Paul’s Tip of the Week:
MCTlive! Client Profile Tab
Published on 08/10/2022
The intention of the Client Profile tab is to provide some basic information in an easy to access spot within MCTlive! The tab contains client info, investor setup, dealer setup, and document storage.
Read about the four sections within the tab, click to enlarge screenshots, and contact the Client Success Group (firstname.lastname@example.org) or your trader with any questions or comments.
About MCTlive! – Pipeline Management Software
- 100% Cloud-Hosted, Web-Based, Real-Time Functionality
- Multidimensional Pull-Through Analytics
- Bid Auction Manager (BAM) Loan Trading Platform
- Electronic TBA Trading
- Rapid Commit for Agency Delivery
About the Author
Paul Yarbrough, Director of Client Success Group
Secondary marketing expert Paul Yarbrough joined San Diego-based MCT to oversee new client on-boarding, manage the company’s secondary marketing technology and implement necessary solution training.
He has detailed knowledge on how to leverage secondary marketing technology to proficiently run capital markets functions. He plays an important role in implementing and training lenders on MCT’s secondary marketing technology platform MCTlive!, as well as ancillary solutions. Mr. Yarbrough has a BA in Finance from West Texas A&M with a minor in Economics.