Top Tools for Mortgage Loan Officers

When speaking with younger loan officers, I’m often asked what tools I use on a day-to-day basis. The truth is, most of these aren’t flashy — but they’re incredibly effective.

Top Mortgage Tools for Loan Officers:

The Phone — It might sound old-school, but nothing beats a real conversation. A live call builds trust faster than any automated text or database message ever will.

MortgageCoach (Total Cost Analysis) — Alright… this one is kind of flashy. I’ve used it since before it was even web-based. It allows me to quickly compare options side-by-side, show the true total cost of borrowing, and update numbers for clients on the fly — even on weekends without opening a laptop.

A Solid CRM — I can’t keep everything straight in my head anymore. Simple reminders, like calling clients on their birthday, create real connection — especially when most people are used to getting messages, not phone calls.

Loom (Screen & Video Recording) — This is a game changer. It lets me share my screen, highlight exactly what I’m looking at, and record a video explanation at the same time, making complex scenarios easier to understand without needing a live meeting.

Outside of MortgageCoach, I suspect these tools are just as effective in almost any industry. If you have questions or want to chat through how to use them, please reach out — I’m always happy to help.