Templates, Presentation Creation, and Product Setup
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 Create a Fee Template in the Advice Engine
- How to Create and Use a Product Template in the Advice Engine
- Entering Closing Costs (Lump Sum vs. Line-Item Fees)
- How to add a One-Time Principal Reduction Payment in MortgageCoach
- How is the Tax Benefit calculated?
- Which fees should be included in the APR?
- How can I delete a product?
- How do I key in a contribution or credit?
- How do I show a principal reduction payment on my current mortgage?
- How do I show a single MI Premium?
- How are the blended rate and blended APR calculated?
- What does the "Add to Loan" checkbox do?
- How to Add Upfront MIP in MortgageCoach
- How to Copy Fee Templates in the MortgageCoach Settings
- How to Customize and Apply Strategy Templates in MortgageCoach
- How to Customize & Apply Reinvestment Strategies