1. Sign in at edge.mortgagecoach.com and select the client/report in Recent Clients or use the Search All feature. Select the report you want to copy.
3. In the left navigation bar under Analysis, click on Copy Analysis.
4. Choose Current Client or New Client. Click on Ok. Fill in the details as you move through the report.
Comments
3 comments
Yes this is helpful. I needed to copy a Rent Vs Own presentation for different Realtor Partners Thank you.
Excellent! Thanks for your feedback, Mark!
How do we do this in the updated version? I do not see copy analysis anymore. Thank you!
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