Resources

Mortgage Coach eLearning

• In-Product Training
• Mortgage Coach Daily Training Events

Instructional Guides

• Download Guides

Scripts and MC Conversations

• 2022 Script-a-Palooza
• 2022 Trigger Alert Scripts with Jeremy Forcier
• 2022 Market Update with Dan Rawitch
• 2022 How To Answer The #1 Question In Real Estate Today - Is Now The Time To Buy?
• 2021 New Loan Officer Playbook
• 2021 Planning Playbook: A Resource for Sustainable Success

See all 23 articles

System Status

• System Status - All green and performing at peak efficiency

Friday Productivity Mastermind

• Join Us for Productivity Mastermind "LIVE" Every Friday at 9:00 AM (Pacific)
• Productivity Mastermind Recordings
• Join the Productivity Mastermind Community on Facebook

Release Notes

• Release Notes 10-13-22 - Optimal Blue "Get Pricing" Updates
• Jan 2023 - MyNest Application Sunset
• Release Notes Q4 2022 - 1/12/2023
• Release Notes 1/26/2022 - Client Management System Application Update (Enterprise Admins)
• API Release- 01/03/22- Enterprise API Updates (User Administration and Analysis Creation)
• Mortgage Coach Statement on Log4j Vulnerability

See all 38 articles

Administrative Tools (Enterprise Accounts Only)

• CMS Admin - Settings and Locations
• Admin Guide to Impersonate a User
• Managing Users in the CMS
• How to Set Up Team Access in the CMS

PrimeLending Microsite

• Annual Mortgage Reviews with PrimeLending