DISCOVER THE POWER OF SOFTWARE AS A SERVICE FOR ONLINE LOAN ORIGINATION AND MANAGEMENT
MortgageDashboard is the leading on-demand loan origination management system for a reason. Since 2001, MortgageDashboard
has been providing mortgage brokers and mortgage bankers with powerful Software as a Service (SaaS) solutions available
anywhere with an Internet connection – no software installation required.
MortgageDashboard is not your average mortgage broker and mortgage banker loan origination software. The completely
paperless system has everything mortgage brokers and bankers need from origination to funding, and it’s all available
online. With everything from seamless ordering of vendor services to paperless, online document management,
MortgageDashboard has you covered. With solutions for easy marketing, effective administration and powerful pipeline
management, MortgageDashboard helps you build your business while keeping you organized, compliant and in control.
In addition to all of the features available to you with the MortgageDashboard loan origination system, we ensure that
you are able to make the most of the system with free, unlimited support and training, and you’ll have peace of mind with
a secure environment and powerful data protection whether you’re a single user or a large company.
MortgageDashboard’s features allow it to stand out as the most complete on-demand loan origination system available.
With the power of Software as a Service and the ability to be completely paperless and Web-based, MortgageDashboard is
the most efficient, affordable and user-friendly loan origination system available for mortgage brokers and bankers today.
“
MortgageDashboard has given us valuable tools needed to maintain compliance and control our company workflow
”
Ed Rogers,
American Nationwide
Benefits
On-demand mortgage solutions anywhere, anytime
Work from anywhere with an Internet connection at anytime of day. Whether you’re in your office or out, all of the tools
you need for paperless marketing, originating, processing and closing loans are at your fingertips without a single
software install.
Built around the concept of Software as a Service (SaaS)
With MortgageDashboard, you don’t have to worry about software installation, on-going maintenance and upgrades. The system
is easy to use, very affordable and available to you online 24/7.
Easy and effective workflow management, administration and compliance
Whether you’re an individual broker or a nationwide net branch with thousands of employees, MortgageDashboard can help
you build your business, stay organized and maintain worry-free compliance.
Free, unlimited live support and training
We are here to help you get the most out of the MortgageDashboard loan origination system. With our talented support
team and informative training sessions, you have all of the resources and information you need to use the system to its
full potential.
Secure environment and data protection
Rest assured that your data is protected 24/7. MortgageDashboard employs best practices to ensure maximum security for
customer data.
Features
Powerful pipeline management and processing
Easily manage your leads, track an application and archive your files using specific loan pipelines. Manage
loans from start to finish with an easy-to-use search feature, statuses, sorting and bulk actions.
All of the tools you need for a seamless process
Process a loan seamlessly by tracking documents, communicating with related parties, managing conditions and
keeping up with tasks without leaving your chair. All of the tools you need are included in one Web-based system.
Paperless online document management
e-Briefcase, your one-stop document solution, allows you to upload loan documents and store them electronically
in a single location. All users working on a loan have easy access to the documents, ensuring a truly paperless
transaction.
Automated, online loan status update for borrowers and real estate agents
Check My Loan Status provides a fast and efficient way to monitor loans. Available in real-time 24 hours a day,
it enables all parties associated with a loan to stay up-to-date, while providing useful information and an easy
way to communicate.
Seamless lead generation and management with a free Web application
MortgageDashboard’s Lead Pipeline and free Web App allow you to generate leads seamlessly. The Web App includes
all of the information you need to qualify your borrower. Paste your application link into your Web site, link
it to your e-mail signature or e-mail it to your favorite referral partners, and each lead will go directly into
your Lead Pipeline.
Easy and seamless ordering of services from your favorite vendors
BundleOne is an easy-to-use vendor platform included in the MortgageDashboard loan origination system. It allows
you to easily order, status and manage all of the services you need in a file from one centralized location.
Effective marketing and contact management solutions
Manage your business and keep your clients for life with the e-mail marketing campaigns and tools for managing
your contacts and tasks available in the MortgageDashboard CRM.
Bring in new leads and target the FSBO community with free listing Web sites
Boost your business with limitless exposure for your services, network with real estate agents for more referrals,
and gain more leads from an online application on syndicated property listing sites with Sikku. For more
information, visit Sikku.com.
Pinpoint trends and produce more accurate projections with custom reports
View and analyze your data easily by creating a report in MortgageDashboard. Find data quickly with preset
reports, or build a report customized just for you.
Access to all forms necessary for the loan process
MortgageDashboard gives you access to hundreds of federal, state and company-specific loan documents used for
originating and disclosing loans.
Easy import and export
Migrate your files easily with solutions for importing files and leads directly into your pipeline, and export
your file to CLOUT, DO or to a location on your computer with a click of the mouse.
Effective administration solutions
Manage a multi-role, multi-branch infrastructure easily with powerful and effective management tools. Mentor
your team, set rules and privileges, and ensure worry-free compliance.
Integrated loan product search engines
Search for the best loan for your borrower quickly with loan product search engines integrated directly into
the system.