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Koachly for Finance & Lending

Mortgage sales coaching, live on every client call.

Koachly, an AI sales coach, helps loan officers, bankers and accountants explain money clearly and keep clients calm and on track.

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Free account. No credit card.

Works with Zoom · Google Meet · Microsoft Teams · any call on your computer

Live call

Listening · 12:41 · Dana · refinance review

6.5 of 10 hours left

Transcript

You

Got it. What payment would feel comfortable?

Buyer

Why is my rate higher than the one I saw online?

Tip · ClarityHide

“Ad rates assume a bigger down payment. Then ask what monthly payment feels right.”

They're comparing numbers. Explain in one line, then move to their budget.

Try it. The buyer says…

Live · Dana · refinance review

6.5 of 10 h left

You

Got it. What payment would feel comfortable?

Buyer

Why is my rate higher than the one I saw online?

Tip · Clarity

“Ad rates assume a bigger down payment. Then ask what monthly payment feels right.”

They're comparing numbers. Explain in one line, then move to their budget.

Try it. The buyer says…

Try it: tap what they say. Only you see the tips.

The hard parts of your calls, and where loan officer coaching helps

  1. 01

    Numbers confuse people

    Rates, fees and tax rules lose clients fast. Then they stop asking questions.

  2. 02

    Key points get missed

    Under pressure, it is easy to skip a point or a next step.

  3. 03

    Worried clients go quiet

    A nervous borrower may not say no. They just stop calling back.

Common moments on client money calls

Tap a card to see the tip Koachly would show. Real tips follow your call.

A day with Koachly

One call, start to finish.

Follow one example: Dana Ruiz · refinance review. Scroll to play.

  1. 9:30 · Before the call

    Call prep: Dana Ruiz · refinance review

    Call prep shows Dana's last call, her rate question and three things to ask.

  2. 10:00 · During the call

    A tip, right when you need it

    Dana asks why her rate is higher than the ad. A tip gives a one-line answer.

  3. 10:35 · After the call

    Your Call score and 3 fixes

    Score 74. Three fixes: explain the rate plainly, check the fees landed, book the next call.

  4. 13:15 · Practice

    A 2-minute drill on the hard part

    Two minutes on the toughest moment, the rate question, with an AI buyer.

Call score

What you'll get better at.

Every call is scored 0–100 on five skills. Here's what each means for you.

  • Clarity

    Explain rates and fees in one plain line.

  • Questions

    Find the payment, goal and timeline that matter to them.

  • Momentum

    End every call with a booked next step.

  • Empathy

    Slow down when money worries show up.

  • Deal risk

    Spot the quiet client before they shop elsewhere.

Try it: switch weeks and hover the line. Example data.

After the call

A score out of 100, and 3 fixes.

Here's what 3 fixes could look like after a call scored 74. Each one has a practice drill.

  1. 1Clarity

    Explain the rate in one plain line

    You said "APR" and "points" without saying what they mean.

    Practice this · 2 min

  2. 2Empathy

    Check they understood the fees

    You moved on before asking if the costs made sense.

    Practice this · 2 min

  3. 3Momentum

    Book the next call before you hang up

    The call ended with "I'll email you" and no date.

    Practice this · 2 min

Example fixes. Yours come from what's said on your call.

This is the real app.

Not a mock-up. These are real Koachly screens, filled with demo data.

Call prepA call prep brief: goal, talking points, questions to ask and likely objections.
Call scoreCall summary with an overall score, skill scores, the 3 fixes for next time and next steps.
Practice with an AI buyerA practice call with an AI buyer, with live tips on the side.
My progressScore trend over six weeks, skill breakdown and goals.

Plan facts

What you get, in numbers.

of Live coaching per user a month on Pro.
10 hoursof Live coaching per user a month on Pro.
AI buyer types to practice with, from friendly to tough.
12AI buyer types to practice with, from friendly to tough.
scored on every call: Clarity, Questions, Momentum, Empathy, Deal risk.
5 skillsscored on every call: Clarity, Questions, Momentum, Empathy, Deal risk.
a month on the Free plan.
5 callsa month on the Free plan.

Plans that fit

For finance and lending teams, we suggest Pro.

Pro fits advisors and small lending teams. Each person gets Live coaching, Call prep and Call scores.

  • Free first. Everyone starts on a Free account. There are no trials.

  • Enterprise. Large or regulated teams can talk to us about Enterprise. Security review on request.

Compare all plansAsk about Enterprise
Plan

Pro allows up to 5 users. More? Ask about Enterprise.

$39a month

$39 per user a month, billed $468 a year. Includes 10 hours of live coaching per user a month.

Upgrade to Pro

FAQ

Questions from finance and lending teams

How we keep data safe

No. Koachly coaches how you talk, not what to recommend. Your advice stays your own.

Yes. Add them to the Team playbook on Business. Koachly can nudge you if one hasn't come up. It is a reminder, not a compliance check.

No. We don't claim any financial industry certification. We don't use your calls to train AI models, and we've opted out of model training with our transcription provider. Enterprise teams can ask for a security review.

No. Tips show only on your screen. No bot joins your call. Koachly listens on your side, and you tell the other person you use a coaching tool.

The features finance and lending teams use most

Koachly for other teams

Get help on your next call.

Works with Zoom, Google Meet and Microsoft Teams.

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