Advice Engine

Getting Started in the Advice Engine

• Setting Up The Basics in the Advice Engine
• What are Strategy Templates 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
• Understanding and Sending a TCA in the Advice Engine

How To Tips and Videos

• 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
• How to add or update your Image and Logo in the Advice Engine

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Creating Basic Reports in the Advice Engine

• Creating a Purchase TCA 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
• Creating a Refinance Total Cost Analysis

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