Creating a Refinance Total Cost Analysis

Direct link to YouTube: http://www.youtube.com/watch?feature=player_embedded&v=52-KFJ5q2Bs

Direct Download: http://downloads.mortgagecoach.com/training/13.zip

The Total Cost Analysis is the main purchase and refinance comparison report used in EDGE. It allows you to compare multiple loan scenarios over time and deliver your advice in a meaningful format to the borrower. When you go through the EDGE wizard, you will be able to select the TCA when you get to the presentation screen. Please watch the video above for details on:

• Creating a new Borrower or Prospect in EDGE
• Assessing the client’s goals and financial picture
• Capturing the borrower’s current mortgage data
• Creating new refinance loan scenarios
• Applying fee templates
• Generating an EDGE link