MortgageCoach
Reports, Calculations & Troubleshooting
- Which fee in MortgageCoach reduces Cash to Close?
- Monthly Savings Benchmark
- Can you explain what is showing in the Monthly Payment area, Short Term Savings area and Long Term Area?
- Why is the P&I I entered for the Current Mortgage not showing on the report?
- Why is my Closing Cost section missing?
- Why does my monthly savings not equal the amount in my Short Term Savings?
Presenting, Sharing & Client Engagement
- Guided Homeowner Strategy
- How to Add a Video to Your Homeowner Strategy
- How to Use MortgageCoach LIVE Feature
- How to Read a Classic View Presentation
- Personalize a Homeowner Strategy (HS)
- How to Distribute & Share a Homeowner Strategy
Settings & Account Setup
Refinance & Debt Consolidation
- How can you illustrate the borrowers refinance breakeven point?
- How to Create a Debt Consolidation Homeowner Strategy for a 1st Mortgage
- How to Create a Refinance Homeowner Strategy
- Debt Consolidation: Short-term Analysis Summary
- Retaining a Current 1st Mortgage While Adding a New 2nd Mortgage
- Using the "Existing 1st" checkbox on a product scenario
Purchase Strategies
- Mortgage Insurance Options
- How to Add a Temporary Buydown Option to the Homeowner Strategy
- Creating Construction to Permanent Loans in MortgageCoach
- Creating a Rent Vs Own Analysis
- Creating a Seller Buydown Homeowner Strategy
- How to Create a Purchase Homeowner Strategy