INDEPENDENT MORTGAGE BANKS
Be The Lender Your Borrower Comes To For Guidance Every Time They Need a Loan.
Protect and expand your book of business. Know when someone in your database is ready for a loan and provide the education to halt shopping in its tracks.
Thrive in any mortgage market
At an average of just $299 per acquired loan, TrustEngine drives purchase and refi, no matter the rate environment.
65%
Average borrower retention
20-40%
Average lift to loan volume
$1 Trillion
In funded loans in 7 years…
How do we know? We track this stuff.
Relevant Opportunities + Flawless Timing + Individualized Advice = More Funded Loans.
TrustEngine’s Sales Boomerang borrower opportunities and Mortgage Coach Total Cost Analysis (TCA) presentations deliver a one-two punch to help borrowers better understand their financial options and make confident decisions.
Mortgage Inquiry
Cash-out Alert
FHA MI Removal
New Listing Alert
Down Payment
Purchase Options
Presentation
Compare the impact of different down payment amounts on monthly payment, interest paid and net worth.
Cost of Waiting Presentation
Show the financial impact of buying a home or refinancing now vs. waiting until later.
Cash-out Refi Presentation
Compare current mortgage vs. refi for debt consolidation, investment, or big purchase.
Move Up/Down Presentation
Show your borrower the possibilities with different loan scenarios to meet their changing needs.
Trusted by Hundreds of Lenders
Mortgage lenders rely on Sales Boomerang to improve borrower retention, increase loan volume, and reduce their cost per closed loan.
Consumer-Direct
Buying leads works — but it’s expensive. To squeeze maximum value from your purchased leads, you need a reliable way to turn one loan into multiple loans through long-term borrower service and retention.
"In the first 4 months we took in $180M in applications."
Katherine Campbell
Assurance Financial
Retail
You could lose 4 out of 5 customers to another lender— or you could mine your own database for hundreds of missed opportunities and beat your competition to the punch.
“During a six-month period, we accounted for an additional $32 million in closed loan volume that would have been overlooked.”
Axia Home Loans
Case Study
Consumer-Direct
Looking to edge out big-box competitors? Show customers the exceptional service third-party originators (TPOs) are known for when you deliver the right opportunity and advice at the perfect time.
“One my top-performing LOs said 30% of his loans comes from Sales Boomerang.”
Ryan Kube
Annie Mac
We Connect With Your Tech Stack
No extra work for Loan Officers. No new system to learn. TrustEngine connects with the most popular pricing tools, LOS, CRMs and marketing automation platforms to put borrower alerts at your fingertips.
Your Referral Partners Will Love TrustEngine.
Bring more value to real estate and builder relationships and help your communities succeed together.