Frequently Asked Questions
Can I see Mortgage Coach NextGen first-hand before buying?
Does the Individual LO Edition come with full AI functionality?
Is the Individual LO Edition available for desktop and mobile?
Can I create all types of Homeowner Strategies (including TCAs) in the Individual LO Edition?
What integrations come with the Individual LO Edition?
Are Opportunities included in the Individual LO Edition?
As a returning user, will I be able to restore my templates?
Can I upgrade my subscription from monthly to annual?
Will I retain any of my existing data if I upgrade from the monthly to the annual subscription?
Can I see Mortgage Coach NextGen first-hand before buying?
Yes!
We have created an interactive product walk-through that will allow you to experience first-hand key product functionality In just a few minutes, you will be able to:
- Experience first-hand key product functionality
- Learn about the significance of each product feature
- Walk through a day in the life of an Uncommon Loan Officer, and see how Mortgage Coach NextGen helps each step of the way
Launch Interactive Walk-Through
If you would like to schedule a live demo, we offer them exclusively to potential Enterprise and Small Teams customers. To get in touch about a Small Teams or Enterprise deal, click the link below!
https://trustengine.com/lets-connect/
https://trustengine.com/lets-connect/
Does the Individual LO Edition come with full AI functionality?
Yes!
All editions of Mortgage Coach NextGen, including the Individual LO Edition, are fully equipped with our powerful AI.
Just a few of the productivity-boosting features you have access to with our built-in AI:
- Encourage your borrowers to ask questions and explore "what if" scenarios at their own pace, at their own preferred time
- Get quick AI summaries to identify customer needs and suggest the next action to help close the deal
- Dig deeper into the full transcript of your borrowers' interactions with the AI chat bot in order to prepare for your next call with them
- Consult AI for best ways to describe more complex options to your customers
Try Our AI for Yourself!
Is the Individual LO Edition available for desktop and mobile?
Yes!
Mortgage Coach NextGen is available both on desktop and mobile. We have apps for both Android and Apple devices.
Respond to your customers in real-time no matter where your busy schedule takes you -- while waiting for a coffee, playing golf with your friends, or taking your kinds to a basketball game.
Then pick up on desktop when you're creating more complex homeowner strategies or presenting to your customers.
Can I create all types of Homeowner Strategies (including TCAs) in the Individual LO Edition?
Yes!
You can unleash your creativity in educating your customers about the best loan options by creating different types of Homeowner Strategies in Mortgage Coach NextGen's Individual LO Edition.
We have curated a few short videos recorded by everyday Mortgage Coach users illustrating different ways they leverage Homeowner Strategies to win more business.
Watch Customer Experiences
What integrations come with the Individual LO Edition?
With the Individual LO edition, you will have access to the following integrations:
Homebot
LoanSense
Jungo
Homebinder
While Mortgage Coach NextGen has 30+ integrations, the majority of those are available for Enterprise and Small Teams customers.
If you'd like to take advantage of our Encompass, Optimal Blue, nCino and many other integrations, please consider upgrading your subscription to a Small Teams or Enterpise account.
Inquire About an Upgrade
Are Opportunities included in the Individual LO Edition?
No
Unfortunately, the Opportunites functionality is available only in the Enterprise edition of Mortgage Coach NextGen.
To qualify for an Enterprise edition, you will need to commit to an annual subscription for at least 20 Loan Officer seats. If you'd like to explore that route, please schedule a time with one of our team members.
Inquire About an Upgrade
As a returning user, will I be able to restore my templates?
Yes!
We're so happy to hear you're considering returning to our growing community of Mortgage Coaches!
Yes, in most cases, our Support team should be able to recover your data and move your existing templates from your legacy account to your new Mortgage Coach NextGen.
For more information on this process, feel free to reach out to our Support team.
Contact Support
Can I upgrade my subscription from monthly to annual?
Yes!
We're so happy to hear you're considering upgrading to an annual subscription!
Please contact our Support team for assistance in upgrading your subscription.
Contact Support
Wondering about your data?
Will I retain any of my existing data if I upgrade from the monthly to the annual subscription?
