TrustEngine announces enhanced integration between MortgageCoach and Encompass(R) by ICE. PR Newswire Real-Time, AI workflows and assisted Borrower Advice Now Embedded into LOS WASHINGTON, June 2, 2026 /PRNewswire/ - TrustEngine, a leading incubator of solutions that build trust and lift conversions in the mortgage process, today announced significant enhancements to the integration between its MortgageCoach proprietary borrower presentation platform and Encompass(R) by ICE. The new enhancements will automate and accelerate the creation of mortgage scenarios, increasing loan officer productivity and conversion while demystifying mortgage choices for borrowers. These scenarios, which once took up to an hour to create, can now be generated in seconds. MortgageCoach is the industry's leading borrower presentation platform used by thousands of loan officers and lending organizations nationwide. It is designed to help loan officers clearly communicate loan options, demonstrate financial impact and guide borrowers to confident decisions. With the update, a loan officer (LO) can now generate a personalized MortgageCoach Loan Comparison for borrowers directly within Encompass using live loan data, eliminating manual entry and the need to toggle between systems. The solution delivers a dynamic, side-by-side comparison of loan options that illustrates the short- and long-term financial impact of each scenario, helping borrowers clearly understand tradeoffs and make more confident decisions. These comparisons are the basis of guided conversations between the borrower and the LO. Additionally, LO's can create a short video to explain options with annotation features to prepare the borrower prior to a conversation. Once a decision is made, the LO can create a single MortgageCoach Loan Presentation for the borrower's records. The enhanced integration represents a shift from disconnected usage to embedded workflow. Instead of building presentations manually, loan officers can now create and review auto-generated strategies - such as downpayment options and/or points options for purchase loans or term optimization for refinances. Additional enhancements include: * Logic to automate scenario creation and recommendations. * Embedded AI loan officer assistant with chat summaries that surface borrower insights and key conversation takeaways. * In-app presentation tools, including video messaging, customizable layouts and visual callouts to highlight key borrower considerations. * Real-time data connectivity with Encompass to dynamically generate and update borrower strategies. * Enhanced fee handling with improved categorization aligned with compliance requirements, including Reg Z.

NAMB expands broker toolkit with MortgageCoach access to boost borrower engagement. May 18, 2026 Partnership with trustEngine aims to help brokers strengthen client relationships and identify repeat business opportunities Mortgage brokers will gain expanded access to borrower-facing technology and actionable insights designed to improve origination performance and client engagement under a new partnership between the National Association of Mortgage Brokers (NAMB) and TrustEngine. The collaboration extends tools across a nationwide network of mortgage professionals, giving NAMB members access to MortgageCoach, TrustEngine's flagship platform, which is widely used by LOs and lenders to present loan options, illustrate financial impact and guide borrowers through mortgage decisions. According to the organizations, the partnership is intended to equip brokers with technology and actionable insights to strengthen client relationships, improve the borrower experience, and support long-term business growth. MortgageCoach enables brokers to present multiple loan scenarios in a clear, visual format designed to help borrowers better understand the financial implications of each option and differentiate their service in a competitive market. The platform is also intended to support more informed borrower decisions by improving transparency in the loan process. In addition to borrower-facing presentations, TrustEngine said its platform incorporates data-driven insights and automation tools that help brokers identify opportunities within their existing client base, including potential refinance candidates and repeat buyers, and engage them with targeted outreach at the right time. Get the NMP Daily Essential stories, every weekday. "This partnership represents a significant example of our commitment to equipping members with the tools and resources they need to thrive in an increasingly competitive marketplace," said Kimber White, president of NAMB. "TrustEngine's market authority aligns closely with our goal to support brokers through education, advocacy, and forward-thinking solutions." TrustEngine CEO Bob Jennings said the company's platform is designed to improve how mortgage professionals communicate with borrowers. "MortgageCoach was built to help loan officers have better conversations with borrowers - ones rooted in clarity, trust, and genuine financial guidance," Jennings said. "Together with NAMB, we're putting that capability in the hands of even more professionals who are committed to serving their clients." The organizations said the partnership combines NAMB's broker network with TrustEngine's technology platform to help mortgage professionals enhance borrower engagement, improve origination performance and compete more effectively in the market.