MortgageCoach Live allows you to have an interactive experience with your client so you can effectively drive the presentation on the client’s screen to ensure your advice is fully understood. With MortgageCoach Live, you can highlight and scroll through the various sections on your client’s screen while they are viewing the report.
Watch the video to learn:
- How to prompt the MortgageCoach Live feature
- How to highlight individual cells on the live report
- How to pop out the More Info sections
- How to clear out the highlighting
Access the resources below:
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