Will I retain any of my existing data if I upgrade from the monthly to the annual subscription?
Yes!
We're so happy to hear you're considering upgrading to an annual subscription!
Fret no more! Our Support team will be able to assist you in keeping our data and templates when you move from a monthly to an annual subscription.
Contact Support
Dillon's FAQ for Individual LO Signup Page
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Frequently Asked Questions
Can I see Mortgage Coach NextGen first-hand before buying?
Does the Individual LO Edition come with full AI functionality?
Is the Individual LO Edition available for desktop and mobile?
Can I create all types of Homeowner Strategies (including TCAs) in the Individual LO Edition?
What integrations come with the Individual LO Edition?
Are Opportunities included in the Individual LO Edition?
As a returning user, will I be able to restore my templates?
Can I upgrade my subscription from monthly to annual?
Will I retain any of my existing data if I upgrade from the monthly to the annual subscription?
Can I see Mortgage Coach NextGen first-hand before buying?
Yes!
We have created an interactive product walk-through that will allow you to experience first-hand key product functionality In just a few minutes, you will be able to:
Launch Interactive Walk-Through
If you would like to schedule a live demo, we offer them exclusively to potential Enterprise and Small Teams customers. To get in touch about a Small Teams or Enterprise deal, click the link below!
https://trustengine.com/lets-connect/
https://trustengine.com/lets-connect/
Does the Individual LO Edition come with full AI functionality?
Yes!
All editions of Mortgage Coach NextGen, including the Individual LO Edition, are fully equipped with our powerful AI.
Just a few of the productivity-boosting features you have access to with our built-in AI:
Try Our AI for Yourself!
Is the Individual LO Edition available for desktop and mobile?
Yes!
Mortgage Coach NextGen is available both on desktop and mobile. We have apps for both Android and Apple devices.
Respond to your customers in real-time no matter where your busy schedule takes you -- while waiting for a coffee, playing golf with your friends, or taking your kinds to a basketball game.
Then pick up on desktop when you're creating more complex homeowner strategies or presenting to your customers.
Can I create all types of Homeowner Strategies (including TCAs) in the Individual LO Edition?
Yes!
You can unleash your creativity in educating your customers about the best loan options by creating different types of Homeowner Strategies in Mortgage Coach NextGen's Individual LO Edition.
We have curated a few short videos recorded by everyday Mortgage Coach users illustrating different ways they leverage Homeowner Strategies to win more business.
Watch Customer Experiences
What integrations come with the Individual LO Edition?
With the Individual LO edition, you will have access to the following integrations:
Homebot
LoanSense
Jungo
Homebinder
While Mortgage Coach NextGen has 30+ integrations, the majority of those are available for Enterprise and Small Teams customers.
If you'd like to take advantage of our Encompass, Optimal Blue, nCino and many other integrations, please consider upgrading your subscription to a Small Teams or Enterpise account.
Inquire About an Upgrade
Are Opportunities included in the Individual LO Edition?
No
Unfortunately, the Opportunites functionality is available only in the Enterprise edition of Mortgage Coach NextGen.
To qualify for an Enterprise edition, you will need to commit to an annual subscription for at least 20 Loan Officer seats. If you'd like to explore that route, please schedule a time with one of our team members.
Inquire About an Upgrade
As a returning user, will I be able to restore my templates?
Yes!
We're so happy to hear you're considering returning to our growing community of Mortgage Coaches!
Yes, in most cases, our Support team should be able to recover your data and move your existing templates from your legacy account to your new Mortgage Coach NextGen.
For more information on this process, feel free to reach out to our Support team.
Contact Support
Can I upgrade my subscription from monthly to annual?
Yes!
We're so happy to hear you're considering upgrading to an annual subscription!
Please contact our Support team for assistance in upgrading your subscription.
Contact Support
Wondering about your data?
Will I retain any of my existing data if I upgrade from the monthly to the annual subscription?
Will I retain any of my existing data if I upgrade from the monthly to the annual subscription?
Yes!
We're so happy to hear you're considering upgrading to an annual subscription!
Fret no more! Our Support team will be able to assist you in keeping our data and templates when you move from a monthly to an annual subscription.
Contact Support