Enterprise Sales Manager

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.

TrustEngine has announced AI-powered enhancements to its MortgageCoach platform, enabling loan officers to create personalised borrower presentations in under 30 seconds. The mortgage technology company's new features allow users to generate complete presentations through natural language input, voice commands or document uploads. The platform offers three workflows: natural language input with cross-device drafting, document upload for counter-strategy presentations, and guided templates for structured scenarios. MortgageCoach is used by loan officers to communicate loan options and guide borrowers through decision-making. According to CEO Bob Jennings, the enhancements democratise sophisticated presentation capabilities across all experience levels. The updates aim to improve borrower understanding and engagement whilst maintaining consistency across presentations. TrustEngine develops solutions for the mortgage industry, serving thousands of loan professionals nationwide.

TrustEngine announces ai-powered enhancements to MortgageCoach, transforming how loan officers build borrower presentations. PR Newswire Today at 6:30am PDT WASHINGTON, May 4, 2026 /PRNewswire/ - TrustEngine, a leading incubator of solutions that build trust and lift conversions in the mortgage process, today announced a new suite of AI-driven enhancements to its MortgageCoach platform. These enhancements fundamentally change how loan officers create and deliver borrower presentations. The latest capabilities enable loan officers to generate fully structured, personalized borrower strategies in seconds, using natural language, voice input or existing documents. The new AI enhancements remove the traditional friction associated with building mortgage scenarios, allowing loan officers to go from a blank screen to a complete borrower presentation in under 30 seconds. MortgageCoach is widely used by loan officers and lenders to clearly communicate loan options, illustrate financial impact and guide borrowers to confident decisions. These new capabilities extend that mission by making high-quality, consultative presentations instantly accessible to every loan officer, regardless of experience level. Historically, building a comprehensive borrower presentation required time, expertise and manual input. With these enhancements, MortgageCoach introduces a flexible, AI-powered creation experience with three distinct workflows: * Natural language input - Loan officers can simply type notes or speak a borrower scenario into their phone and instantly generate a full presentation. Drafting sessions carry over seamlessly between mobile and desktop, allowing loan officers to start a presentation on one device and finish it on another without the interruption. * Document or screenshot upload - Users can upload competitor fee sheets, call transcripts or spreadsheets to automatically create a counter-strategy presentation. * Guided templates - A Mad Lib-style interface helps structure borrower strategies with speed and consistency. "By combining speed and flexibility, these enhancements allow every loan officer to produce the same kind of sophisticated borrower presentations associated with top performers," said Bob Jennings, CEO of TrustEngine. "That quality and consistency drive better borrower understanding, stronger engagement and ultimately better outcomes for lenders." About TrustEngine TrustEngine is a leading incubator of solutions that build trust and lift conversions in the mortgage process. Its signature solution, MortgageCoach is the industry's leading borrower advice and origination performance solution used by thousands of loan professionals and lenders nationwide. It powers the Mortgage Affordability Comparison that helps loan officers present mortgage options clearly and consistently, allowing borrowers to understand the financial impact of each scenario and make more confident decisions. By combining data, automation and visual advice tools directly within the origination workflow, TrustEngine helps lenders deliver more transparent, compliant, and effective mortgage experiences. For more information, visit trustengine.com SOURCE TrustEngine This is a paid placement. For further inquiries, please contact PR Newswire directly.