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Mortgage Coach pricing, explained
The published numbers, what sits behind the enterprise quote, and what the same money buys elsewhere. All figures checked August 2026.
The published plans
| Plan | Price | What it covers |
|---|---|---|
| Individual | $150 a month per user, annual option lowers the effective rate | The presentation product, AI builder features, self-service support, weekly webinars |
| Enterprise | Custom quote, five seats or more | The integration suite including Encompass, dedicated support, onboarding |
Restated from the published TrustEngine pages, checked August 2026.
Worth knowing as a solo advisor: the integrations live on the enterprise tier. An individual seat is the presentation product on its own, so the LOS connection that makes the workflow fast is part of a five-seat conversation with a sales team.
The same money at WealthLens
WealthLens is one plan, WealthLens Pro, at $149 a month or $1,490 a year once your trial converts, about the same monthly price as the Mortgage Coach individual plan. Everything is included. That means MISMO 3.4 import, engagement tracking, the AI Strategy Architect, all 22 analysis modules, the interactive client Sandbox, and the investor loan types. To start: $1 today, 30-day Pro trial, then $149 a month until you cancel. The full pricing page is public. No quote call, no seat minimum.
Weighing the products, not just the prices? Start with WealthLens vs Mortgage Coach or the full alternatives guide.
Questions advisors ask
- How much does Mortgage Coach cost?
- Mortgage Coach publishes an individual plan at $150 a month per user, sold self-serve, with an annual option that lowers the effective monthly rate. Enterprise pricing is custom, quoted at five seats or more. Figures come from the published TrustEngine pages and were checked in August 2026.
- What does the Mortgage Coach enterprise tier include that the individual plan does not?
- Per the published tiers, the integration suite, including the Encompass connection, plus dedicated support and onboarding sit on the enterprise tier. An individual seat covers the presentation product itself.
- Is there a cheaper alternative to Mortgage Coach?
- Yes. Mortgage Maker AI publishes $79 a month billed annually for AI-generated presentations. WealthLens is not the cheaper option: it is about the same monthly price as Mortgage Coach, $149 a month or $1,490 a year once your trial converts, with every feature included in one plan, MISMO 3.4 import and client engagement tracking among them. To start: $1 today, 30-day Pro trial, then $149 a month until you cancel.
- Does WealthLens charge extra for integrations?
- No. There is one plan, WealthLens Pro, at $149 a month, and it includes everything: MISMO 3.4 file import, engagement tracking, the AI Strategy Architect, the interactive client-facing Sandbox, all 22 analysis modules, and the investor loan types.
