Author Archives: Mortgage Coach

Keller Mortgage deploys Mortgage Coach enterprise-wide to support borrowers with modern mortgage advice and education

OWINGS MILLS, Md. /ScoopCloud/ -- Mortgage Coach, a platform empowering mortgage lenders to educate borrowers with interactive presentations that model home loan performance over time, announced today that Keller Mortgage has made Mortgage Coach available to loan officers enterprise-wide.

Mortgage Coach was implemented to provide Keller Mortgage borrowers with personalized mortgage advice supported by digital home loan presentations that educate them about their home financing options.

Keller Mortgage is the mortgage lending arm of Keller Williams Realty, the world's largest real estate franchise by agent count. The lender prides itself on offering a purchase-focused lending experience that supports fast pre-approvals and positions borrowers and all agents to make strong offers on homes.

Currently, Keller Mortgage offers conventional, FHA, VA, USDA and jumbo lending programs in all 50 U.S. states and the District of Colombia and continues to grow programs and products.

"Keller Mortgage is dedicated to providing borrowers with the world-class service and results for which the Keller Williams brand is internationally renowned," said Dave Smith, president, Keller Home Financial Services. "With Mortgage Coach, our loan officers will be able to better build and communicate mortgage strategies that help borrowers get into the home of their dreams."

"We are proud that Keller Mortgage has selected Mortgage Coach to support its top-tier technology infrastructure, modern lending experience and growth in the mortgage market," said Mortgage Coach President Joe Puthur. "Mortgage Coach's customizable, digital loan presentations change the conversation between a borrower and a loan originator from price to advice, which builds trust and enables lenders to win business in any mortgage market."

About Sales Boomerang and Mortgage Coach:

Sales Boomerang and Mortgage Coach are trusted by more than 300 lenders, including brokers, independent mortgage companies, credit unions and banks to connect borrowers with the right loan at the right time.

Mortgage Coach is an award-winning platform that empowers mortgage lenders to educate borrowers with interactive presentations that model home loan performance over time. The company's side-by-side loan comparisons allow borrowers to make faster, more informed mortgage decisions while enabling lenders to consistently deliver an on-brand, consultative home financing experience that increases borrower pull-through, repeat business and referrals. To learn more, visit https://www.mortgagecoach.com.

Sales Boomerang transformed the relationship between mortgage lenders and borrowers with the introduction of the first automated borrower intelligence system in 2017. The company's intelligent alerts notify lenders as soon as a past customer or prospect is ready and credit-qualified for a loan. As the mortgage industry's #1 borrower retention tool, Sales Boomerang helps lenders build lasting borrower relationships that maximize lifetime customer value. To learn more, visit https://www.salesboomerang.com.

Mortgage Coach, a platform empowering mortgage lenders to educate borrowers with interactive presentations that model home loan performance over time, announced today that Keller Mortgage has made Mortgage Coach available to loan officers enterprise-wide.

Related link: https://mortgagecoach.com/

Mortgage Markets CUSO implements Mortgage Coach to increase mortgage lending engagement at credit unions

IRVINE, Calif. /ScoopCloud/ -- Mortgage Coach, a borrower conversion platform empowering mortgage lenders to educate borrowers with interactive presentations that model home loan performance over time, announced today that Mortgage Markets CUSO, LLC has implemented Mortgage Coach to grow mortgage lending engagement at the credit unions it serves.

A subsidiary of Connecticut-based Finex Credit Union, Mortgage Markets CUSO is a credit union service organization that was founded in 2003 to fulfill credit unions' need for modern, friendly mortgage lending outsourcing. To date, Mortgage Markets CUSO's mortgage lending services are relied on by 15-plus U.S. credit unions including Connecticut State Employees Credit Union and Nutmeg State Financial Credit Union.

Mortgage Markets CUSO will use Mortgage Coach to enhance rule-based marketing campaigns with loan presentations to inspire conversion. Via integration with Mortgage Market CUSO's point of sale (POS) system, Mortgage Coach will automatically generate a Cost of Waiting loan presentation once a lead begins an online mortgage loan application. The Cost of Waiting loan presentation models how rising interest rates and home prices will increase the cost of purchasing a home six months in the future.

"Credit unions typically excel at offering warm service and competitive rates but are often challenged to keep pace with the digital service provided by large lenders," Mortgage Coach President Joe Puthur said. "Our Cost of Waiting presentations help credit unions compete by showing members they are eager to help them with their mortgage, they care about their home financing outcome and they are ready to support the financing process with modern lending technology."

"Mortgage Market CUSO strives to support credit unions with exceptional mortgage service backed by a best-in-class digital experience, and Mortgage Coach helps us deliver this in spades," Mortgage Markets CUSO President Michael Ferraro said. "We look forward to helping our customers grow their mortgage lending divisions with personalized, high-touch technology."

About Mortgage Coach:

Mortgage Coach is an award-winning borrower conversion platform that gives consumers the confidence to transact with educational presentations that model loan performance over time. The company's side-by-side loan comparisons allow borrowers to make faster, more informed mortgage decisions while enabling lenders to consistently deliver an on-brand, consultative home financing experience that increases borrower conversion, repeat business and referrals. To date, more than 140 enterprise independent mortgage banks, depository banks and credit unions rely on Mortgage Coach to deliver personalized, modern service that grows revenue and customer loyalty. To learn more about Mortgage Coach, visit https://www.mortgagecoach.com or follow @MortgageCoach.

About Mortgage Markets CUSO, LLC:

Mortgage Markets CUSO (credit union service organization) is a wholly owned subsidiary of Finex Credit Union operating for the benefit of credit unions and credit union members throughout Connecticut offering FHA, CHFA, VA, USDA and conventional mortgage products. By joining with other credit unions in a cooperative effort, Mortgage Markets CUSO has developed leading edge technology, mortgage expertise, local underwriting and excellent personal service. For more Mortgage Markets CUSO information, please log visit https://mortgagemarketscuso.com/.

Mortgage Coach, a borrower conversion platform empowering mortgage lenders to educate borrowers with interactive presentations that model home loan performance over time, announced today that Mortgage Markets CUSO, LLC has implemented Mortgage Coach to grow mortgage lending engagement at the credit unions it serves.

Related link: https://mortgagecoach.com/

Mortgage Coach promotes Suzanne Duniphin to VP, Customer Experience and David Bowser to VP, Customer Engagement

IRVINE, Calif. /ScoopCloud/ -- Mortgage Coach, a borrower conversion platform empowering mortgage lenders to educate borrowers with interactive presentations that model home loan performance over time, announced the advancement of two of its department directors to vice president-level positions. Suzanne Duniphin was promoted from director of eLearning to VP, customer experience, and David Bowser was promoted from director of account management to VP, customer engagement. In their new roles, Duniphin and Bowser will oversee Mortgage Coach's customer-facing initiatives and services.

Suzanne Duniphin, VP, Customer Experience

Duniphin has a 25-year background in mortgage banking and technology, having previously served as training and documentation manager at Optimal Blue, and in multiple leadership roles at a mortgage consulting firm and independent mortgage lender First Horizon Home Loans. Duniphin joined Mortgage Coach in 2020 as director of eLearning. Now as VP, customer experience, she will oversee all aspects of the Mortgage Coach customer experience - from implementation to launch and user training to ongoing customer support. In this role, she will scale the Mortgage Coach customer experience team to ensure the firm's rapidly expanding customer roster receives white-glove onboarding and training, and that lenders derive the greatest value from their investment in the platform.

David Bowser, VP, Customer Engagement

David Bowser has two decades' experience connecting mortgage lenders with right-fit technology solutions, having held positions at financial services marketing platform Volly and mortgage lending platform ICE Mortgage Technology. Bowser joined Mortgage Coach as director of account management in January of 2021 and was promoted to VP, customer engagement for enhancements to strategic customer communication and growth, which has helped customers better understand the platform's wide range of capabilities. In this new role, Bowser will expand Mortgage Coach's team of customer engagement experts.

"Mortgage Coach has grown by leaps and bounds in recent years with support from Suzanne and David, who have been tireless advocates for our platform and its ability to turn lenders into trusted mortgage advisors," said Mortgage Coach COO Kelli Hodges. "Suzanne and David are excellently equipped to nurture customer success and provide an outstanding customer experience. I am thrilled to have them at the helm of Mortgage Coach's customer-focused teams."

About Mortgage Coach:

Mortgage Coach is an award-winning borrower conversion platform that gives consumers the confidence to transact with educational presentations that model loan performance over time. The company's side-by-side loan comparisons allow borrowers to make faster, more informed mortgage decisions while enabling lenders to consistently deliver an on-brand, consultative home financing experience that increases borrower conversion, repeat business and referrals. To date, more than 120 enterprise independent mortgage banks, depository banks and credit unions rely on Mortgage Coach to deliver personalized, modern service that grows revenue and customer loyalty. To learn more about Mortgage Coach, visit https://www.mortgagecoach.com or follow @MortgageCoach.

Mortgage Coach, a borrower conversion platform empowering mortgage lenders to educate borrowers with interactive presentations that model home loan performance over time, announced the advancement of two of its department directors to vice president-level positions. Suzanne Duniphin was promoted from director of eLearning to VP, customer experience, and David Bowser was promoted from director of account management to VP, customer engagement.

