MortgageCoach

  • Frequently Asked Questions (FAQs)

  • Presenting, Sharing & Client Engagement

    Learn how to deliver, customize, and track your presentations to maximize client impact. This section contains articles on personalizing your Homeowner Strategy reports, adding video walk-throughs, utilizing the real-time MortgageCoach LIVE feature, setting up presentation viewing alerts, and integrating lead-capture widgets. Use these resources to streamline how you share insights and engage with your clients.

  • Resources

  • Settings & Account Setup

    Manage your profile preferences, settings, etc. Turn here for help with contact preferences, presentation settings, setting up your "Start Now" application button, and managing the standard settings within your account.

  • Templates, Presentation Creation, and Product Setup

    Build and customize your MortgageCoach Homeowner Strategies with speed and precision. Learn how to set up time-saving fee and product templates, leverage the AI presentation creator, record and upload videos, and use the interactive LIVE feature.