It can be argued that the presentation of your advice and analysis is as important as the information itself. Mortgage Coach Visual Loan Presenter is a flexible professional presentation tool that allows you to simply and elegantly explain your recommendations in a visually stunning package. It will set up apart from other Loan Officers and demonstrate your professionlism to prospects and clients.
Report Wizard
Use this simple wizard to create flexible and customized report presentations automatically wrapped around your analysis reports.
- Change Report Titles, Logos, Pictures, Colors
- Include a templatized cover letter or insert custom information
- Highly flexible with the ability to add in or remove templated sections like Equity, Financial snapsop, Income, Credit, Goals, Credit Improvement and Snapshop
- Build your own marketing templates to book end the report with you special message and branding
- Create a template that allows you to save all your selections into a standard template that you can use over and over