Overview

With the Mortgage Coach integration enabled:

• Users can connect their Mortgage Coach account using an API key
• Create presentations directly from transactions
• Seamlessly send borrower and loan data into Mortgage Coach
• Access a shareable presentation link from within the platform

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Setting Up the Integration

To connect your Mortgage Coach account:

1. Go to User Profile
2. Navigate to the Integrations tab
3. Locate the Mortgage Coach card
4. Enter your API Key from Mortgage Coach
5. Click Create

Once the integration is successfully set up:

• A confirmation message will appear
• A new option will be available within transactions:
  “Create Mortgage Coach Presentation”
  

Note: You can find your API Key in Mortgage Coach under Settings > Contact tab, near the bottom of the page. 

Only the API key is required. No additional application keys are needed.

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Creating a Mortgage Coach Presentation

With the integration active, you can generate presentations directly from the transaction list page.

• Open the context menu on a transaction.
• Select Create Mortgage Coach Presentation.
• A drawer will open, automatically populating available data from the transaction record, including:
  • Borrower's Information (read-only)
  • Gross Income
  • Property Address
  • Property Value
  • Additional available fields based on the transaction data

Auto-population depends on the data available in the transaction. Missing fields will remain blank.

Note: If you need to create a new or different report for the same transaction, you can use the “Create New…” button in the modal after generating a report.

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Configuring Presentation Details

Within the presentation drawer, you can configure the specific details of the report. Fields marked with a red asterisk (*) are required to generate the presentation, while all other fields are optional and can be used to further pre-populate the report in Mortgage Coach.

Required Fields:

• Product Name (e.g., "AAA")
• Loan Purpose
• Loan Amount
• Interest Rate
• Term

Optional Fields:

• Earnest Money
• Insurance
• Funded date

• Optional fields help pre-fill Mortgage Coach but can also be completed later directly in Mortgage Coach.

• Product Name will always be blank by default and must be filled in manually

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Submitting the Presentation

After filling out the required fields:

1. Click Submit
2. A success message will appear
3. A modal will display:
   • Borrower name
   • Report name
   • Presentation link (URL)

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Managing Generated Reports

Once a report is generated, you can access it via the provided quick URL or directly within Mortgage Coach.

Accessing via Quick URL

The quick URL provided in the success modal allows you to view the report in your browser. This is the link you will eventually share with your customer after finalizing the report in Mortgage Coach.

Accessing via Mortgage Coach

To further customize and finalize the report, log into your Mortgage Coach account.

1. Navigate to the Automated tab.
2. Locate the newly generated report (the transaction you just pushed from Lendware).
3. Click on the report to view the pre-populated data, including borrower information, contact methods, and property details.
4. Fill in any remaining blank fields or zeros to complete the report before sending it to your customer.

The report may require additional edits in Mortgage Coach before sending it to the borrower.

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Disconnecting the Integration

If you need to disconnect the Mortgage Coach integration:

1. Navigate to User Profile > Integrations
2. Locate the Mortgage Coach card
3. Click Remove Integration
4. A confirmation modal will appear — click Remove to confirm

Once completed, a confirmation message will appear indicating the integration has been successfully removed.

After disconnecting, the “Create Mortgage Coach Presentation” option will no longer appear in the transaction context menu.

 

 

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⚠️ Important Considerations

Only data that already exists in the transaction will be transferred to Mortgage Coach. If any fields are missing or incomplete, they will not be automatically filled in the presentation. Additionally, generated reports are not considered final—users should review and complete all necessary details directly within Mortgage Coach before sharing them with borrowers.

Need more help? Check out: Encompass Integration Guide