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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.
The part that surprises solo advisors: 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 Standard is $99 a month, or $999 a year. Every plan, including Standard, ships MISMO 3.4 import, engagement tracking, and the AI Strategy Architect. Founding Pro is $199 a month, locked for life for the founding cohort, and carries the full platform: all 22 analysis modules, the interactive client Sandbox, and the investor loan types. The trial is 30 days for $1, card required, and 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, at two published price points. WealthLens Standard is $99 a month or $999 a year, includes MISMO 3.4 import and client engagement tracking on every plan, and the trial is 30 days for $1. Mortgage Maker AI publishes $79 a month billed annually for AI-generated presentations.
- Does WealthLens charge extra for integrations?
- No. MISMO 3.4 file import, engagement tracking, and the AI Strategy Architect ship with every plan, including Standard at $99 a month. Founding Pro adds the interactive client-facing Sandbox, all 22 analysis modules, and the investor loan types.
