MortgageCoach
Settings & Account Setup
Templates & Presentation Creation
- How to Add a Video to Your Homeowner Strategy
- How to Use MortgageCoach LIVE Feature
- How to Create a Fee Template in the Advice Engine
- How to Create and Use a Product Template in the Advice Engine
- Personalize a Homeowner Strategy (HS)
- How to add a One-Time Principal Reduction Payment in MortgageCoach
Refinance & Debt Consolidation
- 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
- How to Enter a HELOC Using the HELOC Loan Type
Purchase Strategies & Scenarios
- Mortgage Insurance Options
- 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
- How to create an 80/10/10 Loan Product in MortgageCoach
Getting Started in MortgageCoach
MortgageCoach App
Strategies for Your Clients in MortgageCoach
How To Tips and Videos
- Guided Homeowner Strategy
- How to Add a Temporary Buydown Option to the Homeowner Strategy
- Delete an Analysis in MortgageCoach
- How do I delete a video in MortgageCoach?
- How are the blended rate and blended APR calculated?
- (Enterprise Only) How to use Team Access
Creating Basic Presentations in MortgageCoach
Building your Report
- Which fees should be included in the APR?
- How can I delete a product?
- How do I prepare an amortization for loans in Mortgage Coach?
- How do I create a Bi-Weekly scenario?
- How do I key in a contribution or credit?
- Max rate % field for ARM Loan