TrustEngine is an automated Borrower Intelligence platform that utilizes performance marketing and real-time alerts to enhance borrower engagement and retention in the mortgage industry. By providing actionable insights and optimizing loan offerings, it helps lenders close more loans while improving borrower confidence and reducing pricing exceptions.
Funding
$5M raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
Founders
Product
Problem
Mortgage lenders often struggle to identify and engage with borrowers at the optimal time, leading to missed opportunities and reduced conversion rates. Loan officers spend excessive time sifting through data in multiple systems, hindering their ability to prioritize leads and provide timely, relevant advice. This reactive approach results in lost loans and decreased borrower retention.
Solution
TrustEngine provides a borrower intelligence platform that leverages performance marketing and real-time alerts to optimize borrower engagement and improve loan conversion rates. The platform analyzes borrower data to predict needs and proactively engage with personalized loan offerings. By prioritizing opportunities based on eligibility, propensity, and market context, TrustEngine enables loan officers to focus on high-potential leads. The platform also offers tools for borrower education and coaching, fostering trust and accelerating the decision-making process.
Target Audience
The primary target audience includes direct-to-consumer (DTC) and retail lenders, banks, credit unions, and independent mortgage banks (IMBs), as well as individual loan officers seeking to improve borrower engagement and increase loan volume.
Features
- Automated borrower intelligence platform that analyzes data from multiple sources to identify loan opportunities.
- Real-time alerts that notify loan officers when a borrower is ready for a loan.
- Performance marketing tools that enable lenders to engage with borrowers through personalized messaging.
- Mortgage Coach feature that provides interactive loan comparisons and advice to borrowers.
- Integrations with leading CRM and LOS systems.
- Analytics and reporting dashboards that track key performance indicators and identify areas for improvement.
- Automated database supercharging to prioritize and engage opportunities based on eligibility, propensity, and market-relevant context.