Related link: https://mortgagecoach.com/

Logix Federal Credit Union launches Mortgage Coach to enhance mortgage advisory service for members

IRVINE, Calif. /ScoopCloud/ -- Mortgage Coach, a borrower conversion platform empowering mortgage lenders to educate borrowers with interactive presentations that model home loan performance over time, announced today that Logix Federal Credit Union (Logix) has rolled out Mortgage Coach to enhance the mortgage advisory service it provides to members. Nearly 200 registered mortgage loan officers will use the Mortgage Coach platform to help members understand how various home financing strategies can best fulfill their homeownership goals and build wealth.

Headquartered in Los Angeles County, Logix is reputed as one of the nation's largest and most reliable credit unions. Logix has more than $9 billion in assets and operates branches in service of more than 225,000 members. In keeping with its commitment to investing in financial health and education, Logix offers a comprehensive Financial Wellness program that supports members' with money management and financial planning services to encourage better, smarter financial decisions.

By partnering with Mortgage Coach, Logix has empowered its mortgage lending arm with interactive Total Cost Analysis (TCA) presentations, which educate consumers by modeling home loan performance over time. The partnership will enable Logix loan officers to solidify themselves as trusted mortgage advisors by providing members user-friendly comparisons of lending scenarios to help them make more informed decisions. TCA presentations are personalized, digital and can be shared with borrowers via text, email or Mortgage Coach's mobile app.

"Logix is the financial institution of choice for hundreds of thousands of members because it prioritizes service, education and financial success above all else," Mortgage Coach President Joe Puthur said. "Our TCA presentations will help achieve Logix's commitment to mortgage engagement, experience and education by streamlining each loan officer's ability to provide personalized financial education to every credit union member, increasing homeownership and equity access to everyone they serve."

This service was selected by the Logix management team with intentions to provide greater value to members.

"Mortgage Coach has presented our mortgage lending division at Logix with an incredible opportunity to offer enhanced advisory services to thousands of members," Logix President and CEO Ana Fonseca said. "Mortgage Coach's TCAs will make it easier for our staff to deliver more value to members by helping them consider how their mortgage fits holistically into a broader financial picture."

About Mortgage Coach:

Mortgage Coach is an award-winning borrower conversion platform that gives consumers the confidence to transact with educational presentations that model loan performance over time. The company's side-by-side loan comparisons allow borrowers to make faster, more informed mortgage decisions while enabling lenders to consistently deliver an on-brand, consultative home financing experience that increases borrower conversion, repeat business and referrals. To date, more than 140 enterprise independent mortgage banks, depository banks and credit unions rely on Mortgage Coach to deliver personalized, modern service that grows revenue and customer loyalty. To learn more about Mortgage Coach, visit https://www.mortgagecoach.com or follow @MortgageCoach.

About Logix:

Chartered in 1937, Logix Federal Credit Union offers a full menu of financial services, and surcharge-free access to 30,000 ATMs nationwide. Logix Federal Credit Union is rated "superior" for financial strength, and is the largest credit union headquartered in Los Angeles County, with more than 225,000 members and $9 billion in assets. Logix operates 18 branches in Los Angeles and Ventura counties.

Federally insured by NCUA. Logix is an Equal Housing Lending. NMLS ID 503781. For more information, visit http://www.lfcu.com/.

Mortgage Coach, a borrower conversion platform empowering mortgage lenders to educate borrowers with interactive presentations that model home loan performance over time, announced today that Logix Federal Credit Union (Logix) has rolled out Mortgage Coach to enhance the mortgage advisory service it provides to members.

Related link: https://mortgagecoach.com/

Mortgage Coach and ReverseVision team up to help consumers compare ‘forward’ and reverse mortgage financing options

IRVINE, Calif. /ScoopCloud/ -- Mortgage Coach, a borrower conversion platform empowering mortgage lenders to educate borrowers with interactive presentations that model home loan performance over time, today announced an integration with ReverseVision, a subsidiary of Constellation Mortgage Solutions, Inc., the leading national provider of Home Equity Conversion Mortgage (HECM) and private reverse mortgage sales and origination technology. The integration enables lenders to produce a Reverse Total Cost Analysis (TCA), an interactive presentation that allows loan originators to give consumers side-by-side comparisons of how reverse mortgages perform against forward mortgages over the lifetime of the loan.

According to the National Reverse Mortgage Lenders Association (NRMLA), consumers age 62 and above comprise a significant share of the mortgage market, holding $10.1 trillion in home equity. Yet, HECM and private reverse mortgages, specifically designed to meet the unique financial circumstances of seniors, are rarely presented as options, often due to lender unfamiliarity with the programs.

Mortgage Coach's Reverse TCA enables loan originators to better serve clients with confidence by helping them evaluate whether a forward or reverse mortgage is best suited to meet their homeownership and financial goals. Designed to educate consumers about the conditions of reverse mortgages and illustrate unique features such as flexible disbursement options, the Reverse TCA serves to strengthen borrower trust in loan originators while empowering them with a more comprehensive understanding of their financial options.

Consumers can easily share Reverse TCA presentations with financial advisors and family members via text and email, which allows those involved in the long-term care of borrowers to feel informed and confident.

"For the first time ever, the Reverse TCA is making it possible for tens of thousands of expert forward mortgage advisors to easily, accurately and compliantly compare forward and reverse mortgage options side-by-side," said Mortgage Coach President Joe Puthur. "The solution strengthens lender relationships with qualified clients by modeling home financing options designed for their stage in life while helping loan officers advise clients on the mortgage solution that is right for them."

"This new partnership with Mortgage Coach opens doors for forward mortgage lenders to drive new undiscovered loan revenue and profitability by leveraging the surging home equity market via HECM mortgages," said Stephen Ryczek, president of Constellation Mortgage Solutions. "Lenders can provide an equity loan that provides seniors with a more comfortable retirement without the financial stress of monthly loan repayment."

"For many years, Finance of America Mortgage loan originators have embraced Mortgage Coach TCAs to visually educate our borrowers about all forward mortgage options, helping them select the loan that serves them best from our diverse mortgage product lineup," said Graham Fleming, president of Finance of America. "Similarly, Finance of America has long relied on ReverseVision. With this new integration, we can now uniquely illustrate any reverse mortgage option to help our senior clients flexibly leverage record home equity as they age in place. We look forward to showcasing our full product set, which includes reverse mortgages, to all eligible borrowers, ensuring they receive the best loan program for their overarching homeownership and financial goals."

About Mortgage Coach:

Mortgage Coach is an award-winning borrower conversion platform that gives consumers the confidence to transact with educational presentations that model loan performance over time. The company's side-by-side loan comparisons allow borrowers to make faster, more informed mortgage decisions while enabling lenders to consistently deliver an on-brand, consultative home financing experience that increases borrower conversion, repeat business and referrals. To date, more than 140 enterprise independent mortgage banks, depository banks and credit unions rely on Mortgage Coach to deliver personalized, modern service that grows revenue and customer loyalty. To learn more about Mortgage Coach, visit https://www.mortgagecoach.com or follow @MortgageCoach.

About ReverseVision:

Since 2007, ReverseVision, a subsidiary of Constellation Mortgage Solutions, Inc., has served the industry's top reverse mortgage lenders and 100 percent of all reverse investors, including banks and credit unions, mortgage brokers, and independent mortgage banks. ReverseVision's enterprise HECM mortgage platform and integrations allow its users to seamlessly originate reverse mortgages. ReverseVision's core platform, ReverseVision Exchange (RVX), is comprehensive and proven to automate the entire reverse lending process from Origination through Secondary Marketing to Closing. The company's technology is being successfully leveraged as a springboard that helps lenders get into the reverse space easily and efficiently. For more information, visit https://www.reversevision.com/.

Mortgage Coach, a borrower conversion platform empowering mortgage lenders to educate borrowers with interactive presentations that model home loan performance over time, today announced an integration with ReverseVision, a subsidiary of Constellation Mortgage Solutions, Inc., the leading national provider of Home Equity Conversion Mortgage (HECM) and private reverse mortgage sales and origination technology.

Related link: https://mortgagecoach.com/

Planet Home Lending selects Mortgage Coach to enhance customer experience with educational home loan comparisons

MERIDEN, Conn. /ScoopCloud/ -- Planet Home Lending, LLC, a national mortgage lender and servicer, has selected Mortgage Coach to give loan officers a tool to provide a better customer experience. With Mortgage Coach, mortgage loan originators (MLOs) can offer borrowers modern, consultative service with digital, interactive presentations that illustrate the costs and benefits of mortgage loan products and strategies over time.

This partnership also enables Planet Home Lending to grow its marketing technology (martech) offering to its MLOs.

"Our new partnership with Mortgage Coach allows us to further invest in our talented MLOs with tools to continue providing the highest level of service to potential and existing borrowers," said Caleb Mittelstet, EVP, National Production Distributed Retail Sales. "As the origination market shifts and consumers are reconsidering what type of financing they need, MLOs require the best tools available to answer questions and provide relevant information."

Along with the side-by-side loan comparisons, the Mortgage Coach platform provides a level of transparency that Planet Home Lending can use to improve new business efforts as well as retain current borrowers. The tool is available on desktop and mobile and enables MLOs to educate borrowers and deepen relationships on the road to homeownership.

