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Learn about the Mortgage Coach Integration

Everything you need to know to set up and start using MC successfully

Erica McGarvey avatar
Written by Erica McGarvey
Updated over 2 weeks ago

Homebot allows integration with Mortgage Coach so clients can request TCA's immediately from their homeowner report.

Click one of the links below to jump to ahead or scroll through to learn everything there is to know about our integration with Mortage Coach!

You must have a Mortgage Coach at any subscription level to integrate with Homebot.

Benefits of integrating Mortgage Coach include:

  • Provide accurate TCA for your client

  • Simplify your workflow

  • The tuned value is shown on the AVM chart.

BRIEF VIDEO OVERVIEW


HOW IT WORKS

From any refi option, your clients can request a detailed breakdown:

They'll then be prompted to move forward:

If they haven't already, they'll tune the value of their home to confirm what they believe their home is worth.

Depending on how you set up your TCA send, clients may be able to view their TCA right away:

The client will be asked to acknowledge the disclaimer:

And the TCA will look like this:


HOW TO TURN ON MORTGAGE COACH

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 (skip ahead 13 seconds):

Then, go to your Homebot account and select the ACCOUNT tab from the navigation bar on the left. Click on Power Ups, then select Get Started on the Mortgage Coach card.

Next, fill out the following information and select your sending option. Sending options include:

  • Review TCA before Homebot auto-sends it

  • No review, TCA sent immediately to the client

  • Send the TCA yourself when you're ready

If you select Review before Homebot auto sends TCA, choose from the following time:

  • 1 hour (recommended)

  • 24 hours

  • 3 days

  • One week


HAVE QUESTIONS?

Send customer support a direct message using the pink icon at the bottom right of your account or email us at [email protected].

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