TAKE FULL ADVANTAGE OF MORTGAGEDASHBOARD’S ON-DEMAND LOAN ORIGINATION MANAGEMENT SOLUTIONS WITH UNLIMITED LIVE TRAINING AND SUPPORT

Quick Guides

Get the information you need fast be selecting one of the following quick guides:

• Adding Contacts
• Adding Unmarried Co-Borrowers
• ARM Details
• Company Center (Admins)
• Company Center (Users)
• Creating a Second Mortgage
• Disabling Pop-Up Blockers

• Creating Custom Reports
• Credit Re-Issue
• Denying a File
• Importing and Exporting a File
• Loan Status Update
• Running the Loan Search Engine
• Web App Setup

• Searching the Pipeline
• Setting Packages
• Setting Printed Forms Address
• Setting Templates
• Setting Vendor Accounts
• Submit to Processing and Underwriting

• REO / Liability Linking
• Transferring
• Turning a Lead to Prospect / Prospect to Borrower
• Using Company Pipelines
• Using eBriefcase
• Printing and E-mailing Disclosures

Training

MortgageDashboard Training is designed to help you get the most out of your MortgageDashboard Web-based loan origination system. Whether you are a loan officer, processor or manager, MortgageDashboard Training helps you to understand the features and tools that will allow you to use the system effectively and efficiently.

• Getting Started: Set up and start using your MortgageDashboard loan origination system quickly and easily.
• User Manuals: For quick information and step-by-step instructions read MortgageDashboard's user manuals.
• Live Training: Sign up for a free, online training session and learn to use MortgageDashboard to its full potential.
• Video Training: View one of our training videos for easy-to-follow, step-by-step demonstrations and troubleshooting.

Support

Have an issue or problem using MortgageDashboard? We offer three convenient ways for you to get the right answers quickly with the help of our talented MortgageDashboard Technical Support team. The best way to contact MortgageDashboard Support is by using the MortgageDashboard Support Ticket System, which enables us to handle your issue efficiently. You can submit a Support Ticket any time of day, and we will promptly reply during our regular business hours of Monday through Friday, 9 a.m. to 6 p.m. Telephone support is also available during these hours by calling us toll-free at 866-364-3548. If you are unable to reach us by either of these means, please e-mail MortgageDashboard support.

• Support Tickets: Get answers quickly by submitting a support ticket to the MortgageDashboard Support Team.
• Frequently Asked Questions: Find the answers to your questions quickly in our FAQs.

Overview

Training

Getting Started

User Manuals

Live Training

Video Training

Support

Support Tickets

Frequently Asked Questions

Feature Request

• Send Support Ticket
• Check Ticket Status

What's New In MDB

June 6, 2008

Improve your workflow speed with MortgageDashboard's new, comprehensive 1003 editing tools

MortgageDashboard is offering its biggest user-friendly change with a more informative 1003. Additions to the 1003 display include employment HR contact, REO status and many more. These additions will help you to determine what's missing on the file in a single area. With better navigation and reduced clicks, the improved 1003 will allow you to greatly decrease data entry time.