Delete an Analysis in Mortgage Coach

To delete an analysis in your Mortgage Coach account, click the search magnifying glass to the left of the "New Presentation" button on the dashboard page. Next, enter the first and last name of the borrower you are searching for and then click "Search".

Once you locate the borrower file you'd like to delete, you can select this borrower's name to see the "Delete Analysis" button on the right side of the search results. Once the file is deleted, it becomes permanently unrecoverable. 

If you do not see the delete option, you may be under an Enterprise that has disabled this feature. Your Company Admin will be able to advise if this feature is disabled for users within your Enterprise.

You can also check out this Search Feature Training Video that will show you how this button works.