How to Create a Refinance Homeowner Strategy

The Homeowner Strategy is the main purchase and refinance comparison presentation used in MortgageCoach. It allows you to compare multiple loan scenarios over time and deliver your advice in a meaningful format to the borrower. When you go through the MortgageCoach Advice Engine, you will be able to select the Homeowner Strategy when you get to the presentation screen. 

The resources provided walk through:

• Creating a new presentation
• Assessing the client’s goals and financial picture
• Capturing the borrower’s current mortgage data
• Creating new refinance loan scenario(s)
• Applying fee templates

Access the following resources below: 

• Video - The video describes how to compare the current loan to a Rate-and-Term Refinance and a Cash-Out Refinance.
• Guide - The guide describes a simple setup to compare the current mortgage with a Rate-and-Term Refinance.