To duplicate your Total Cost Analysis:
- Sign in at edge.mortgagecoach.com and then click on view all at top of the page.
- Type in information for the report you want to copy. Click on search.
- Select the report you want to copy. Click on copy analysis.
- Choose current client or new client. Click on ok.
- Fill in the details as you move through the report.
- Share and view your report on desktop and mobile.
Download the Guide here: http://mcedge.tv/duplicatetca
There are two ways to copy a presentation in Mortgage Coach. This process will also work in the Partner section.
1) Click on the View All button, find the Client, then click on the gray arrow toward the left and you'll see your files for this Client. Click once on the report you want to copy and you'll see a Copy Analysis button toward the right. Click on this and then you have the choice to copy to the Current Client - which will keep all your Client's contact info, as well as your products and the other option is New Client which will strip the Client's info but keep the products.
2) Open the presentation that you want to copy (the data entry part, not the live report), then jump straight to the analysis screen in Mortgage Coach. You will see a "Copy Analysis" which has the same functionality as described above.