Jacob Gibbs
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Activity overview
Latest activity by Jacob Gibbs-
Jacob Gibbs created an article,
Release Notes- 8-20-19
Hi Mortgage Coaches, Here are the details of the new features and bug fixes included with this release. Make sure to log in, then hit the refresh button in your browser to pull in the latest versio...
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Jacob Gibbs created an article,
Release Notes 8/12/19- Updates to Advice Engine
Hi Mortgage Coaches, Last night, we pushed a release of the Advice Engine with some much-needed updates. To take advantage of the new features, please log into the Advice Engine, then hit the refre...
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Jacob Gibbs created an article,
How to create and use Strategy Templates in Advice Engine
Strategy Templates allow you to save a full analysis that can be repurposed for new clients with only a couple of clicks. Check out the video below to learn how to create your first templates and h...
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Jacob Gibbs created an article,
Which fees are contribution style fees that knock down the cash to close?
There are a number of fees in the Advice Engine that have special logic tied to them so that: 1) A positive dollar figure will result in a reduction to the cash to close 2) Only a lender, seller, o...
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Jacob Gibbs created an article,
FAQ- How do I change the image used on my SocialSurvey review on the TCA?
Your SocialSurvey review will use the same headshot image that you have uploaded into your Mortgage Coach settings. If you want to ensure that the same photo is used on your SocialSurvey Review and...
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Jacob Gibbs created an article,
How to use the new "Get Pricing" feature from Optimal Blue
You can now reach out to Optimal Blue from within Mortgage Coach to get pricing for any loan option scenario on your presentation. To see more about how to use this powerful feature, please click o...
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Jacob Gibbs commented,
Official comment We do plan on adding this in a future build, along with the ability to drag and drop loan scenarios to define the order.
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Jacob Gibbs commented,
Official comment Hi David, The view is actually dependent on the monitor size of the person viewing the presentation. Widescreen monitors will always begin in landscape view, but if the monitor is not wide enough t...
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Jacob Gibbs commented,
Official comment This is one of the key changes in our new Advice Engine. We just finishing our beta phase and within the next two weeks, you will see a link at the bottom of your home screen to Try the New Advice ...
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Jacob Gibbs created an article,
Introducing the new Social Survey Integration for Enterprise Accounts
Mortgage Coach integration with SocialSurvey brings together the trust established with reputation management and the commitment created with accurate loan advice. The integration embeds an instant...