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
- How to Add Video to your Advice Engine presentations
- What are Strategy Templates in the Advice Engine
- Understanding and Sending a TCA in the Advice Engine
How To Tips and Videos
- How to enter a HELOC using the HELOC Loan Type
- How to use Team Access (must be enabled by your enterprise administrator)
- How to set up Team Access in the Administration Application
- How to enable and view your presentation alerts
- What does the "Add to Loan" checkbox do?
- How to add a monthly recurring principal reduction in the Advice Engine.
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
- How to enter an ARM (Adjustable Rate Mortgage) in Advice Engine
- How to enter an FHA loan in Advice Engine
- Creating an Open House Flyer in the Advice Engine
- Building a cash out refi 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