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Suzanne Duniphin

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Activity overview

Latest activity by Suzanne Duniphin
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    Suzanne Duniphin created an article,

    SimpleNexus Integration

    Automatically create a Total Cost Analysis with the SimpleNexus platform. Click here for the integration guide.

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    Suzanne Duniphin created an article,

    Release Notes 1/26/2022 - Client Management System Application Update (Enterprise Admins)

    Hi Mortgage Coach Admins! We have completed a release for our Client Management System (CMS) and the new features are now available in production. We added a new Team Access Report where the Admin...

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    Suzanne Duniphin created an article,

    Top Mortgage Coach Videos of 2021

    Train with the Best LO's in the country!  Click HERE to access the top 10 Mortgage Coach videos of 2021.

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    Suzanne Duniphin created an article,

    New LO Playbook

    If you’re hiring new loan officers, here’s a 4-Step playbook that has proven successful with hundreds of NEW loan officers who started with no previous mortgage experience. At the bottom of the pla...

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    Suzanne Duniphin created an article,

    Encompass (ICE Mortgage Technology) Integration (Enterprise Only)

    The integration enables lenders to instantly generate accurate and compliant TCA presentations for every loan record managed in Encompass via a secure, single sign-on user experience. Click here to...

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    Suzanne Duniphin created an article,

    First American Title Integration (Enterprise Only)

    Mortgage Coach has integrated with First American Title Insurance Co. to enable lenders to incorporate title fees into custom total cost analysis (TCA) presentations. This feature will provide cons...

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    Suzanne Duniphin created an article,

    Admin Guide to Impersonate a User

    Admins can impersonate a user in the Advice Engine to review templates, upload images, view presentations and reports. Click here to view the guide: Admin Guide

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    Suzanne Duniphin created an article,

    Managing Users in the CMS

    Admins have access to add, edit, and deactivate users in the Client Management System (CMS). This guide shows step-by-step how to manage users in the CMS. Click here to view the following guide: Ma...

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    Suzanne Duniphin created an article,

    HomeBinder Integration (Enterprise Only)

    HomeBinder improves home value through a centralized management platform provided exclusively by authorized professionals. With the HomeBinder and Mortgage Coach integration, both lenders and borro...

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    Suzanne Duniphin created an article,

    Sales Boomerang Integration (Enterprise Only)

    Sales Boomerang notifies Lenders when a Borrower is ready for a loan. Sales Boomerang is the first automated borrower intelligence system brought to the mortgage industry. Sales Boomerang is a cros...