Video Resources to Win More Business
Total Cost Analysis in 80 seconds
Nations Lending: Mortgage Coach Training 1
Daily Training and Live Events
Mon
MONDAY AT 12:00PM ET / 9:00AM PT
Introduction to Mortgage Coach
If you haven’t created 20 Total Cost Analyses yet, this is where you need to be. In this session, we’re going to take you from 0 to 20, step by step.
Register for your preferred date(s):
Tue
TUESDAY AT 12:00PM ET / 9:00AM PT
10x Tuesday with Dave Savage
Dave Savage will offer inspirational leadership that will help make loan officers more successful. This session offers successful processes and strategies for managers and their loan officers as Dave interviews seasoned Mortgage Coach experts.
Register for your preferred date(s):
Wed
Thu
THURSDAY AT 12:00PM ET / 9:00AM PT
Thursday Q&A
Receive complete skill-based coaching with a focus on building a Total Cost Analysis in 5 minutes or less. Learn how to use the BIP and Mortgage Coach faster and better and get your questions about strategies and features answered.
Register for your preferred date(s):
Friday
FRIDAY AT 12:00PM ET / 9:00AM PT
TrustEngine Mastermind with Dave Savage and Todd Bookspan
Join Dave Savage and Todd Bookspan along with other TrustEngine mentors to work through strategies that will save you time, make you more productive and help you close more loans.
Register for your preferred date(s):
On-Demand Training for Mortgage Coach
Whether you are new to Mortgage Coach or have been using it for years, we're here to help train and educate you on how to maximize your potential & investment. Learn on your time with these convenient tracks that guide you through critical processes while providing helpful tips and insights.
You can also learn How to read a TCA here.
Getting Started
Learn the Mortgage Coach basics, including how to ready, personalize, create and distribute a Total Cost Analysis.
5 SESSIONS
Topic 1: How to Read a TCA
Get started with Mortgage Coach to gain knowledge on how to read a Total Cost Analysis (TCA) report in full detail. You can also easily access the TCA Manual above for more information.
Topic 2: Personalize a TCA
Gain insight into how to add your own branding and personalization to your Total Cost Analysis presentations, including company logo, profile image and contact information.
Topic 3: How to Create a Purchase TCA
Once you have mastered how to read and fully customize a Total Cost Analysis, you can now learn how to create a Total Cost Analysis for purchases. This Total Cost Analysis will help speed up the pre-approval process and enable you to easily compare multiple down payment or rate options.
Topic 4: How to Create a Refinance TCA
Once you have mastered how to read and fully customize a Total Cost Analysis, you can now learn how to create a Total Cost Analysis for refinances. This Total Cost Analysis will help all rate and term refinances feel seamless as you show clients how paying off their mortgage years earlier will help save money spent on interest over time.
Topic 5: How to Distribute a TCA
Once you’ve established how to create a Total Cost Analysis presentation, you are now ready to generate and share the presentation link with your clients. Once distributed, you will be notified via email anytime the client views the presentation.
Intermediate
Learn how to build fee & product templates and how to use TCA enhancements such as video & highlighting features.
4 SESSIONS
Topic 1: How to Build Fee Templates for Closing Costs
Discover how to use fee templates to begin applying fees to your Total Cost Analysis presentations. Here you will learn how to set itemized fees in a template and repurpose the template without having to recreate a fee list for every presentation.
Topic 2: How to Build Product Templates for Product & Monthly Costs
Once you have mastered how to build fee templates, you can now learn how to use product templates that include default fee templates, product details and monthly costs. Similar to fee templates, you can repurpose product templates, saving you time in building your TCA presentations.
Topic 3: How to Highlight a TCA Using Mortgage Coach Live
Learn how to enhance your TCA presentation by using the Mortgage Coach Live feature. These enhancements include highlighting sections, columns and rows in real-time within your TCA presentation, which will help capture your client’s attention to the details you’d like to emphasize.
Topic 4: How to Add Live Video to a TCA
Learn how to enhance your TCA presentation by using the Mortgage Coach video feature to fully engage with your clients. The video can be recorded from a mobile device or inside a browser.
Advanced
Learn how to apply financial strategies, use strategy templates and redirect your clients to your application website.
3 SESSIONS
Topic 1: How to Customize and Apply Strategy Templates
Strategy templates are templates that are pre-built TCA’s based on a specific loan scenario such as FHA vs. Conventional or MI options. Here you will learn how to personalize and create your own strategy templates to include product and fee templates, which will enable you to generate a TCA in less than 5 minutes.
Topic 2: How to Redirect Clients to an Application Website
Learn the details on how to capture a lead from the TCA presentation and turn them into a client by redirecting them to an “Apply Now” website or to your mini-application website.
Topic 3: How to Customize and Apply Reinvestment Strategies
Dive into reinvestment strategies, where you will learn how to reassign monthly savings to principal reduction payments, a current savings account or a new investment vehicle. This advanced functionality allows clients to pay off their mortgage sooner or increase their net worth over time.
Resources
Integration Manuals
More Videos & Resources
Questions?
Please reach out by email to our Support Team or visit the Mortgage Coach Support Center.
Sign In/Up