Access the walk through tutorials to create a Purchase Homeowner Strategy:
The Homeowner Strategy is the main comparison report used in MortgageCoach. It allows you to compare multiple loan scenarios over time and deliver your advice in a meaningful format to the borrower. Please watch the video above for details on:
- Creating a new Borrower or Prospect in the Advice Engine
- Assessing the client’s goals and financial picture
- Creating loan scenarios
- Applying fee templates
- Generating a borrower link
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