MCT Client Training Webinar:
MCTlive! User Workshop Level 1
This webinar has concluded. Please view the webinar recording below.
This MCT client-exclusive webinar is based on the MCTlive! Level 1 User Guide and provides a comprehensive overview of the platform.
The webinar, featuring Kristen McCarthy of MCT’s Business Intelligence Team, analyzes how to manage your pipeline and reduce leakage using MCTlive!
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Increase your knowledge in our review of the MCTlive! dashboard, pipeline deltas, historical overview, pull through ratios and assumptions, and MCTlive! reporting. Watch the video below to learn how the functionality within MCTlive! can improve your loan sales pipeline management. To schedule a personal training session, please use our Contact Us form.
View the Webinar Recording
In this client-exclusive webinar, MCT’s Kristen McCarthy provides Level 1 User Training for MCTlive! Please view the recording below and contact us for any questions!
About the Webinar:
Join Kristen McCarthy from MCT’s Business Intelligence Team as she provides a comprehensive overview of the platform centered around the MCTlive! Level 1 User Guide. Webinar topics will include:
- MCTlive! Dashboard Overview – how to review your open hedged pipeline and pipeline coverage.
- Pipeline Delta’s Overview – review tools in MCTlive! that help manage your hedged pipeline and prevent profit leakage.
- Historical Overview – learn how to review your monthly committed and monthly cash P&L (lift over best efforts) historically and monthly.
- Pull-Through Analyzer – review pull through ratios and assumptions for your open hedged pipeline.
- MCTlive! Reporting – learn how to review reports based off live data imported from your LOS
“This webinar will give users an overview and understanding of MCTlive! It is created to ensure that everyone have a solid foundation with the software.”
Kristen McCarthy, Client Engagement from the Business Intelligence Team, Mortgage Capital Trading
About the Webinar Presenter:
Kristen McCarthy, Client Engagement from the Business Intelligence Team
Kristen McCarthy has over 18 years of experience in the mortgage industry and has worked 10 years in a secondary marketing role. Starting with MCT in February 2019, she has assisted in training clients on MCT Reporting inclusive of Mark-to-Market and Business Intelligence Reports as well as creating user guides to assist clients with their knowledge of MCTlive!. Her expertise lies in advising clients on suggested best practices, pipeline management and how to best utilize MCTlive! in their day to day roles. She has helped to support over 70 national clients since coming on board in 2019.
Prior to joining MCT, she worked as the Secondary Marketing Manager at a prominent northeast mortgage company where she started her career in 2001 and eventually helped to centralize their lock desk and move from selling best efforts to mandatory.