Having a robust martech offering has allowed Planet Home Lending to continue to grow its distributed retail channel. In the first quarter, the company added seven new branches and 40 MLOs. The company's other customer-focused marketing technology includes applications from TotalExpert, BombBomb, HomeBot, MBS Highway and Blend.

"Putting Mortgage Coach into the hands of the first-rate mortgage professionals at Planet Home Lending elevates their ability to serve borrowers across the country by helping them attain their homeownership and financial dreams," said Mortgage Coach President Joe Puthur. "We are excited to embark on this journey with Planet Home Lending, and we know it will be a lasting and fruitful relationship."

About Planet Home Lending, LLC

Planet Home Lending, LLC, Meriden, Connecticut, (NMLS #17022) is a national mortgage lender and servicer delivering exceptional customer experiences to American homeowners and homebuyers. It is an approved originator and servicer for FHA, VA and USDA, as well as a Freddie Mac and Fannie Mae Seller/Servicer, a full Ginnie Mae Issuer and approved sub-servicer and a Standard & Poor's Global Ratings- and Fitch Ratings-rated special and prime residential servicer. Planet Home Lending, LLC, has been assigned a corporate family rating by Moody's Investors Service viewable at www.moodys.com. Its correspondent division offers a full suite of government, agency and niche home loans. Planet Home Lending, LLC is also a special servicer managing diverse investor portfolios. Its customized servicing solutions maximize asset recovery and optimize performance through active management at the portfolio and loan levels. Planet Home Lending, LLC is an Equal Housing Lender. For more information about Planet Home Lending, LLC, please visit https://planethomelending.com. For more information about Planet Home Lending's Correspondent offerings, please visit https://phlcorrespondent.com.

About Mortgage Coach:

Mortgage Coach is an award-winning borrower conversion platform that gives consumers the confidence to transact with educational presentations that model loan performance over time. The company's side-by-side loan comparisons allow borrowers to make faster, more informed mortgage decisions while enabling lenders to consistently deliver an on-brand, consultative home financing experience that increases borrower conversion, repeat business and referrals. To date, more than 130 enterprise independent mortgage banks, depository banks and credit unions rely on Mortgage Coach to deliver personalized, modern service that grows revenue and customer loyalty. To learn more about Mortgage Coach, visit https://mortgagecoach.com/ or follow @MortgageCoach.

About Planet Financial Group, LLC:

Planet Financial Group, (PFG) LLC, Meriden, Conn., is a fully integrated family of companies delivering innovative origination, servicing, and asset management solutions. Through this synergistic ecosystem of products, services, and technologies, PFG provides best-in-class experiences for investors pursuing value maximization and borrowers seeking streamlined end-to-end loan lifecycle support. PFG is the parent of Planet Home Lending, LLC and Planet Management Group, LLC, which also does business under the name Planet Renovation Capital.

Planet Home Lending, LLC, a national mortgage lender and servicer, has selected Mortgage Coach to give loan officers a tool to provide a better customer experience. With Mortgage Coach, mortgage loan originators (MLOs) can offer borrowers modern, consultative service with digital, interactive presentations that illustrate the costs and benefits of mortgage loan products and strategies over time.

Related link: https://mortgagecoach.com/

Mortgage Coach lauded as HousingWire 2022 Tech100 honoree

IRVINE, Calif. /ScoopCloud/ -- Mortgage Coach, a borrower conversion platform empowering mortgage lenders to educate borrowers with interactive presentations that model home loan performance over time, today announced it has been named to HousingWire's (HW) 2022 Tech100 Mortgage list. Now in its tenth year, the HW Tech100 awards program honors the most innovative and impactful companies serving mortgage lenders and real estate professionals.

Mortgage Coach was recognized by HousingWire for enabling lenders to compliantly deliver on-brand, home financing advice to borrowers at scale. Relied on by more than 130 enterprise credit unions, depository banks and independent mortgage banks, Mortgage Coach's interactive loan comparisons provide education and transparency into the home financing process that increases borrower conversion and loyalty.

"As the only program in the industry that highlights tech innovation, Tech100 is truly a special honor for these organizations that span across every aspect of the housing economy," said HW Media Editor in Chief Sarah Wheeler. "These companies are continuing to raise the bar in supporting a more efficient, accessible and sustainable housing economy and each year continues to be more competitive than the last."

"At Mortgage Coach, we equip lenders with information-rich mortgage presentations that promote borrower satisfaction and best-case home financing outcomes," said Mortgage Coach President Joe Puther. "I am truly proud of the incredible borrower engagement and conversion our clients experience with Mortgage Coach - results that have earned us this esteemed recognition from HousingWire."

About Mortgage Coach:

Mortgage Coach is an award-winning borrower conversion platform that gives consumers the confidence to transact with educational presentations that model loan performance over time. The company's side-by-side loan comparisons allow borrowers to make faster, more informed mortgage decisions while enabling lenders to consistently deliver an on-brand, consultative home financing experience that increases borrower conversion, repeat business and referrals. To date, more than 130 enterprise independent mortgage banks, depository banks and credit unions rely on Mortgage Coach to deliver personalized, modern service that grows revenue and customer loyalty.

To learn more about Mortgage Coach, visit https://mortgagecoach.com/ or follow @MortgageCoach.

Mortgage Coach, a borrower conversion platform empowering mortgage lenders to educate borrowers with interactive presentations that model home loan performance over time, today announced it has been named to HousingWire's (HW) 2022 Tech100 Mortgage list.

Related link: https://mortgagecoach.com/

Mortgage Coach enhances integration with Black Knight’s Surefire to support lenders with mortgage education that helps convert borrowers at scale

IRVINE, Calif. /ScoopCloud/ -- Mortgage Coach, a borrower conversion platform empowering mortgage lenders to educate borrowers with interactive presentations that model home loan performance over time, today announced an enhanced integration with Surefire, Black Knight's customer relationship management (CRM) and marketing automation software designed specifically for the mortgage lending industry. The enhancement enables lenders to execute marketing campaigns that help convert borrowers at scale with Mortgage Coach Total Cost Analysis (TCA)-embedded marketing content.

Surefire is Black Knight's CRM and mortgage marketing engine that helps lenders of all sizes win new business, earn repeat business and generate referral business. Through Surefire's integration with Mortgage Coach, TCA-enriched, text- and email-marketing content that engages borrowers with interactive loan comparisons is now available to mutual customers in Surefire's creative asset library. The integration also enables lenders to leverage Surefire's marketing automation capabilities to build TCA-enriched content into prospect, nurture and Client for Life workflows, as well as deploy targeted campaigns on a one-off basis.

"Combining Mortgage Coach's TCAs with Surefire's intelligent marketing workflows equips lenders to engage borrowers at any stage in the homeownership lifecycle with the education they crave via their communication channel of choice," said Mortgage Coach President Joe Puthur. "Empowering borrowers to compare the merits of multiple financial products positions loan originators as highly trusted advisors that can provide counsel, not just pricing."

"Our integration with Mortgage Coach allows Surefire users to seamlessly engage prospects with valuable education on how the type of loan they select impacts their financial outcome - information they may not have seen before," said Erik Enright, Managing Director of Surefire CRM and Mortgage Marketing for Black Knight. "We are excited about this integration that makes it easy for loan officers to provide personalized lending education."

The release of TCA-enriched creative content builds upon Mortgage Coach's existing integration with Surefire, which enables lenders to generate TCAs prefilled with borrowers' current loan and financial data from Surefire's dashboard. Currently, lenders can generate seven types of TCA comparisons in Surefire, including the purchase power analysis, move-up analysis and annual mortgage review.

About Mortgage Coach

Mortgage Coach is an award-winning borrower conversion platform that gives consumers the confidence to transact with educational presentations that model loan performance over time. The company's side-by-side loan comparisons allow borrowers to make faster, more informed mortgage decisions while enabling lenders to consistently deliver an on-brand, consultative home financing experience that increases borrower conversion, repeat business and referrals. To date, more than 120 enterprise independent mortgage banks, depository banks and credit unions rely on Mortgage Coach to deliver personalized, modern service that grows revenue and customer loyalty. To learn more about Mortgage Coach, visit https://www.mortgagecoach.com or follow @MortgageCoach.

RELATED LINKS:
https://www.topofmind.com/

Mortgage Coach, a borrower conversion platform empowering mortgage lenders to educate borrowers with interactive presentations that model home loan performance over time, today announced an enhanced integration with Surefire, Black Knight's customer relationship management (CRM) and marketing automation software designed specifically for the mortgage lending industry.

Related link: https://mortgagecoach.com/

Mortgage Coach expands partnership with NAMMBA to grow diversity, equity and inclusion in housing finance

IRVINE, Calif. /ScoopCloud/ -- Mortgage Coach, a borrower conversion platform empowering mortgage lenders to educate borrowers with interactive presentations that model home loan performance over time, has expanded its relationship with the National Association of Minority Mortgage Bankers of America (NAMMBA). Through the partnership, Mortgage Coach and NAMMBA will develop material educating lenders on strategies that can improve homeownership affordability for borrowers. Mortgage Coach will also work collaboratively with NAMMBA to cultivate greater racial and gender diversity among mortgage industry leadership.

As part of its expanded partnership, Mortgage Coach is providing NAMMBA members who are exploring careers in the housing finance industry with access to its interactive technology platform, which illustrates the costs and benefits of home lending programs given borrowers' financial scenarios. Additionally, Mortgage Coach has pledged the use of its platform to support NAMMBA's consultative services that help lenders better communicate with and meet the housing needs of communities and has pledged to continue advocating for policies and practices that reduce the minority homeownership divide.

