Access the walk through tutorials to create a Purchase TCA:
The Total Cost Analysis is the main comparison report used in Mortgage Coach. 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 an MC link
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