How do I copy or duplicate an existing presentation?

1. Sign in at edge.mortgagecoach.com and select the client/report in Recent Clients or use the search magnifying glass feature. Select the report you want to copy. 

2. In the left navigation bar under Analysis, click on Copy Analysis. 

3. Choose Current Client or New Client. Click on Ok. Fill in the details as you move through the presentation.

Helpful Tip: Use the "Presentation Name" field in the Client section (where you will enter the borrower's first and last name) if you are copying an existing file to the "Current Client" option. This will help in the future when you are using the search feature to quickly identify each presentation created for the borrowers in your pipeline with multiple presentations.