"As a technology platform and a corporate culture, Mortgage Coach is aligned with NAMMBA's mission of cultivating a more diverse housing finance workforce and strengthening engagement with underserved communities through improved homeownership outcomes," said NAMMBA Founder and CEO Tony Thompson, CMB. "I look forward to growing NAMMBA's impact with the partnership of Mortgage Coach."

Mortgage Coach is a long-time supporter of NAMMBA's initiatives. At NAMMBA's inaugural conference in 2018, Mortgage Coach President Joe Puthur spoke on the topics of improving access to homeownership and borrower education. Since then, both Puthur and Mortgage Coach Founder and CEO Dave Savage were designated NAMMBA Visionaries for volunteering executive mentorship and industry education to women college students and college students of color pursuing careers in housing finance.

"Mortgage Coach is passionate about helping build a diverse community of housing finance professionals and helping underserved communities build generational wealth with improved financing outcomes," said Mortgage Coach President Joe Puthur. "We are dedicated to equipping mortgage lenders with technology and education to help underserved consumers benefit from homeownership. For example, Total Cost Analysis presentations that instantly model the impact of reducing monthly mortgage payments with Fannie RefiNow or Freddie Refi Possible loans and Mortgage Coach's Spanish-language borrower education each help NAMMBA's crucial industry mission succeed."

About Mortgage Coach:

Mortgage Coach is an award-winning borrower conversion platform that gives consumers the confidence to transact with educational presentations that model loan performance over time. The company's side-by-side loan comparisons allow borrowers to make faster, more informed mortgage decisions while enabling lenders to consistently deliver an on-brand, consultative home financing experience that increases borrower conversion, repeat business and referrals. To date, more than 120 enterprise independent mortgage banks, depository banks and credit unions rely on Mortgage Coach to deliver personalized, modern service that grows revenue and customer loyalty. To learn more about Mortgage Coach, visit https://www.mortgagecoach.com or follow @MortgageCoach.

About NAMMBA:

The National Association of Minority Mortgage Bankers of America is a purpose-driven organization that is dedicated to the inclusion of minorities and women in the mortgage industry who are advocates for sustainable homeownership in local communities. To fulfill its mission, NAMMBA provides programs and initiatives to introduce minorities and women into the mortgage industry, including recruiting, advisory, networking and training for enterprises and individual professionals. For more information, visit: https://www.nammba.org/.

Mortgage Coach, a borrower conversion platform empowering mortgage lenders to educate borrowers with interactive presentations that model home loan performance over time, has expanded its relationship with the National Association of Minority Mortgage Bankers of America (NAMMBA).

Related link: https://mortgagecoach.com/

Mortgage Coach unveils redesigned website

IRVINE, Calif. /ScoopCloud/ -- Mortgage Coach, a borrower conversion platform empowering mortgage lenders to educate borrowers with interactive presentations that model home loan performance over time, has announced the launch of a newly designed website. The website redesign offers visitors an enhanced user experience featuring immersive brand exploration opportunities and an enriched library of lender resources.

"After many months of development, we are thrilled to debut the website, which reflects our commitment to helping lenders of all stripes earn customer loyalty with modern, technology-supported consultative service," said Mortgage Coach VP, Marketing, Shannon Baldwin. "The redesign better showcases the strength of our platform, the success of our customers and the source of our ongoing motivation - empowering borrowers to attain the best mortgage outcome for their financial and homeownership goals."

"We invite everyone to visit the new website, explore our award-winning Total Cost Analysis presentations, watch lender success stories, tour insightful blogs from CEO and thought leader Dave Savage and immerse themselves in the value of taking the 'Coach Approach' to helping people achieve their homeownership dreams," continued Baldwin.

The refreshed website makes it easier for lenders, real estate professionals and homeowners to locate valuable information about how Mortgage Coach helps solve their unique challenges. An enhanced library of free educational resources is available to help lenders build lasting borrower relationships with personalized mortgage advice. The Top Producer Insights page features video interviews where successful lending professionals - including top-U.S. loan originator Shant Banosian - share how they use Mortgage Coach to attract leads, win borrower business and generate referrals. The website also features on-demand training to help Mortgage Coach users at all levels optimize the platform.

Additionally, in many prominent areas, including the homepage, images of superusers were used instead of stock photos to celebrate the vibrant community of mortgage professionals who use Mortgage Coach to help borrowers attain their homeownership goals.

Coming just days after Philadelphia-based private-equity firm LLR Partners announced its investment in Mortgage Coach, the refreshed website is the company's first step in a series of interface and product enhancements designed to bring more value to the lenders it serves.

Mortgage Coach is relied on by over 130 enterprise credit unions, depository banks and independent mortgage banks - including 8 of the top-10 independent mortgage banks - to improve borrower conversion and reduce price exceptions with valuable home financing education. Through dozens of technology integrations, Mortgage Coach helps make it possible for lenders to compliantly deliver on-brand, consultative lending services to borrowers at scale.

To view the new Mortgage Coach website, visit https://mortgagecoach.com/.

About Mortgage Coach:

Mortgage Coach is an award-winning borrower conversion platform that gives consumers the confidence to transact with educational presentations that model loan performance over time. The company's side-by-side loan comparisons allow borrowers to make faster, more informed mortgage decisions while enabling lenders to consistently deliver an on-brand, consultative home financing experience that increases borrower conversion, repeat business and referrals. To date, more than 130 enterprise independent mortgage banks, depository banks and credit unions rely on Mortgage Coach to deliver personalized, modern service that grows revenue and customer loyalty. To learn more about Mortgage Coach, visit https://www.mortgagecoach.com or follow @MortgageCoach.

Mortgage Coach, a borrower conversion platform empowering mortgage lenders to educate borrowers with interactive presentations that model home loan performance over time, has announced the launch of a newly designed website. The website redesign offers visitors an enhanced user experience featuring immersive brand exploration opportunities and an enriched library of lender resources.

Related link: https://mortgagecoach.com/

Mortgage Coach promotes Jacob Gibbs to VP, Technology and Shannon Baldwin to VP, Marketing

IRVINE, Calif. /ScoopCloud/ -- Mortgage Coach, a borrower conversion platform empowering mortgage lenders to educate borrowers with interactive presentations that model home loan performance over time, announced the promotion of two of its department directors to vice president-level positions. Jacob Gibbs was promoted from Director of Technology to VP, Technology, and Shannon Baldwin was promoted from Director of Marketing to VP, Marketing. These advancements are a direct result of Gibbs' and Baldwin's exceptional leadership in their respective departments.

Gibbs joined Mortgage Coach 15 years ago and is now responsible for leading the development team, managing partner integrations, administering both local and network technology infrastructure, and overseeing Mortgage Coach's support team that serves 15,000 subscribers. With valuable experience in both mortgage underwriting and lending technologies, Gibbs is perfectly equipped to help lenders better serve their borrowers by empowering them with the digital tools to help them choose the best mortgage loan for their needs.

Prior to joining Mortgage Coach, Baldwin led marketing and events for Optimal Blue for 13 years. Baldwin was tapped by Mortgage Coach as director of marketing one year ago, and in that time she has proven her expertise in all mortgage marketing functions including brand strategy, digital marketing, web content and design, internal and external communications and event planning. As VP of marketing, Baldwin will oversee the development of Mortgage Coach's communication strategies and identify effective brand-building opportunities.

"Jacob's tech-forward mindset and Shannon's creative approach to mortgage marketing have been central to the Mortgage Coach mission of helping lenders enable people of all financial backgrounds to attain homeownership through smart mortgage strategies," said Mortgage Coach President Joe Puthur. "They have both brought immense value to our business and partners, and I am very proud to have them as a part of our team."

About Mortgage Coach:

Mortgage Coach is an award-winning borrower conversion platform that gives consumers the confidence to transact with educational presentations that model loan performance over time. The company's side-by-side loan comparisons allow borrowers to make faster, more informed mortgage decisions while enabling lenders to consistently deliver an on-brand, consultative home financing experience that increases borrower conversion, repeat business and referrals. To date, more than 120 enterprise independent mortgage banks, depository banks and credit unions rely on Mortgage Coach to deliver personalized, modern service that grows revenue and customer loyalty.

To learn more about Mortgage Coach, visit https://www.mortgagecoach.com or follow @MortgageCoach.

Twitter: @MortgageCoach #mortgage

Mortgage Coach, a borrower conversion platform empowering mortgage lenders to educate borrowers with interactive presentations that model home loan performance over time, announced the promotion of two of its department directors to vice president-level positions. Jacob Gibbs was promoted from Director of Technology to VP, Technology, and Shannon Baldwin was promoted from Director of Marketing to VP, Marketing.

Related link: https://mortgagecoach.com/

Mortgage Coach president Joe Puthur lauded as National Mortgage Professional 2021 40 Under 40 honoree

IRVINE, Calif. /ScoopCloud/ -- Mortgage Coach, a borrower conversion platform empowering mortgage lenders to educate borrowers with interactive presentations that model home loan performance over time, today announced that President Joe Puther was selected as a 2021 40 Under 40 winner by National Mortgage Professional (NMP) Magazine. The annual NMP 40 Under 40 awards highlight 40 outstanding mortgage professionals under the age of 40 whose innovative strategies and leadership are shaping the housing industry.

