Self-paced learning tracks for all levels of users.
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.
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 for more information.
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.
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.
Once you have mastered how to read and fully customize a total cost analysis, you can now learn how to create a Cost Analysis for refinances. This Total Cost Analysis will help all rate and term finances feel seamless as you show clients how paying off their mortgage years earlier will help save money spent on interest over time.
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.
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.
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.
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.
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.
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.
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.
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.
