Mortgage Coach Accelerates Growth in Home Lending for Nation’s Credit Unions

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With the addition of Patelco Credit Union, Mortgage Coach continues to accelerate and grow mortgage home loan financing for leading Credit Unions nationwide, helping millions of CU members across the country. The Mortgage Coach Total Cost Analysis advances a Credit Union’s commitment to providing every member with personalized service and home loan education, while providing a significant increase in mortgage volume.

“Here at Patelco, we are committed to extending the best available education, tailored to meet the specific financial goals of every member. With a personalized Total Cost Analysis experience, every member can receive our professional advice accompanied by simple charts and graphs that analyze competitive mortgage loan options anytime, anywhere, on any device,” said Andrew Kush, Director of Mortgage Sales at Patelco Credit Union.

Credit Unions are implementing the Mortgage Coach to immediately expand traditional member communication in the most relevant digital channels available today. Marketing and delivery of the Mortgage Coach Total Cost Analysis is instantly accompanied by the professional advice of the Credit Union home loan consultant, including accurate tailored mortgage options for each member. With a simple “share,” the Total Cost Analysis is available through text, video, social media, or any mobile banking platforms.

As Credit Unions expand mortgage loan offerings to their members, Mortgage Coach streamlines and removes steps in the process to enhance the member experience. The Mortgage Coach TCA uniquely combines the most crucial technology requirements of modern mortgage lending with the dedication to transparency found at every Credit Union, creating an instant competitive advantage for these key community lenders.

“The visual presentation helps me to show our members the benefits of homeownership and easily see that their family can actually afford to leave their rented apartment today, rather than wait years like they thought. We promote the availability of the Mortgage Coach Total Cost Analysis as a service to our members in each of our branch locations. We let our members know our goal is to help them achieve their goals for homeownership,” shared Carlos Miramontez, Vice President of Mortgage Lending at Orange County's Credit Union

Credit Unions of any size in any state can easily deliver the highest quality advice possible with the comprehensive education and competitive product options their members deserve using the Mortgage Coach Total Cost Analysis.

“Our members have very limited time and responsibilities of the highest order. Being able to address their home financing questions quickly and in a user-friendly way with a complete TCA has been pivotal in helping our members make educated decisions,” said Jeff Klein, Assistant Vice President of Mortgage Lending at Congressional Federal Credit Union.

Mortgage Coach invites any Credit Union leader to request a free member success evaluation. Visit for more information.

About Mortgage Coach:

The Mortgage Coach suite of enterprise online and mobile applications enhance the conversation between the borrower, mortgage professional, and Realtor, enabling a confident mortgage decision. Thousands of banks and lenders rely on Mortgage Coach to turn borrower education into a competitive advantage. With Mortgage Coach technology, financial and real estate professionals provide clearly illustrated mortgage options with detailed financials, charts, video narration, and live updates on any device, ensuring an informed home loan choice. Learn more about how to add the power of Mortgage Coach to your lending platform by visiting or contacting sales(at)

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Dawn Sherbeyn
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