Puthur has a long history of developing technology solutions that push the boundaries of what software can do for mortgage lenders and the consumers they serve. Since joining Mortgage Coach in 2009, Puthur has led the firm's evolution from a desktop loan modeling program used by thousands of top-performing loan officers to an enterprise, sales enablement platform used by 120+ independent mortgage banks, depository banks and credit unions, including 7 of the top 10 retail mortgage lenders.

Over the past 18 months, Puthur has led an extraordinary push to scale the Mortgage Coach platform and enable easy integration with any mortgage lender tech stack. Today, Mortgage Coach has dozens of native integrations, which have helped hundreds of thousands of consumers make more educated home purchase decisions this year alone. Recent integration partnerships include ICE Mortgage Technology, First American Title, Sales Boomerang, LoanSense and HomeBinder.

"Joe's professional excellence and effective leadership are attributable to a rare combination of qualities that have transformed Mortgage Coach as a technology and an organization under his leadership," said Mortgage Coach Co-founder and CEO Dave Savage. "He's a brilliant technologist, a keen businessman and a mortgage expert. But it's his inquisitiveness and genuine care for people that set him apart as a leader."

"Joe's passion for empowering people to achieve their financial goals through homeownership has guided his development of Mortgage Coach as a platform that enables lenders to bring borrowers' financial opportunities to life on a world-class technology platform," continued Savage. "He has been critical to the success of Mortgage Coach and our clients."

The full list of 40 Under 40 honorees can be viewed in the December edition of National Mortgage Professional Magazine at https://nationalmortgageprofessional.com/.

About Mortgage Coach:

Mortgage Coach is an award-winning borrower conversion platform that gives consumers the confidence to transact with educational presentations that model loan performance over time. The company's side-by-side loan comparisons allow borrowers to make faster, more informed mortgage decisions while enabling lenders to consistently deliver an on-brand, consultative home financing experience that increases borrower conversion, repeat business and referrals. To date, more than 120 enterprise independent mortgage banks, depository banks and credit unions rely on Mortgage Coach to deliver personalized, modern service that grows revenue and customer loyalty.

To learn more about Mortgage Coach, visit https://www.mortgagecoach.com or follow @MortgageCoach.

Mortgage Coach, a borrower conversion platform empowering mortgage lenders to educate borrowers with interactive presentations that model home loan performance over time, today announced that President Joe Puther was selected as a 2021 40 Under 40 winner by National Mortgage Professional (NMP) Magazine.

Related link: https://mortgagecoach.com/

Mortgage Coach announces integration with ICE Mortgage Technology enabling lenders to deliver accurate loan comparisons

IRVINE, Calif. /ScoopCloud/ -- Mortgage Coach, a borrower conversion platform empowering mortgage lenders to educate borrowers with interactive presentations that model home loan performance over time, today announced an advanced integration with ICE Mortgage Technology™, part of Intercontinental Exchange, Inc. (NYSE: ICE), a leading global provider of data, technology and market infrastructure. Mortgage Coach has leveraged Encompass® Developer Connect™ APIs (application programming interfaces) so lenders can deliver information-rich Total Cost Analysis (TCA) loan comparison data to borrowers automatically and easily.

The Mortgage Coach platform helps lenders engage borrowers in the home financing process with digital TCA presentations that deliver an interactive comparison of how mortgage strategies perform over time. The integration enables lenders to instantly generate accurate and compliant TCA presentations for every loan record managed in Encompass via a secure, single sign-on user experience.

Mortgage Coach is the inaugural "borrower conversion" solution available through the ICE Mortgage Technology Marketplace, which is used by thousands of mortgage lenders who use Encompass as their loan origination system (LOS) to increase borrower commitment.

Guaranteed Rate, one of America's top-five retail mortgage lenders, is the first to leverage the enhanced Mortgage Coach integration with ICE Mortgage Technology's Developer Connect APIs.

"Guaranteed Rate typically builds its own technology and partners with only a small set of elite innovators such as ICE Mortgage Technology and Mortgage Coach," said Paul Anastos, chief innovation officer at Guaranteed Rate. "We understand that innovative technology enables our team to provide consumers with an unparalleled home financing experience. For years, Mortgage Coach TCAs have helped our team deepen engagement with homebuyers with easy-to-follow home financing advice. Mortgage Coach's partnership with ICE Mortgage Technology will make it easier than ever for our loan originators to meet the long-term financial goals of our clients."

"Mortgage Coach is committed to earning borrower confidence through transparency and education. Lenders convert that confidence into repeat transactions, referrals, and lifetime brand loyalty at scale, capturing every fundable opportunity," said company President Joe Puthur. "Our partnership with ICE Mortgage Technology enables any lender leveraging Encompass to add access to the benefits of our TCA platform. This innovation provides a new simple method to help millions of additional borrowers make a more confident and informed mortgage decision."

About Mortgage Coach:

Mortgage Coach is an award-winning borrower conversion platform that gives consumers the confidence to transact with educational presentations that model loan performance over time. The company's side-by-side loan comparisons allow borrowers to make faster, more informed mortgage decisions while enabling lenders to consistently deliver an on-brand, consultative home financing experience that increases borrower conversion, repeat business and referrals. To date, more than 120 enterprise independent mortgage banks, depository banks and credit unions rely on Mortgage Coach to deliver personalized, modern service that grows revenue and customer loyalty. To learn more about Mortgage Coach, visit https://www.mortgagecoach.com or follow @MortgageCoach.

About Intercontinental Exchange:

Intercontinental Exchange, Inc. (NYSE: ICE) is a Fortune 500 company that designs, builds and operates digital networks to connect people to opportunity. We provide financial technology and data services across major asset classes that offer our customers access to mission-critical workflow tools that increase transparency and operational efficiencies. We operate exchanges, including the New York Stock Exchange, and clearing houses that help people invest, raise capital and manage risk across multiple asset classes. Our comprehensive fixed income data services and execution capabilities provide information, analytics and platforms that help our customers capitalize on opportunities and operate more efficiently. At ICE Mortgage Technology, we are transforming and digitizing the U.S. residential mortgage process, from consumer engagement through loan registration. Together, we transform, streamline and automate industries to connect our customers to opportunity.

Trademarks of ICE and/or its affiliates include Intercontinental Exchange, ICE, ICE block design, NYSE and New York Stock Exchange. Information regarding additional trademarks and intellectual property rights of Intercontinental Exchange, Inc. and/or its affiliates is located here. Key Information Documents for certain products covered by the EU Packaged Retail and Insurance-based Investment Products Regulation can be accessed on the relevant exchange website under the heading "Key Information Documents (KIDS)."

Safe Harbor Statement under the Private Securities Litigation Reform Act of 1995 -- Statements in this press release regarding ICE's business that are not historical facts are "forward-looking statements" that involve risks and uncertainties. For a discussion of additional risks and uncertainties, which could cause actual results to differ from those contained in the forward-looking statements, see ICE's Securities and Exchange Commission (SEC) filings, including, but not limited to, the risk factors in ICE's Annual Report on Form 10-K for the year ended December 31, 2020, as filed with the SEC on February 4, 2021.

About ICE Mortgage Technology:

ICE Mortgage Technology combines technology, data and expertise to help automate the mortgage process, from consumer engagement through loan registration, and every step and task in between. ICE Mortgage Technology is the leading cloud-based loan origination platform provider for the mortgage industry, with solutions that enable lenders to originate more loans, lower origination costs, and reduce the time to close, all while ensuring high levels of compliance, quality and efficiency. Visit https://www.icemortgagetechnology.com or call (877) 355-4362 to learn more.

Mortgage Coach, a borrower conversion platform empowering mortgage lenders to educate borrowers with interactive presentations that model home loan performance over time, today announced an advanced integration with ICE Mortgage Technology™, part of Intercontinental Exchange, Inc. (NYSE: ICE), a leading global provider of data, technology and market infrastructure.

Related link: https://mortgagecoach.com/

Mortgage Coach executive Kelli Hodges honored with National Mortgage Professional’s 2021 Mortgage Lending’s Women of Inspiration award

IRVINE, Calif. /ScoopCloud/ -- Mortgage Coach, a borrower conversion platform empowering mortgage lenders to educate borrowers with interactive presentations that model home loan performance over time, today announced that chief operations officer (COO) Kelli Hodges has been named a 2021 Mortgage Lending's Women of Inspiration award recipient by National Mortgage Professional Magazine. The annual awards program honors women leaders in the mortgage industry who spark inspiration via mentorship, professional accomplishment and thought leadership.

Hodges was honored for applying her 20 years' mortgage technology and operational expertise at Mortgage Coach, where she has helped hundreds of lenders meet the unique financial needs of millions of homeowners. Since joining Mortgage Coach in 2017, she has played a vital role in expanding the firm's connectivity with the digital mortgage ecosystem by more than doubling its partnership integrations. Additionally, Hodges has boosted internal efficiency through process optimization and fostered high employee retention while growing the company with top talent by promoting a work culture in which employees feel empowered to make a difference and grow professionally.

"Kelli's leadership and intelligence have been vital to Mortgage Coach's ability to bake financial education and highly-personalized advice into the home financing process, which in turn yields increased conversion and customer retention for lenders," said Mortgage Coach President Joe Puthur. "I applaud her professional achievements and commend her on an honor well-deserved."

