Build Mortgage Coach
KINDAback to the verdict
Before step 1
you will need
- Node 20+
- a browser
- nothing else: no accounts, no API keys, all math runs locally
Delivery order
Scaffold the smallest runnable application and document its commands.
done whenThe project starts from a documented command in a clean checkout.
Implement the primary data model and core workflow.
done whenThe main object can be created, read and changed end to end.
Add validation, safe failure states, and persistence.
done whenBad input is refused with a readable message and nothing is left corrupted.
Cover the critical path with automated tests.
done whenThe highest-risk behavior fails the suite when it breaks.
Exercise a clean install from the README and fix every missing step.
done whenA fresh clone reaches the first successful workflow using only the README.
That is the whole plan for Mortgage Coach. What it deliberately does not cover is below · check the gaps before you call it a replacement.
- Integrations with loan origination systems, pricing engines and CRMs, so every scenario is typed in by hand
- Compliance-vetted presentation output and audit trail, which is the entire reason a regulated lender licenses this instead of using a spreadsheet
- Borrower engagement tracking: who opened the presentation, how long they looked, which option they clicked
- Polished branded video and mobile presentation formats that agents and borrowers are used to receiving
- Someone else maintaining the edge cases: ARMs, buydowns, MI structures, state-specific cost lines
Need the files? The project pack on the verdict page hands your agent the whole brief · more finance & accounting.