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Instructional Guides

• Download Guides
• Product Images: Total Cost Analysis

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• Join us for Productivity Mastermind "LIVE" every Friday at 9:00 am pacific
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Integrations

• How to enable the Homebot Integration (Enterprise and Broker Edition)
• FAQ- How do I change the image used on my SocialSurvey review on the TCA?
• How to use the new "Get Pricing" feature from Optimal Blue
• Introducing the new Social Survey Integration for Enterprise Accounts
• Running Automated Mortgage Review Campaigns in Jungo
• How to send priced options from Optimal Blue to Mortgage Coach (Enterprise Accounts Only)

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Scripts and MC Conversations

• 2020 PERFECT LOAN PROCESS PLAYBOOK
• Josh Mettle Script
• Tony Blodgett Scripts using RateWatch
• LEAD CONVERSION PLAYBOOK
• LEAD GENERATION PLAYBOOK
• SELLER BUYDOWN PLAYBOOK

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Release Notes

• May 12th Release update
• 4/25/20 Optimal Blue Integration Update
• 4/13/20 Release Notes- Gamification, OB MMI, Funded Loans, Mobile App Enhancements
• 3/25/20 Release- New Home Screen, updates to OB integration, bug fixes
• Release Notes 3/6/20 Build- HELOC loans and browser security updates
• Release Notes 12/9/19- Automation Tab and Optimal Blue Updates

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