Mortgage Coach Review 2026: Total Cost Analysis Tool
Updated February 2026
Overview
Mortgage Coach provides interactive Total Cost Analysis (TCA) presentations that help loan officers visually compare loan scenarios for borrowers. It's both a sales tool and a retention tool, keeping you positioned as the trusted advisor.
Best for: Loan officers who use education-based selling and want professional visual tools to present loan scenarios and build long-term client relationships.
Key Features
- ✓Total Cost Analysis presentations
- ✓Interactive loan comparisons
- ✓Borrower-facing visuals
- ✓Rent vs. buy calculators
- ✓Refinance analysis
- ✓Agent co-branding
- ✓CRM integrations
Pricing
Mortgage Coach pricing is around $49-99/month per user depending on the plan and team size.
Pros
- +Powerful visual presentations
- +Helps win more business upfront
- +Good for education-based selling
- +Professional borrower materials
Cons
- –More of a sales tool than pure retention
- –Requires effort to use consistently
- –Limited automation compared to Homebot
- –Not a monitoring/alert system
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Alternatives to Mortgage Coach
Homebot
Any loan officer who wants to stay top-of-mind with past clients through automated, value-adding home wealth reports.
Total Expert
Enterprise lenders and large broker shops that want an all-in-one marketing, CRM, and retention platform with compliance features.
Sales Boomerang
Loan officers and teams with a large past client database who want to be the first call when a borrower is ready for a new transaction.