Mortgage Coach?

KINDAYou can build the valuable core, but the established product has meaningful operational complexity. Pick one narrow promise for v1.

BUILD FIRST

One specific customer type and one primary use case
A vertical slice that completes the main job without manual workarounds
Visible limits, review steps, and a fallback when an external dependency fails

LEAVE FOR LATER

Broad third-party integrations
High-scale collaboration, syncing, and permissions
Automation that can cause harm without human review

RESEARCH NOTES

What this tool actually does.

Checked 2026-09-06

MortgageCoach by TrustEngine helps loan officers present personalized mortgage scenarios as borrower-facing financial roadmaps, including side-by-side comparisons, charts, shareable presentations, and documented conversations.

SOURCES

RESEARCHED BUILD PROMPT

Give this to your coding agent.

Build a focused borrower-facing mortgage-scenario presentation tool for a licensed loan officer's internal review. Do not copy MortgageCoach or TrustEngine branding, proprietary assets, name, logo, UI, or copy. Let the officer enter two or three loan scenarios with rate, term, down payment, fees, payment, and assumptions; calculate and display side-by-side comparisons with an amortization table and clearly labeled short/long-term totals; add notes, a highlight marker, optional narration placeholder, and a read-only share link. Preserve an audit record of inputs, edits, and what was presented. Include calculation tests and warn that results are estimates requiring professional verification. Out of scope: underwriting, eligibility decisions, live rates, loan origination, compliance certification, Encompass integration, and financial advice. Include a README with formulas, assumptions, data handling, tests, and important limitations.

Visit the official product page