TrustEngine 4+

TrustEngine

Designed for iPad

    • Free

Screenshots

Description

The TrustEngine App is an iOS mobile application designed for Loan Officers using the Borrower Intelligence Platform™.

The TrustEngine Borrower Intelligence Platform™ is a performance marketing solution for mortgage lenders that drives superior funnel performance. TrustEngine actively monitors your database to accurately anticipate borrower needs, turns opportunities into meaningful conversations, equips your team to coach, and emphasizes performance over process through a continuous measurement and optimization loop.

The TrustEngine App advances the Borrower Intelligence Platform to provide:

Urgency:
Receive daily push notifications for new (or newly active) loan Opportunities, viewing a prioritized list of Opportunities, and status indicators that highlight what’s new or has the most recent engagement with Borrower Creatives.

Context and Understanding:
Drill-through to the “why” behind each Opportunity, supported by borrower, property, and financial details. This provides a comprehensive look at the importance of the Opportunity to this borrower, and offers context for meaningful conversations.

Clear Next Steps:
Tips for engagement include talking points; email, text and phone scripts; and a recommended MortgageCoach TCA presentation for coaching the borrower on related loan options. “Click to contact” buttons facilitate copying scripts and using them for immediate borrower outreach via email, text or phone.

What’s New

Version 1.2.0

Adds the ability to archive Opportunities, removing them from your Priority and Date views.

Dynamically displays or disables the email, text and phone outreach buttons for each Opportunity based on available contact information.

Resolves an intermittent issue that sent “62” to the dialer when attempting to call a borrower from the App.

App Privacy

The developer, TrustEngine, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer's privacy policy.

Data Linked to You

The following data may be collected and linked to your identity:

  • Contact Info

Data Not Linked to You

The following data may be collected but it is not linked to your identity:

  • Usage Data
  • Diagnostics

Privacy practices may vary, for example, based on the features you use or your age. Learn More

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