Access the walk through tutorial --> https://youtu.be/g1oie9Dzbqg
The Total Cost Analysis is the main purchase and refinance comparison report used in MC. 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 MC wizard, you will be able to select the TCA when you get to the presentation screen.
- Creating a new Borrower or Prospect in MC
- Assessing the client’s goals and financial picture
- Capturing the borrower’s current mortgage data
- Creating new refinance loan scenarios
- Applying fee templates