Advice Engine Training Videos
Getting Started in the Advice Engine
How To Tips and Videos
- 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.
- 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
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