The full list of Mortgage Lending's Women of Inspiration honorees can be viewed in the November edition of National Mortgage Professional Magazine on https://nationalmortgageprofessional.com/.

About Mortgage Coach:

Mortgage Coach is an award-winning borrower conversion platform that gives consumers the confidence to transact with educational presentations that model loan performance over time. The company's side-by-side loan comparisons allow borrowers to make faster, more informed mortgage decisions while enabling lenders to consistently deliver an on-brand, consultative home financing experience that increases borrower conversion, repeat business and referrals.

To date, more than 120 enterprise independent mortgage banks, depository banks and credit unions rely on Mortgage Coach to deliver personalized, modern service that grows revenue and customer loyalty.

To learn more about Mortgage Coach, visit https://www.mortgagecoach.com or follow @MortgageCoach.

Mortgage Coach, a borrower conversion platform empowering mortgage lenders to educate borrowers with interactive presentations that model home loan performance over time, today announced that chief operations officer (COO) Kelli Hodges has been named a 2021 Mortgage Lending's Women of Inspiration award recipient by National Mortgage Professional Magazine.

Related link: https://mortgagecoach.com/

Mortgage Coach integration with First American Title empowers consumers with greater insight into title fees during the loan selection process

IRVINE, Calif. /ScoopCloud/ -- Mortgage Coach, a borrower conversion platform empowering mortgage lenders to educate borrowers with interactive presentations that model home loan performance over time, today announced its integration with First American Title Insurance Company, a leading provider of title insurance and settlement services and the largest subsidiary of First American Financial Corporation (NYSE: FAF). The integration enables lenders to incorporate title fees into custom Total Cost Analysis (TCA) presentations, providing consumers with greater insight into their closing costs.

Mortgage Coach enables lenders to provide a consultative home financing experience using digital TCA presentations that deliver accurate, actionable financial advice and compare the performance of mortgage loans over time. The platform's connectivity with lenders' tech stacks allows loan originators to automatically generate and send custom TCA presentations to borrowers via email, text or Mortgage Coach's native mobile app. The integration with First American Title makes it possible to import exact title fees - including lenders' title insurance, recording, Escrow service and borrower closing service fees - into TCA presentations.

First Tech Credit Union (First Tech) is the first to leverage Mortgage Coach's integration with First American Title. According to First Tech Vice President of Mortgage Lending Bill Bolton, "Mortgage Coach TCAs have been pivotal to providing our member family with modern, personalized home financing service that helps them achieve their financial dreams. Using Mortgage Coach's integration with First American Title to provide exact insight into title fees during the loan selection process demonstrates our commitment to member education and uncompromising service."

"When lenders couple consultative education with greater insight into loan fees, consumers feel empowered to make milestone financial decisions with confidence," said Mortgage Coach President Joseph Puthur. "By providing additional insight into closing costs, Mortgage Coach's integration with First American Title helps lenders provide an elevated level of service that will keep customers coming back for life."

"Mortgage Coach's use of our API is a prime example of how First American Title can create efficiencies for our lender customers, while also simplifying the home-buying process for buyers and sellers," said Jim Dulle, senior vice president and managing director with First American Title's Direct Division. "We're committed to developing and deploying innovative technologies that help improve the process of buying and selling real estate for all the parties involved."

Mortgage Coach customers who would like to activate the First American Title integration should contact their customer success representative.

About Mortgage Coach:

Mortgage Coach is an award-winning borrower conversion platform that gives consumers the confidence to transact with educational presentations that model loan performance over time. The company's side-by-side loan comparisons allow borrowers to make faster, more informed mortgage decisions while enabling lenders to consistently deliver an on-brand, consultative home financing experience that increases borrower conversion, repeat business and referrals. To date, more than 120 enterprise independent mortgage banks, depository banks and credit unions rely on Mortgage Coach to deliver personalized, modern service that grows revenue and customer loyalty. To learn more about Mortgage Coach, visit https://www.mortgagecoach.com or follow @MortgageCoach.

About First American Title:

First American Title, the largest subsidiary of First American Financial Corporation (NYSE: FAF), traces its history to 1889. One of the largest title insurers in the nation, the company offers title services through its direct operations and an extensive network of agents throughout the United States and abroad. First American Title provides comprehensive title insurance coverage and professional services for real estate purchases, construction, refinances and equity loans. For more information, visit www.firstam.com/title.

About First American:

First American Financial Corporation (NYSE: FAF) is a leading provider of title insurance, settlement services and risk solutions for real estate transactions that traces its heritage back to 1889. First American also provides title plant management services; title and other real property records and images; valuation products and services; home warranty products; banking, trust and wealth management services; and other related products and services. With total revenue of $7.1 billion in 2020, the company offers its products and services directly and through its agents throughout the United States and abroad. In 2021, First American was named to the Fortune 100 Best Companies to Work For(r) list for the sixth consecutive year. More information about the company can be found at https://www.firstam.com/.

Mortgage Coach, a borrower conversion platform empowering mortgage lenders to educate borrowers with interactive presentations that model home loan performance over time, today announced its integration with First American Title Insurance Company, a leading provider of title insurance and settlement services and the largest subsidiary of First American Financial Corporation (NYSE: FAF).

Related link: https://mortgagecoach.com/

Mortgage Coach and Sales Boomerang accelerate lead conversion with personalized Total Cost Analysis loan presentations for every managed borrower

IRVINE, Calif. /ScoopCloud/ -- Mortgage Coach, the borrower conversion platform empowering mortgage lenders to deliver clear mortgage advice and lending education with the interactive Total Cost Analysis (TCA) loan comparison, today announced an integration with Sales Boomerang, the mortgage industry's top-rated automated borrower intelligence and retention system. The integration helps convert leads identified with Sales Boomerang's opportunity alerts by enabling lenders to automatically generate accurate TCA presentations that are highly relevant to consumers' housing finance needs.

Sales Boomerang monitors customer databases on behalf of lenders to identify exactly when a prospect or past customer is ready for a new loan. By combining market intelligence - for example, factors such as interest rate changes, improved credit scores and home listings - with mortgage lenders' credit underwriting preferences, Sales Boomerang notifies lenders of high-relevancy loan opportunities. Now, through the integration with Mortgage Coach, every Sales Boomerang opportunity alert from any managed contact record automatically includes a tailored Mortgage Coach TCA that can be used in any form of client or marketing outreach.

With a single touch, loan originators can further personalize the generated loan comparison with video narration from any device, enabling professionals to instantly illustrate all benefits relevant to the borrower. This targeted, proactive loan product positioning leads to a measurable increase in speed of lead decision, selection of more profitable loan scenarios and improved committed loan conversion rates.

Centennial Bank helped shape the Mortgage Coach integration with Sales Boomerang as a trusted depository looking to increase mortgage market share across existing clients. According to Centennial Bank Mortgage Division President Keith Little, "Each month Sales Boomerang proactively identifies hundreds of people within our database who we can now help with a mortgage. By pairing that borrower intelligence with Mortgage Coach's TCA presentations, we now have an automated way of crafting highly personalized lending proposals that illustrate the financial benefits of homeownership, furthering our commitment to provide all our banking customers with long-term mortgage advice and easier access to superior lending services."

"Clearly articulating the specific benefit of a relevant, personalized lending program to newly triggered leads inspires trust and confidence that makes them more likely to transact," said Mortgage Coach President Joe Puthur. "This special innovation with Sales Boomerang gives lenders a fully automated method of providing transparent lending options at the most influential time - well before typical point-of-sale interactions occur. The integration empowers lenders to transform alert-prompted outreach into a consultative conversation by addressing a borrower's needs with the illustrated benefits of lending programs tailored to their specific financial circumstances."

"Our borrower intelligence delivers on ROI promises by excelling at identifying when a borrower is ready to transact," said Sales Boomerang CEO Alex Kutsishin. "Together, Sales Boomerang and Mortgage Coach enable lenders to deliver unparalleled proactive advice to people based on data, creating immediate sales influence for countless new loan options before the borrower is even shopping."

About Mortgage Coach:

Mortgage Coach is the only platform that allows mortgage lenders to create digital and accurate home loan comparisons for consumers. With the Total Cost Analysis presentation, lenders can create a multi-option comparison, offering the borrower a more personalized digital experience. This level of transparency has revolutionized the rate quoting and pricing process allowing borrowers to make faster, more informed mortgage decisions and ultimately, increase production and pipeline conversion for lenders of any size. For more information on how to start using borrower education as a competitive advantage, please visit http://www.mortgagecoach.com/.

About Sales Boomerang:

Sales Boomerang transformed the relationship between mortgage lenders and borrowers with the introduction of the first automated borrower intelligence system in 2017. The company's intelligent alerts notify lenders as soon as a past customer or prospect is ready and credit-qualified for a loan. As the mortgage industry's #1 borrower retention tool, Sales Boomerang is trusted by more than 150 lenders - including brokers, independent mortgage companies, credit unions and banks - to help build lasting borrower relationships that maximize lifetime customer value.

To date, Sales Boomerang alerts have enabled lenders to close more than $150 billion in additional loan volume that would have otherwise been overlooked and achieve customer retention rates that outperform industry norms by an average of 3-5X. To learn more about Sales Boomerang and its No Borrower Left Behind(tm) ethos, visit https://www.salesboomerang.com.

