Training & Support
MORTGAGE SOFTWARE FOR ON-DEMAND LOAN ORIGINATION MANAGEMENT
THE MORTGAGE ORIGINATION SYSTEM OFFERING EXCEPTIONAL CUSTOMER SUPPORT THAT IS LIVE, FREE AND UNLIMITED
-
-
We make it easy for you to submit a support ticket at any time of day if you should encounter
an issue while using your mortgage origination system. Submit a ticket, and our
support team will promptly reply during our regular business hours. In order to use
MortgageDashboard's support ticket system, you must create a free account. If you would like
o submit a ticket for the first time, please click the link above and follow the instructions
to create your support ticket system account. If you have already submitted a support ticket,
you may track its status or submit another using your account.
-
Submit a New Ticket:
Get answers quickly by submitting a support ticket to the MortgageDashboard Support Team.
-
Check Ticket Status:
Check the status of your support ticket easily by signing into your free account.
-
-
Before contacting support, take a look at MortgageDashboard’s Frequently Asked Questions, and find
the answers to your questions quickly and easily.
-
How do I disable pop-up blockers?
-
There are several different popup blockers that may be installed on your system. Please utilize the attached popup blocker
disabling guide to walk you through troubleshooting each of them. Click here:
Disabling Pop-Up Blockers
-
How do I set up new users and delete users?
-
Contact your company Administrator at your corporate office for more information on creating and deleting users.
-
How do I set up the system to pull credit?
-
All vendors services that can be ordered inside of MortgageDashboard (Credit, LoanSifter, AU, etc) have
usernames and passwords that must be entered in your settings. Select the Settings tab at the top of your
Dashbaord and then select the Vendor Accounts tab on the left menu. Select the type of vendor, then select
the name of the vendor, and finally enter your credentials. For a step by step guide please Click here :
Credit Guide
-
Where does the auto-populated info on the 1008 come from?
-
By hovering your mouse over any greyed boxes a tooltip will appear telling you where the information is
autopopulating from. Simply go to that area and make the changes necessary and they will re-populate
through the loan application.
-
How do I change my password from within the system?
-
All User Profile Settings are located in the Setting tab at the top of your MortgageDashboard. Once
you are in the Settings tab select the My Account tab on the left menu. Select the Password Management
tab and enter your new password information. For a step by step walkthrough or for any additional
profile help please refer to the Getting Started Guide. Click here :
Getting Started Guide
-
How do I add an unmarried co-borrower?
-
Adding Unmarried Co-borrowers is done inside the primary borrower file. Select the Tools tab on the left
hand menu and select the Add Unmarried Coborrower link. Follow the instructions on the next page and you
will finally be directed to the new borrower's Credit Center to order credit. Once you have finalized the
new borrower's 1003, select the 1003 tab to the left and scroll down to the Return to Parent File option.
Select this link to return to the parent file. For more help Click here:
Adding Unmarried Co-Borrowers
-
How do I set up loan numbering?
-
Loan Numbering is set by your company administrator for the entire company. Please contact your corporate
office for any information about the loan numbering for your team.
-
How do I get the WebApp?
-
The Online MiniApp is set up in your Settings tab and emailed to you. Go to the Settings tab of your
MortgageDashboard and select the Extensions tab on the left hand menu. Enter your website and Thank
You/ Redirect pageand hit the Edit button. Your instructions will be emailed to you. For full
information please Click here:
Web Application Guide
-
How do I set up my third-party vendors/enter my credentials?
-
All vendors services that can be ordered inside of MortgageDashboard (Credit, LoanSifter, AU, etc) have usernames
and passwords that must be entered in your settings. Select the Settings tab at the top of your Dashbaord and then
select the Vendor Accounts tab on the left menu. Select the type of vendor, then select the name of the vendor,
and finally enter your credentials. For a step by step guide please Click Here:
Setting Vendor Accounts
-
How do I change the address that prints on my disclosures?
