How to Create and Use a Product Template in the Advice Engine

Product Templates are key to reducing the amount of time you spend creating a proposal. Once you have you create your product template, you can pull them into any scenario with a single click, then make any minor edits necessary. 

• Creating a product template inside MC
• Adding closing costs to a product template
• Adding monthly costs to a product template
• Using the Add Product Template button

Access the resources below:

• Video
• Guide