You can now edit your MortgageCoach Comparisons directly from the MortgageCoach App, whether they were originally created on your mobile device or your desktop.
How it Works
The app now recognizes any presentation that fits within the "Mobile-Friendly" data set. If your presentation uses the fields supported by the mobile interface, you can jump in and adjust rates, fees, or client info instantly.
Editing on Mobile: Rules & Compatibility
To maintain a streamlined mobile experience, the app supports Fixed-Rate 15, 20, and 30-year mortgages for Purchase or Refinance scenarios.
| What You CAN Edit on Mobile | What Requires MC Classic (Desktop) |
| Product Details: Fixed terms (15, 20, 30 yr), Interest Rates, Down Payments. | Advanced Products: ARMs, HELOCs, 2nd Liens, or Buy-downs. |
| Costs: Standard Closing Costs, Fee Templates, and Monthly Costs (HOA, Taxes, MI). | Advanced Tabs: Assumptions, Affordability, Expenditure, and Analysis. |
| Client Info: Primary Name, Contact Info, and Property Address. | Co-Borrowers: Adding or editing Co-Borrower details or DOB. |
| Engagement: Adding Videos, Highlighting, and Live Sharing. | Presentation Types: Seller Buy Downs or Amortization Schedules. |
Key Support Notes:
- Drafts: If you start a new presentation on mobile, remember to hit "Create Presentation" on the Review screen. It will not appear on your desktop list until this step is completed.
- Fee Templates: You can apply your existing MortgageCoach Classic fee templates within the app, but new templates must still be created on the desktop.
- Data Sync: Any changes made and saved in the app will reflect immediately when the borrower views the link and when you next log in to MortgageCoach Classic.
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