About Centennial Bank:

Centennial Bank, a Home Bancshares (NASDAQ: HOMB) company, is a full-service financial institution with branches in Florida, Arkansas, Alabama and New York and $15 Billion in total assets. For more information, please visit https://www.my100bank.com/. Centennial Bank, Member FDIC, Equal Housing Lender, NMLS #466091, All loans are subject to credit and property approval.

Mortgage Coach, the borrower conversion platform empowering mortgage lenders to deliver clear mortgage advice and lending education with the interactive Total Cost Analysis (TCA) loan comparison, today announced an integration with Sales Boomerang, the mortgage industry's top-rated automated borrower intelligence and retention system.

Related link: https://mortgagecoach.com/

Mortgage Coach and HomeBinder partner to engage homeowners in actively managing home financing across the homeownership lifecycle

IRVINE, Calif. /ScoopCloud/ -- Mortgage Coach, the mortgage industry's leading platform enabling lenders to create digital and accurate home loan options for consumers, today announced an integration with HomeBinder, a centralized home management platform that keeps homeowners connected with mortgage lenders, Realtors and other authorized professionals. Powered by Mortgage Coach's Total Cost Analysis (TCA) presentations, the integration enables homeowners to compare refinance and home equity scenarios directly from the HomeBinder home management portal.

Mortgage lenders partnering with HomeBinder provide homeowners with a complimentary digital home management platform, or HomeBinder, upon closing of the loan. HomeBinder communicates with homeowners on behalf of the lender, centralizing all aspects of home management such as maintenance reminders, document storage, appliance recalls and home value. The integration with Mortgage Coach enables homeowners to compare how their current mortgage would perform against a standard refinance and a cash-out refinance at 15- and 30-year terms with the trusted insight and accuracy of Mortgage Coach TCAs. Through the integration, homeowners are also empowered with an interactive financial modeling experience. For instance, homeowners can adjust variables to see how applying additional money toward their monthly principal would shorten the length of their mortgage and save money on interest.

To help loan originators keep borrowers engaged in the home financing process over time, rule-based automation prompts HomeBinder to periodically invite homeowners to review their financing with a refreshed Mortgage Coach TCA illustrating how much money they could save by taking advantage of current interest rates. Additionally, loan originators can proactively engage homeowners by uploading custom TCA comparisons into the client's HomeBinder, allowing them to demonstrate the benefit of a future transaction or reinvestment.

"Educating borrowers inspires a level of trust that translates into increased conversion and borrower referrals, and automation ensures every fundable opportunity has a differentiating mortgage advice presentation," said Mortgage Coach President Joe Puthur. "This depth of integration allows lenders and depositories to create millions of HomeBinders that now include the proven transparency and influence of our TCA experience."

"Celebrity Home Loans is committed to matching each customer with the perfect mortgage for their needs, providing education and delivering value every step of the way," said Celebrity Home Loans Chief Strategy Officer Danny Horanyi. "The integration between Mortgage Coach and HomeBinder helps us honor our promise to empower customers long after closing."

"Our true north is providing homeowners a singular hub for managing all aspects of their home - and one important facet is financing," said HomeBinder Chief Strategy Officer Pete Paglia. "Integrating with Mortgage Coach helps keep homeowners engaged with lenders long after closing by introducing the concept of maintaining and improving not just the home itself, but also the home loan."

Mortgage Coach powered lenders and individual members can learn more about activating the HomeBinder integration by visiting https://www.mortgagecoach.com/homebinder or contacting their customer success representative.

About Mortgage Coach:

Mortgage Coach is the only platform that allows mortgage lenders to create digital and accurate home loan comparisons for consumers. With the Total Cost Analysis presentation, lenders can create a multi-option comparison, offering the borrower a more personalized digital experience. This level of transparency has revolutionized the rate quoting and pricing process allowing borrowers to make faster, more informed mortgage decisions and ultimately, increase production and pipeline conversion for lenders of any size. For more information on how to start using borrower education as a competitive advantage, please visit https://www.mortgagecoach.com.

About HomeBinder:

HomeBinder is a home management platform that makes maintaining a home's value easy while improving relationships between homeowners and the businesses that serve them. Unlike traditional leave-behinds like business cards and refrigerator magnets, HomeBinder maintains an ongoing digital connection with homeowners as they manage their data, documents and relationships over time. Founded in 2015, HomeBinder is a venture-backed Techstars Boston '19 company headquartered in Burlington, Massachusetts. For more information, visit https://pages.homebinder.com/.

Mortgage Coach, the mortgage industry's leading platform enabling lenders to create digital and accurate home loan options for consumers, today announced an integration with HomeBinder, a centralized home management platform that keeps homeowners connected with mortgage lenders, Realtors and other authorized professionals.

Related link: http://mortgagecoach.com/

Mortgage Coach introduces integration with LoanSense to help federal student loan holders become homeowners and increase purchase power

CORONA, Calif. /ScoopCloud/ -- Mortgage Coach, the industry's leading platform enabling mortgage lenders to create digital and accurate home loan options for consumers, today announced its partnership with LoanSense, an online student loan advisor that helps federal student loan holders enroll in affordable repayment and forgiveness plans. The partnership equips mortgage lenders to help homebuyers with high monthly federal student loan payments achieve better home financing outcomes by enrolling in federal student loan Income Driven Repayment (IDR) plans and Public Service Loan Forgiveness (PSLF).

Despite strong incomes and credit scores, many of the 42.9 million Americans with federal student loan debt are either denied home financing or have reduced home purchasing power because they have higher debt-to-income ratios (DTIs) due to student loans. Many mortgage lenders and consumers do not know about federal IDR plans, which can substantially reduce monthly student loan burden for borrowers of every income level and for borrowers who carry student debt and did not graduate.

Mortgage Coach's partnership with LoanSense gives lenders access to a purchasing power calculator that determines how much borrowers' monthly student loan payments can be reduced - and how much their home purchasing power can be increased - through enrollment in an IDR plan. Once borrower eligibility is determined, loan originators can electronically refer borrowers who would benefit from enrolling in an IDR plan to LoanSense, where they will receive assistance navigating the complexities of correctly completing and submitting their IDR application. Upon IDR plan enrollment, LoanSense notifies lenders so they may resume the home financing process with increased purchase power, which can be accessed in as little as three weeks.

LoanSense also helps eligible consumers correctly enroll in PSLF, which discharges remaining federal student loan debt after 10 years of full-time employment in public service.

Alongside each LoanSense purchasing power calculation, Mortgage Coach generates a Rent vs. Own Total Cost Analysis (TCA), which compares the costs and equity gains of renting, owning and owning a more valuable home with increased purchase power over time. The instant accurate illustration of the borrower's adjusted monthly student loan burden and mortgage benefits is a first-of-its-kind innovation, giving lenders the ability to educate and support borrowers making homeownership more accessible.

"Addressing the barrier student loans present to homeownership is part of Mortgage Coach's ongoing and relentless effort to equip lenders with data and technology benefits to better serve their communities with more home financing options," said Mortgage Coach President Joe Puthur. "The impact of reducing a borrower's student loan payment by a few hundred dollars a month can be life-altering. It could mean $50,000 more for a better school district, an extra bedroom or closer proximity to employment."

"LoanSense is a mission-driven organization committed to helping improve the financial outcomes with our unique technology for the millions of Americans in student loan debt," said LoanSense Founder and CEO Catalina Kaiyoorawongs. "A home is 80% of the average American's wealth at retirement and delaying access to student-debt burdened borrowers will have major socio-economic impacts. We are pleased to integrate and partner with Mortgage Coach, who is equally committed to improving financial and homeownership outcomes for all prospective borrowers."

"The LoanSense integration is available to any Mortgage Coach member, including our Broker Edition subscribers," added Kelli Hodges, COO of Mortgage Coach. "Everyone on the homeownership journey and every professional we serve should have access to this path of more affordable financing."

About Mortgage Coach

Mortgage Coach is the industry's leading platform that allows mortgage lenders to create digital and accurate home loan comparisons for consumers. With the Total Cost Analysis presentation, lenders can create a multi-option comparison, offering the borrower a more personalized digital experience. This level of transparency has revolutionized the rate quoting and pricing process allowing borrowers to make faster, more informed mortgage decisions and ultimately, increase production and pipeline conversion for lenders of any size. For more information on how to start using borrower education as a competitive advantage, please visit http://www.mortgagecoach.com/.

About LoanSense

LoanSense is a student loan digital advisor. Seventy-one percent of those filing into federal loan programs unknowingly commit errors and get rejected from loan forgiveness costing them thousands of dollars. With LoanSense, borrowers get matched to the best federal loan repayment plan and get payments counted towards loan forgiveness, saving them thousands of dollars. For more information, visit http://www.myloansense.com/ or follow LoanSense on LinkedIn, Facebook, and Twitter.

Twitter: @MortgageCoach @LoanSenseapp #studentloans #homeownership

Mortgage Coach, the industry's leading platform enabling mortgage lenders to create digital and accurate home loan options for consumers, today announced its partnership with LoanSense, an online student loan advisor that helps federal student loan holders enroll in affordable repayment and forgiveness plans.

