower.
All Set and Ready to Send
Select the method of delivery for the Homeowner Strategy. The app creates a quick script for you and attaches a link to the presentation you just created.
Borrowers Can Ask AI Anything
After the presentation is sent, your borrowers will be able to interact with the presentation by asking questions to our AI chatbot.
Skip Ahead 30 Minutes
Chat With our AI as a Borrower Would
AI Delivers Chat Recap
30 minutes after a borrower engages with the AI chat feature, you will receive a summary of their conversation. This will arrive in the app and highlight key pain points. You'll also receive an email with a PDF of the full transcript to dive deeper into their concerns.
Full Transcript Via Email
(Click to Expand)
AI Summary Via App
(Click to Expand)
Finish Demo
Jump Back To Section:
Build New Homeowner Strategy
Highlight, Record, and Share
AI Chat Function and Summary