Technology to create borrower home loan strategies and present virtually

Enhanced Borrower Loan Advice. Improved Pipeline Conversion. Increased Lender Production.

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Millions of families and thousands of lenders trust Mortgage Coach to make the right home loan choice.

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On-Demand Learning Tracks to Help Win Every Client

Getting Started with Mortgage Coach

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Learning Track | Level 1: Get Started

Learn the Mortgage Coach basics, including how to read, personalize, create and distribute a Total Cost Analysis (TCA).

    Topic 1: How to Read a TCA

    How to Read a TCA Manual

    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.

      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.

        Quick Guide

          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 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.

            Quick Guide

              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.

                  Create & Use Fee Templates for Closing Costs

                  Save time by using Fee Templates to apply fees to your Total Cost Analyses. Set your itemized fees in the template and re-use the template without re-creating your fee list for every presentation.

                    Create Product Templates for Product, Fee & Monthly Cost Details

                    Save time by creating and using Product Templates to create your Total Cost Analyses with default Fee Templates, Product Details and Monthly Costs. Re-use the templates without re-keying these details for every presentation.

                      How to Use Mortgage Coach Live

                      Highlight sections, columns, and rows in the TCA and the client will see the changes in real-time. Draw their attention to the exact items you are describing.

                          How to Add Video to you TCA

                          Video is no longer optional. Engage with your clients using a quick video inside the TCA. Record from your mobile device or inside the browser.


                          Strategies to Become a Mortgage Coach Blue Belt

                          Add video and audio & apply financial strategies.

                            Use Strategy Templates to Generate TCAs in Less Than 5 Minutes

                            Strategy Templates are prebuilt TCAs based on a specific strategies. For example, FHA vs Conv, MI Options, Etc. Personalize and create Strategy Templates to include product and fee templates to generate TCAs in less than 5 minutes.

                              Redirect Your Clients to Your Application Website

                              A Start Now button allows you to capture a lead from the TCA and turn them into a client by re-directing them to an apply now website or to your mini-application website.

                                  Use Reinvestment Strategies with Your Total Cost Analysis

                                  Re-assign monthly savings to principal reduction payments, a current savings account and/or a new investment vehicle. Pay off the mortgage sooner or increase your net worth over time.

                                  What Mortgage Pros Say about Mortgage Coach