-
All User Profile Settings are located in the Setting tab at the top of your MortgageDashboard. Once you are in
the Settings tab select the My Account tab on the left menu. Now select the Printed Disclosures Address tab
and enter the information needed.Click Here:
Setting Printed Forms Address
-
How do I create a GFE Fee Schedule?
-
Creating Templates is done in the setting tab of your MortgageDashboard. Once inside of the Settings tab select
GFE Templates on the left hand menu and click show templates to see what has already been set and made available.
If these items are not suitable you may create new templates or copy existing templates to customize them for yourself.
See the attached guide for step by step instructions. Click Here:
Setting Templates
-
How do I add a new office, delete or modify a new office?
-
Contact your company Administrator at your corporate office for more information on office settings and
adding or deleting users and branches.
-
Where do I change my e-mail address?
-
All User Profile Settings are located in the Setting tab at the top of your MortgageDashboard. Once you
are in the Settings tab select the My Account tab on the left menu. Enter your new email address and
select the Personal Email redio button below the email address box. Now be sure to enter your correct
email server, username and password for your email service/account. For a step by step walkthrough or
for any additional profile help please refer to the Getting Started Guide. Click here :
Getting Started Guide
-
How do I assign a loan?
-
Assigning a loan to a processor or Underwriter is called "Submitting" a file. Select the Submit to
tab on the left hand menu of your file and select the person you wish to submit your file to by type
(processor, underwriter, etc) For more help please see the Submitting to Proceesor and Underwriter guide .
Click here:
Submit to Processing and Underwriting
-
How do I move a file into the "Closed/Funded" pipeline?
-
Moving a file to Closed/ Funded, Deleted and/or Withdrawn/Cancelled can be done from two places. If you
are in your pipeline screen, simply place a check in the box in front of the loans you wish to move. Then
select the Action in the Tools box to the left (Move to Closed, Move to Withdrawn etc.) If you are inside
of your loan, select the tools tab on the left menu and select the action you wish to perform (Move to Closed, etc)
-
How do I restore an app that was deleted?
-
Inside any of your archive pipelines (Deleted, Closed, Denied and Withdrawn) you will see a curved arrow to
the right of the loan file line item. Select this curved arrow icon and the file will be moved back to the
pipeline it was deleted (denied etc) from. You may also open the loan file and select Restore from the
tools tab on the left menu.
-
Where are the applications that are submitted through my WebApp?
-
Your free online mini app that was set up inside of your extensions, will send your new mini apps to the
LEAD pipeline. If you have signed up for an alamode website and are looking for your full loan apps be
sure you have set up your vendor for websites (inside of settings- refer to the getting started guide)
and then you will retrieve them from the Website pipeline.
-
How do I duplicate or copy an application file?
-
You may duplicate a file from either the pipeline or inside of the file. From the pipeline place a check
next to the file you wish to duplicate, then select the Duplicate link from the Tools folder on the left
menu. From inside of the loan file, select the Tools tab on the left menu and click the duplicate link.
Either way you will be presented with two options. You may copy the whole file or simply select to
copy the borrower fileds only.
-
How do I delete an unmarried co-borrower?
-
To delete an unmarried Coborrower, go into the unmarried coborrower loan file. Select the Tools tab on
the left menu panel and click delete. You will no longer see this file from the pipeline view however
the link may remain in the primary 1003 application in case you wish to restore the unmarried coborrower application.
-
How do I add additional (unmarried) co-borrowers?
-
Follow the same steps as when you entered your first Unmarried Coborrower file. Be sure you are in
the Primary Borrower file and use the
Adding Unmarried Co-Borrowers Guide
for a step by step walkthrough.
-
How do I get my vendors information on the appraisal/title/insurance request forms?
-
Your CRM contacts from inside of your marketing section, will populate into these forms.
If you have not yet imported your contacts please see the user manual for instructions.
