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Our step-by-step training videos will help you become a top-producing Mortgage Planner by using The Mortgage Coach. By allocating one hour per day to such training, you can start exploiting the power of the software with every single new and existing client.

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Beginning to Use The Mortgage Coach

Format Level Subject Title
Beginner Hands-on Getting Started
Beginner Hands-on Total Cost Analysis Module
Beginner Hands-on RateWatch Module
Beginner Hands-on Rent vs. Own Module
Beginner Hands-on Debt Consolidation Module
Beginner Hands-on Equity Repositioning Module
Intermediate Hands-on Emailing PDF Reports
Intermediate Hands-on Option ARMs
Intermediate Hands-on Avoiding the Recast Using the Total Cost Analysis
Intermediate Hands-on Version 7.0 Announcement Video
Intermediate Hands-on How to Conduct Freedom Point Reviews NEW!
Intermediate Hands-on Recast Reviews NEW!
Intermediate Hands-on Hybrid Option ARMS NEW!

Marketing Machine

Format Level Subject Title
Beginner Best Practice "Signing up for the Marketing Machine" by Matthew Bowe
Beginner Best Practice "Create a Proposal" by Matthew Bowe
Beginner Best Practice "Create a Brochure" by Matthew Bowe
Beginner Best Practice "Create an Equity Review Proposal Assistant" by Matthew Bowe

Strategic Training

Format Level Subject Title
Beginner Best Practice "Becoming a Mortgage Planner Using The Mortgage Coach" by Dave Savage
Intermediate Best Practice "Unleash the Power of The Mortgage Coach" with Jim McMahan
Beginner Inspirational 212 Degrees (Inpirational Video)
Beginner Best Practice "Basics of The Mortgage Coach" with Tim Braheem of Loan Tool Box
Intermediate Best Practice "Using the Total Cost Analysis Module" by Tim Braheem
Intermediate Best Practice "Interest Rate Movement" by Tim Braheem
Intermediate Selling "Cross Selling w/ Page 5 of Loan Application" by Tim Braheem
Intermediate Best Practice Using the Equity Repositioning Module

DOCUMENTS

Format Level Subject Title
Beginner Usage The Official User Manual
Beginner Activation Quick Start Guide (15-Page Activation Guide)
Beginner Best Practice Two Roads: The Transactional Loan Officer vs. The Mortgage Planner
Intermediate Selling The Art of Referrals