Mortgage Coach
Getting Started in the Advice Engine
- How to Read a Total Cost Analysis (TCA)
- Personalize a TCA
- How to Create a Purchase TCA
- How to Create a Refinance Total Cost Analysis
- How to Distribute & Share a TCA
- New LO Playbook
Intermediate Advice Engine Features
Advanced Advice Engine Features
Strategies for Your Clients in the Advice Engine
- Top Strategy - Appraisal Gap
- Top Strategy - Cash Out and Debt Consolidation TCA
- Top Strategy - Cost of Waiting
- Top Strategy - Down Payment Option TCAs
- Top Strategy - Down Payment Purchase Options TCA
- Top Strategy - Interest Rate Purchase Options TCA
How To Tips and Videos
- How are the blended rate and blended APR calculated?
- (Enterprise Only) How to use Team Access
- How to Enable and View Your Presentation Alerts
- How to Enter a HELOC Using the HELOC Loan Type
- 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
Building your Report
- Which fees should be included in the APR?
- How can I delete a product?
- How do I copy or duplicate an existing report?
- How do I show down payment assistance in MC?
- How do I calculate the UFMIP refund on a FHA Streamline Refi when I don't know the original UFMIP?
- How do I prepare an amortization for loans in MC?