Reports, Calculations & Troubleshooting
Find answers to technical questions, report setups, and calculation logic. This section contains articles to help you build advanced reports (like amortization schedules), manage your pipeline, and understand system calculations for benchmarks, savings, and cash to close. It also provides step-by-step troubleshooting guides for missing report sections, unreflected mortgage details, and audio/video settings.
- Which fee in MortgageCoach reduces Cash to Close?
- Monthly Savings Benchmark
- Can you explain what is showing in the Monthly Payment area, Short Term Savings area and Long Term Area?
- Why is the P&I I entered for the Current Mortgage not showing on the report?
- Why is my Closing Cost section missing?
- Why does my monthly savings not equal the amount in my Short Term Savings?
- The borrower has a 2nd that is currently still interest only, but adjustable. The MortgageCoach application is reflecting a P&I payment for the 2nd and this distorts the actual situation. How do I fix it?
- How do I prepare an amortization for loans in Mortgage Coach?
- How do I create a Bi-Weekly scenario?
- How do I add an analysis under an existing partner?
- How to Search your Pipeline in MortgageCoach