Compare
WealthLens vs Mortgage Coach
Mortgage Coach defined this category. WealthLens rebuilt it around speed, your brand, and a client who gets to touch the numbers. Here is the whole comparison, facts first.
Mortgage Coach fits when
- You run enterprise scale. Large lender, many seats, standardized on Encompass with the TrustEngine platform around it.
- You live in the Total Cost Analysis. Your team has years of process built around that exact deliverable.
WealthLens fits when
You sell one client at a time
- Speed wins the deal. Address to full strategy in about sixty seconds, while the client is still on the phone.
- Your brand carries the relationship. Every client link is yours, and the client plays with the numbers instead of reading a file.
- The math has to pencil for you too. $99 a month, integrations included, trial for $1.
| What matters | Mortgage Coach | WealthLens |
|---|---|---|
| Time to build a client strategy | TrustEngine describes scenario builds that took up to an hour before its 2026 AI update | About sixty seconds from a property address |
| Individual price | $150 a month per user on the published individual plan | Standard is $99 a month, and the trial is 30 days for $1 |
| LOS and pricing engine integrations | Reserved for the enterprise tier, quoted at five seats or more | MISMO 3.4 import on every plan. Drag in the 1003, walk out with a full strategy |
| Whose brand the client sees | The vendor mark appears on the client deliverable | Yours, on every link you send |
| What the client can do with it | Review the analysis and the recorded video walkthrough | Move the numbers themselves in the interactive Sandbox |
| Engagement visibility | Enterprise analytics through the TrustEngine platform | Know the second your client opens the link, on every plan |
| AI in the workflow | An AI presentation builder shipped in 2026 | AI co-pilots draft the strategy and script the conversation. The math runs on a deterministic engine, so the numbers are the numbers |
Mortgage Coach details restated from the published TrustEngine product and pricing pages, checked August 2026. Tell us if something changed and we will update it.
The pricing, side by side
| Plan | Monthly | Trial |
|---|---|---|
| Mortgage Coach, individual | $150 per user | Published pages list no self-serve trial |
| WealthLens Standard | $99, or $999 a year | 30 days for $1 |
| WealthLens Founding Pro | $199, locked for life | 30 days for $1 |
The full breakdown lives on the Mortgage Coach pricing page and our own pricing page.
Questions advisors ask
- Is WealthLens an alternative to Mortgage Coach?
- Yes. Both build side-by-side loan comparisons an advisor sends to a client. WealthLens starts from a property address, builds the strategy in about sixty seconds, and gives the client an interactive Sandbox instead of a static analysis. Standard is $99 a month with a 30-day trial for $1.
- How much does Mortgage Coach cost compared to WealthLens?
- Mortgage Coach lists an individual plan at $150 a month per user, with LOS and pricing engine integrations quoted on an enterprise tier of five seats or more. WealthLens Standard is $99 a month or $999 a year, and every plan includes MISMO 3.4 import. Their figures come from the published TrustEngine pages and were checked in August 2026.
- What does Mortgage Coach do well?
- It defined this category. The Total Cost Analysis has been a fixture of advice-based selling for years, and the enterprise tier fits large lenders standardizing hundreds of seats on one Encompass-connected workflow. A solo advisor weighing the two is usually comparing that legacy against speed, price, and client interactivity.
- Can my client change the numbers in a WealthLens strategy?
- Yes, on the Pro plan. Every Pro strategy ships with the client-facing Sandbox: your client adjusts down payment, rate, or term on their own phone and watches the math update, and you see the engagement the moment it happens. Standard shares a read-only strategy plus PDF.
- Do I have to sit through a demo to try WealthLens?
- No. $1 unlocks a 30-day trial, card required. A fifteen-minute demo is there if you want us to build a live strategy for one of your actual clients first.
Decide with your own client file.
The fastest way to compare is to build one real strategy. Bring an address, we will do the rest.
Weighing other tools too? See the full alternatives guide, the category buyer's guide, or read what a total cost analysis is.
