Mortgage Coach
Getting Started in the Advice Engine
- Mortgage Coach Refresh - What's New!
- Mortgage Coach: Boost Conversions and Profits
- Using Mortgage Coach on Your Mobile Device
- Auto-generating a Total Cost Analysis from Sales Boomerang Alerts
- How to Read a Total Cost Analysis (TCA)
- Personalize a TCA
Intermediate Advice Engine Features
Advanced Advice Engine Features
Strategies for Your Clients in the Advice Engine
- Top Strategy - Mortgage Insurance Options
- How to Create a Debt Consolidation TCA for a 1st Mortgage
- Top Strategy - ARM vs Fixed Rate Loan
- Top Strategy - Appraisal Gap
- Top Strategy - Cash Out and Debt Consolidation TCA
- Top Strategy - Cost of Waiting
How To Tips and Videos
- How to Add a Temporary Buydown Option to the TCA
- Debt Consolidation: Short-term Analysis Summary
- Delete an Analysis in Mortgage Coach
- 2-1 Temporary Buydowns - How It Works and Benefits
- Email Alert Example
- How do I delete a video in MC?
Creating Basic Presentations in the Advice Engine
Building your Report
- How to create an 80/10/10 Loan Product in the Mortgage Coach Advice Engine
- Retaining a Current 1st Mortgage While Adding a New 2nd Mortgage
- Which fees should be included in the APR?
- How can I delete a product?
- How do I copy or duplicate an existing report?
- How do I show down payment assistance in MC?