Eric Rizzo
- Total activity 401
- Last activity
- Member since
- Following 0 users
- Followed by 0 users
- Votes 0
- Subscriptions 289
Articles
Recent activity by Eric Rizzo Sort by recent activity-
How to Re-subordinate a 2nd Lien in Mortgage Coach
When dealing with a borrower with multiple liens, you may find that you can only refinance the first lien due to loan-to-value (LTV) or debt-to-income (DTI) restrictions. Mortgage Coach allows you ...
-
How do I build the Realtor Prospect Packet?
Partner packet: Create Open house presentation with several unique financing options. Video should be used as a introduction to your Realtor partner. Best practices include: Introduce yoursel...
-
Purchase Power - Different Home Prices & Rates Strategy
Purchase Power Presentation Create a presentation that shows a borrower different home price points for which they can qualify based upon type of loan product at different rates, or one that comp...
-
TrustEngine Daily Training Events
Access the Daily Training Events webpage to register: Daily Training Events Intro to Mortgage Coach | Mondays at 9:00am (Pacific) / 12:00pm (Eastern) If you haven't created 20 Total Cost Analyses...
-
Refinance a 1st and 2nd Mortgage into a Single Mortgage
Hi, I am unable to figure out how to reflect the client's current 2nd mortgage payment along with his current first mortgage) while creating a new loan that will pay off the first mortgage AND the ...
-
How to enter an ARM (Adjustable Rate Mortgage) in Advice Engine
In order to enter an ARM properly in the Advice Engine, you will need to make sure to account for the following: Selecting ARM as the Loan Type Entering the caps and adjustments Assigning the inde...
-
Which fees included in the library of available fees within the Mortgage Coach Advice Engine will impact the Cash to Close?
There are a number of fees in the Advice Engine that have special logic tied to them so that: 1) A positive dollar figure will result in a reduction to the cash to close 2) Only a lender, seller, o...
-
How do I update my credit card for my membership?
In order to update your credit card, complete the process outline below.You can also watch this video for instructions. From your Mortgage Coach Advice Engine dashboard, click on Settings (upper r...
-
Monthly Savings Benchmark
The Monthly Savings Benchmark is an available setting within a Total Cost Analysis (TCA) borrower presentation. The setting is located within the Analysis section of your presentation, as shown bel...
-
1st Loan 5yr Cost
How It Is Calculated The 1st Loan 5 yr Cost is calculated by taking the monthly payment, which includes principal, interest and possibly property taxes, homeowner's insurance and mortgage insurance...