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  1. Mortgage Coach Support Center
  2. Advice Engine Training Videos

Advice Engine Training Videos

Getting Started in the Advice Engine

  • Setting Up The Basics in the Advice Engine
  • How to create and use fee templates in the Advice Engine
  • How to create and use a product template in the Advice Engine
  • What are Strategy Templates in the Advice Engine
  • Understanding and Sending a TCA in the Advice Engine

How To Tips and Videos

  • How to add a monthly recurring principal reduction in the Advice Engine.
  • How to search your pipeline in the Advice Engine
  • How to generate and share link to your Client's Analysis in the Advice Engine
  • How to use MC Live in the Advice Engine
  • How to update your contact information in the Advice Engine
  • How to add the Start Now Button in the Advice Engine
See all 13 articles

Creating Basic Reports in the Advice Engine

  • Creating a Purchase TCA in the Advice Engine
  • Creating a Refinance Total Cost Analysis in the Advice Engine
  • Creating an Open House Flyer in the Advice Engine
  • Building a cash out refi in the Advice Engine
  • Creating a construction to permanent loans in the Advice Engine

Strategies for your Clients in the Advice Engine

  • How to create and use Strategy Templates in Advice Engine
  • How to create a Purchase Power by Rate analysis in the Advice Engine
  • How to build a Cost of Waiting Presentation in the Advice Engine
  • How to Build the "Skip The Bagel" presentation in the Advice Engine
  • How to create an Annual Mortgage Review in the Advice Engine
  • How to Customize your Reinvestment Strategies in Advice Engine
See all 7 articles
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