Templates & Presentation Creation
Build and customize your MortgageCoach Homeowner Strategies with speed and precision. Learn how to set up time-saving fee and product templates, leverage the AI presentation creator, record and upload videos, and use the interactive LIVE feature.
- 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
- How do I copy or duplicate an existing presentation?
- How to Customize and Apply Strategy Templates in MortgageCoach
- How to Customize & Apply Reinvestment Strategies