How To Tips and Videos
How To Tips and Videos
- Guided Homeowner Strategy
- How to Add a Temporary Buydown Option to the Homeowner Strategy
- Debt Consolidation: Short-term Analysis Summary
- Delete an Analysis in MortgageCoach
- How do I delete a video in MortgageCoach?
- How are the blended rate and blended APR calculated?
- (Enterprise Only) How to use Team Access
- How to Enable and View Your Presentation Alerts
- How to Enter a HELOC Using the HELOC Loan Type
- What does the "Add to Loan" checkbox do?
- How to Search your Pipeline in MortgageCoach
- How to Use the MortgageCoach Widget for Lead Capture
- How to Add Upfront MIP in MortgageCoach
- How to Show Down Payment Assistance in MortgageCoach
- How to Enter an ARM That Has Already Adjusted
- How to Copy Fee Templates in the MortgageCoach Settings
- How to Re-subordinate a 2nd Lien in MortgageCoach