Homebot's integration with Mortgage Coach allows several delivery options you can use when a client requests a TCA. There are several sending options you can select:
Review TCA before Homebot auto-sends it
No review, TCA sent immediately to the client
Send the TCA yourself when you're ready
Aren't sure which setting is right for you? Our top producers recommend these best practices.
To change your settings for Mortgage Coach, select the Customize tab from the navigation bar:
Then, select the Mortgage Coach card:
Click 'Edit Settings' to update your sending options:
Once you're done, select the 'Save and finish' button to update your settings.