Related link: http://mortgagecoach.com/

Mortgage Coach COO Kelli Hodges honored as 2021 HW Insiders award recipient

CORONA, Calif. /ScoopCloud/ -- Mortgage Coach, the industry's leading platform that enables mortgage lenders to create digital and accurate home loan options for consumers, today announced that chief operations officer (COO) Kelli Hodges has been named a 2021 HW Insiders award honoree by HousingWire. Now in its sixth year, the HW Insiders award program honors housing finance professionals who are "operational all-stars" vital to their company's success.

Hodges was recognized for organizational leadership at Mortgage Coach that has enabled the cutting-edge borrower education and sales enablement platform to rapidly scale in recent years. Transformation initiatives introduced by Hodges - including reorganizing Mortgage Coach's training and customer success teams and building out a robust network of partner integrations - have increased customer adoption and elevated customer retention to an astounding 99.8%. In addition to creating a top-shelf experience for Mortgage Coach customers, Hodges has fostered high employee retention as the de facto head of human resources and improved internal operations by introducing and relaunching productivity-enhancing software.

"Kelli's ability to lead with experience and intelligence has helped Mortgage Coach seamlessly scale to serve our expanding customer base while enhancing our platform with functionalities and partnerships that deliver increased value for mortgage lenders," said Mortgage Coach President Joe Puthur. "I can't speak highly enough for the success that she's been able to help us create. So much of it is attributable to her unmatched talent and leadership."

"We first met Kelli while collaborating on an integration years ago and were blown away by her talent as a process improver and her rare combination of business and technological acumen," said Dave Savage, co-founder and CEO of Mortgage Coach. "We are thrilled that she is now an integral part of the Mortgage Coach leadership team and are proud of the important contributions she has made."

"During a fast-paced and tumultuous year for mortgage lenders, Kelli Hodges' operational leadership enabled Mortgage Coach to deliver in spades for its lender customers by bolstering partner integrations and enhancing the customer success experience," said Clayton Collins, CEO at HW Media. "Her dedication to helping lenders earn borrower confidence as a consultative partner in the housing finance experience exemplifies what it means to be a HW Insider."

About Mortgage Coach

Mortgage Coach is the leading platform that allows mortgage lenders to create digital and accurate home loan comparisons for consumers. With the Total Cost Analysis presentation, lenders can create a multi-option comparison, offering the borrower a more personalized digital experience. This level of transparency has revolutionized the rate quoting and pricing process allowing borrowers to make faster, more informed mortgage decisions and ultimately, increase production and pipeline conversion for lenders of any size. For more information on how to start using borrower education as a competitive advantage, please visit http://www.mortgagecoach.com/.

About HousingWire

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Mortgage Coach, the industry's leading platform that enables mortgage lenders to create digital and accurate home loan options for consumers, today announced that chief operations officer (COO) Kelli Hodges has been named a 2021 HW Insiders award honoree by HousingWire.

Related link: http://mortgagecoach.com/

Mortgage Coach adds debt consolidation strategies in Total Cost Analysis to educate consumers on finance options using home equity

CORONA, Calif. /ScoopCloud/ -- Mortgage Coach, the only platform enabling mortgage lenders to create digital and accurate home loan options for consumers, today announced its addition of detailed debt consolidation strategies in the Total Cost Analysis (TCA) presentation, allowing loan originators to educate consumers on lower interest debt repayment options as peaking home equity values offer household cashflow relief.

According to Q1 data from the Federal Reserve, there is $21 trillion in U.S. home equity and about $4.6 trillion in non-mortgage consumer debt such as credit cards, auto loans and college loans, with revolving and student debt having risen during the period of pandemic job loss. At the same time, mortgage rates remain at historic lows.

Mortgage lenders use the Mortgage Coach platform nationwide to create millions of multi-option loan comparisons annually. Each personalized TCA presentation is delivered to the borrower via digital link by way of email or text, offering the borrower a custom digital experience and an opportunity to make a thoroughly informed decision on their home loan. The added Mortgage Coach debt consolidation illustrations enable loan originators to easily review detailed consolidation scenarios within a borrower's Total Cost Analysis presentation, including comparisons between a mortgage without debt consolidation, a mortgage consolidating all consumer liabilities, and a mortgage with partial debt consolidation, offering both short- and long-term views of interest savings and cashflow impact.

"One of the more powerful items in a Mortgage Coach debt consolidation strategy is showing the borrower alternatives for how to apply funds they'd otherwise be spending on debts," said Finance of America President Bill Dallas. "Using Mortgage Coach to present a debt consolidation strategy supports our commitment to helping people make informed decisions about borrowing and their most important life purchases."

Mortgage lenders currently using Mortgage Coach will find its easy-to-understand debt consolidation strategies intuitive for their borrowers from its clearly labeled call-out position on the Total Cost Analysis summary.

From the debt consolidation call-out short-term tab, the borrower has a view into interest savings by consolidating debt based on selected time parameters and can drill into how costs such as mortgage insurance have been calculated via informational windows on each strategy, allowing comparison of the total cost of each option against each other and net savings for those new options.

In the long-term section, lenders can change metrics for any time horizon aligning with borrower goals such as planning for children's college in five years, planning retirement in 15 years, or other life event planning allowing borrowers to align their goals with metrics meaningful to their particular financial needs.

"We are pleased to unveil this innovation at a time when rising home equity offers many borrowers relief from high-interest consumer debt or lingering student debt," said Mortgage Coach President Joseph Puthur. "Any lender and borrower can now easily explore refinance options leveraging home equity strategies to pay off consumer debt at historically low rates, while maintaining a manageable mortgage. Understanding how best to put home equity to use is simple and accurate for anyone with this addition to our Total Cost Analysis."

About Mortgage Coach

Mortgage Coach is the only platform that allows mortgage lenders to create digital and accurate home loan comparisons for consumers. With the Total Cost Analysis presentation, lenders can create a multi-option comparison, offering the borrower a more personalized digital experience. This level of transparency has revolutionized the rate quoting and pricing process allowing borrowers to make faster, more informed mortgage decisions and ultimately, increase production and pipeline conversion for lenders of any size. For more information on how to start using borrower education as a competitive advantage, please visit https://mortgagecoach.com/.

Mortgage Coach, the only platform enabling mortgage lenders to create digital and accurate home loan options for consumers, today announced its addition of detailed debt consolidation strategies in the Total Cost Analysis (TCA) presentation, allowing loan originators to educate consumers on lower interest debt repayment options as peaking home equity values offer household cashflow relief.

Related link: http://mortgagecoach.com/

Mortgage Coach Platform to Integrate with Tavant’s AI-Powered Digital Lending Platform for an End-To-End Seamless Experience

IRVINE, Calif. /ScoopCloud/ -- Mortgage Coach, a software as service technology provider of the industry leading Total Cost Analysis, today announced an integration between the Mortgage Coach platform and Tavant FinXperience - Retail platform. This integration creates a seamless connection between the two technologies, enabling the direct, automatic transfer of data and information for mutual customers of FinXperience - Retail and Mortgage Coach.

FinXperience - Retail is a suite of user experiences and companion mobile applications for loan originators within mortgage lenders and is one of the core components of Tavant's VELOX suite. The Mortgage Coach Total Cost Analysis (TCA), offers loan originator's a competitive advantage in delivering a high-touch, digital experience that analyzes the total cost of loan options over the life of mortgage loan. Through simple, yet innovative use of charts and graphs, the modern loan originator coaches the homebuyer in understanding all of the imperative components of selecting the right loan option for the home buyer's unique financial goals.

"With the contracting market, lenders are looking for new and better ways to secure clients, and Mortgage Coach's TCA has proven to be that differentiator," said Joe Puthur, President of Mortgage Coach. "We're excited to be working with Tavant to position more originators as expert consultants and help their borrowers make better, more educated decisions."

"Tavant is excited to deliver this integration to our common customers delivering to them faster time to market and immediate interoperability, thereby, serving the prospective borrower on one side of the equation and the loan originator on the other side of the equation in a seamless connected ecosystem," said Mohammad Rashid, head of consumer lending practice for Tavant.

About Mortgage Coach:

The Mortgage Coach suite of enterprise online and mobile applications enhance the conversation between the borrower, mortgage professional, and Realtor, enabling a confident mortgage decision. Thousands of banks and lenders rely on Mortgage Coach to turn borrower education into a competitive advantage. With Mortgage Coach technology, financial and real estate professionals provide clearly illustrated mortgage options with detailed financials, charts, video narration, and live updates on any device, ensuring an informed home loan choice. Learn more about Mortgage Coach, please visit http://mortgagecoach.com/.

About Tavant Technologies:

Headquartered in Santa Clara, California, Tavant Technologies is a digital products and platforms company that provides impactful results to its customers across North America, Europe, and Asia-Pacific. Founded in 2000, the company employs over 2,500 people and is a recognized top employer. Tavant is creating an AI-powered intelligent lending enterprise by reimagining customer experiences, driving operational efficiencies and improving collaboration. Follow Tavant on LinkedIn and Twitter.

IRVINE, Calif., Oct. 25, 2017 (SEND2PRESS NEWSWIRE) -- Mortgage Coach, a software as service technology provider of the industry leading Total Cost Analysis, today announced an integration between the Mortgage Coach platform and Tavant FinXperience - Retail platform. This integration creates a seamless connection between the two technologies, enabling the direct, automatic transfer of data and information for mutual customers of FinXperience - Retail and Mortgage Coach.

Related link: http://mortgagecoach.com/