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85% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

MortgageCoach logo
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86% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

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Overview

Description MortgageCoach help banks to turn borrower education into a competitive advantage. It comes loaded with a suite of mobile and enterprise applications capable enough to enhance the conversation between mortgage professionals, borrowers and realtors. Thus allowing them to make confident decisions accordingly. Organisations can depend on the particular software to provide clearly illustrated financial charts and mortgage options to their clients. They can also include live updates or video narration on the go, ensuring informed decision making. For companies, MortgageCoach turns out to be of great help as it provides relevant support with conversions, in recapturing pre-existing clients and in deepening realtor relationships. Regarding profitability, the software can be relied upon to reduce shopping rates, preserve margins and reduce price exceptions. For the processing part, inbuilt functionalities include workflow streamlining, real-time updates, interactive Q&A, delivery compliant services and more. Multi-channel alerts, presentation co-branding, exclusive digital experience delivery and information sharing via text/email are of great help. MortgageCoach’s inbuilt customisation facilities can be vouched upon to generate custom presentations, add personalised videos and promote individual brands. Read more CloudBankIN is the answer to increased operational efficiency and seamless loan management. A robust platform that automates the entire end-to-end loan process, CloudBankIN simplifies and streamlines the loan management cycle from origination to collection. For professionals, CloudBankIN offers comprehensive lending tools and solutions designed to help streamline loan origination, underwriting, review, and approval processes. The platform simplifies transactional workflows, enabling lenders to quickly and accurately assess loan requests and tailor services to meet the needs of their customers. Additionally, the platform provides the ability to process and track loan payments, reduce risk, maintain a positive impact on loan performance, and monitor the complete loan lifecycle. Read more
Pricing Options
  • Free Trial Not Available
  • MortgageCoach Offers Custom plan.
  • Free Trial Not Available
  • CloudBankin Offers Free-forever and Custom plan.
SW Score & Breakdown

85% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    72%
  • Reviews
    100%
  • Momentum
    64%
  • Popularity
    80%

86% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    94%
  • Reviews
    60%
  • Momentum
    63%
  • Popularity
    64%

Features

Total Features
3 Features
8 Features
Common Features for All
    Audit Trail A record of changes made in chronological order of a user or activity
    Chat (Messaging) Allows users to collaborate better by exchanging views and collect information through chatting or texting
    Client Management (Customer) Facilitates strong necessary data about clients/customers and allows access to it when required
    Collaboration Helps you safely share data with only those who matter and enhances your teamwork
    Compliance Management Helps in making an assessment of risks, ensures policy comprehension and that policies/procedures are being followed
    Custom Workflows Facility to create workflows with custom stages, process, and status.
    Document Management Ability to store and manage various information and documents in electronic format.
    Mobile Access Allows accessing the software and product/service related information from a mobile device
    Workflow Management Helps in managing and ensuring smooth flow of the tasks assigned to a team or organization
    Audit Trail A record of changes made in chronological order of a user or activity
    Chat (Messaging) Allows users to collaborate better by exchanging views and collect information through chatting or texting
    Client Management (Customer) Facilitates strong necessary data about clients/customers and allows access to it when required
    Collaboration Helps you safely share data with only those who matter and enhances your teamwork
    Compliance Management Helps in making an assessment of risks, ensures policy comprehension and that policies/procedures are being followed
    Custom Workflows Facility to create workflows with custom stages, process, and status.
    Document Management Ability to store and manage various information and documents in electronic format.
    Mobile Access Allows accessing the software and product/service related information from a mobile device
    Workflow Management Helps in managing and ensuring smooth flow of the tasks assigned to a team or organization
  • + 5 More - Show Less
  • Technical Details

    Organization Types Supported
    • Individuals
    • Large Enterprises
    • Medium Business
    • Small Business
    • Individuals
    • Large Enterprises
    • Medium Business
    • Small Business
    Platforms Supported
    • SaaS/Web/Cloud
    • Mobile - Android
    • Mobile - iOS
    • SaaS/Web/Cloud
    • Mobile - Android
    • Mobile - iOS
    Modes of Support
    • Online
    • Online
    API Support
    • NA
    • Available

    Reviews & Ratings

    User Rating
    3.7/5 3 user ratings
    Not Available
    Ratings Distribution
    • Excellent

      66.7%
    • Very Good

      0%
    • Average

      0%
    • Poor

      0%
    • Terrible

      33.3%
    Not Available
      Read All User Reviews Read All User Reviews

    AI-Generated from the text of User Reviews

    Pricing

    Pricing Options
    • Free Trial Not Available
    • MortgageCoach Offers Custom plan.
    • Free Trial Not Available
    • CloudBankin Offers Free-forever and Custom plan.
    Pricing Plans
    Monthly Plans Annual Plans

    MortgageCoach Custom

    Basic Plan Free

    Enterprise Custom

     
    View Detailed Pricing
    View Detailed Pricing

    Screenshots & Videos

    Screenshots Total Cost Analysis
    + 1 More
    Not Available
    Videos Video Thumbnail
    + 2 More
    Video Thumbnail

    Vendor information

    Company Details Located in: Irvine, California Located in: Chennai, India Founded in: 2008
    Contact Details

    (800) 951-2696

    http://mortgagecoach.com/mortgage-coach

    +91 9344243151

    https://habiletechnologies.com/

    Social Media Handles

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