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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MORTGAGE COACH MADE SIMPLE

On-Demand Learning Tracks to Help Win Every Client
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Getting Started with Mortgage Coach

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Learning Track | Level 3: Advanced

Learn how to apply financial strategies, use strategy templates and redirect your clients to your application website.

    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.

    How to Read a TCA Manual

      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.

        Quick Guide

          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.

            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

              How to Distribute Your TCA Presentation

              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.

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                          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