Admin
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Activity overview
Latest activity by Admin-
Admin created an article,
Top Strategy - Mortgage Insurance Options
Affordability is a struggle, especially for first-time home buyers or other borrowers who need to put less than 20% down, which adds a requirement for mortgage insurance. Our Mortgage Insurance Opt...
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Admin created an article,
Enabling Single Sign-on (SSO) for TrustEngine Products
Customers can leverage their Identity Provider (IDP) with TrustEngine applications including Sales Boomerang, Mortgage Coach, and the TrustEngine App (part of the TrustEngine Platform). Learn more
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Admin created an article,
How can you illustrate the borrowers refinance breakeven point?
The “Short-term Analysis” graph may be used to illustrate the BE (breakeven) point, which is the middle graph of the three appearing on a TCA. In the TCA linked below, for Strategy 1 (interest rat...
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Admin created an article,
Mortgage Coach and RateWatch Service Restored - 071924
We have restored service for the Mortgage Coach Advice Engine, Mortgage Coach Content Management System (CMS), and RateWatch application. Dates affected: 7/19/24, beginning at approximately 5:30 ...
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Admin created an article,
Debt Consolidation: Short-term Analysis Summary
What does the “Short-term Analysis Months” summary represent when completing a cash-out refinance for debt consolidation? This resource looks at two scenarios. In the first, market rates are highe...
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Admin created an article,
Delete an Analysis in Mortgage Coach
To delete an analysis in your Mortgage Coach account, click the search magnifying glass to the left of the "New Presentation" button on the dashboard page. Next, enter the first and last name of th...
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Admin created an article,
Mortgage Coach Refresh - What's New!
See the look and feel of the updated Mortgage Coach Advice Engine and the streamlined and refreshed Total Cost Analysis borrower presentation. View the What's New video here. Check out specific up...
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Admin created an article,
Mortgage Coach: Boost Conversions and Profits
Mortgage Coach is a powerful tool for Loan Officers to educate their borrowers, comparing viable loan options for their purchase or refinance. Drive success by improving decision confidence, increa...
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Admin created an article,
Using Mortgage Coach on Your Mobile Device
In our refreshed web version of Mortgage Coach, both the Loan Officer’s view and Borrower’s view look great when displayed in a mobile browser. Here is an example of a Total Cost Analysis (TCA) pre...
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Admin created an article,
How to Add a Temporary Buydown Option to the TCA
A Temporary Buydown allows a temporary reduction in the borrower’s interest rate, making initial payments more affordable. The reduction is typically paid by the Seller, but can be paid by a Builde...