Homebot allows integration with Mortgage Coach so clients can request TCA's straight from the platform.
Requirements for integration:
A Mortgage Coach account (any subscription level)
Homebot Lender Pro account
HERE'S HOW IT WORKS:
When your client selects the refi options, they'll be able to get a detailed breakdown of rates.
Once filled out, we'll send you the following information:
Current loan details
Refi loan type (30 yr fixed, 5/1 ARM, etc)
The rate Homebot showed
If a CMA has been performed OR if an AVM has been tuned, then we can send over the AVM
HOW TO TURN IT ON:
You'll want to first find your API key in your Mortgage Coach account but no worries, we've made it easy for you to find. Watch this video:
Then, go to your Homebot account and select the Customize tab from the navigation bar. Then, select Get started on the Mortgage Coach card.
Then, fill out the following form.
Next, select the sending options for the TCA. You have the following options:
SENDING OPTIONS -
Review TCA before Homebot auto-sends it
No review, TCA sent immediately to the client
Send the TCA yourself when you're ready
TIME PERIOD SENT -
1 hour (recommended)
Have questions or need further support? Email us at [email protected]