Then, while in the file, go to Print Disclosures, pick Origination and Disclosures, and select
the Processing Forms Tab. Click on the link for the type of form you would like. You will now be
able to fill out the forms and select your vendors. If you have imported your contacts and perhaps
you do not see a vendor or it is a new vendor, you may enter the information here and it will be
saved for use next time.
-
How do I search the Pipeline?
-
From the pipeline screen select the Search option on the left hand menu. Now enter the borrower information you
are searching for (first or last name, date created etc) and select the search button to the bottom right. If
you are a manager and the file is not in your loan pipeline (belongs to one of your LO's) you also need to select
the get company applications check box to the left prior to hitting the save button.
-
The field is grayed-out, where can I edit this information?
-
By hovering your mouse over any greyed boxes a tooltip will appear telling you where the information is
autopopulating from. Simply go to that area and make the changes necessary and they will re-populate
through the loan application.
-
Where is the Denial Form?
-
The Credit Denial form is located in the Loan File by opening the 1003 tab on the left menu. Select the
Credit Center and then click on the Print Credit Denial link to the top left. Complete the form and select
the option you wish to perform which may also allow you to move the file to the appropriate pipeline for convenience.
-
Where do I enter lender case number?
-
The Lender Case number is found at the top of the 1003 page 1 and the Borrower Summary page under the General tab.
-
Where is the Patriot Act form? (also known as the Customer Identity Data Sheet)
-
There are two forms in MortgageDashboard that are associated with the Patriot Act. The first is named
Consumer Identity Data Sheet and the next is called Consumer Identity Information Proceedures Notice.
They can both be found in the Print Disclosures Tab on the left menu of the loan file.
-
How do I print the credit report?
-
To print your credit report you will go into your loan file, and select the 1003 tab on the left hand menu of
the file. Select the Credit Center link at the bottom of the 1003 tab menu. Once inside the Credit Center you
should see the credit report, simply click on the red pdf icon and the credit report will appear. Then select
the print button at the top of that window. For more help and functions in the credit center see the
Credit Manual.
-
Where do I enter source of downpayment?
-
The Source of Down Payment is located on the 1003 page 1. Go to the left hand menu and select 1003 tab. Select
the Page 1 link and scroll down to right above section III- Borrower Information.
-
Where is the Schedule of REO?
-
The Schedule of Real Estate Owned is located on the top of the 1003 page 3. Go to the left hand menu and select
1003 tab. Click the page 3 lien and the REO schedule will be at the top. To edit this section select the Edit
Schedule of REO button.
-
Where do I enter subordinate financing?
-
Subordinate Financing is entered on the Borrower Summary page. Go to the 1003 tab on the left hand menu and
select Borrower Summary. At the top left of the screen hit the edit button beside Other Lien PMI. Now enter
the subordinate loan payment. Scroll down to the Mortgage Information section and look to the right hand
column where it says Second Mortgage. To the bottom of this column you will see the Subordinate information
tab. Select it and fill out the remaining lien amount and hit the exclude button. Now save.
-
How do I delete the married co-borrower?
-
On page 1 of the 1003 tab scroll down to the Borrower Information Section (III) and to the right you will the
the co-borrower information. To the bottom of this right hand column you will see two buttons, select the
Delete Coborrower button.
-
Where do I change Preparation Date?
-
There are two areas Preparation Dates can be entered. The 1003 has an Interviewere date located on page 3
to indicate the date the application was taken. The GFE has a Preparation Date in the lower right hand
corner of the Lender and Borrower information tab which places the preparation date on the GFE and TIL.
-
How do I enter my Government Interviewer information?
-
All User Profile Settings are located in the Setting tab at the top of your MortgageDashboard. Once you are
in the Settings tab select the My Account tab on the left menu. Now select the Printed Disclosures Address
tab and enter the information needed. Click Here:
Setting Printed Forms Address
-
How do I print blank disclosures?
-
Open up any loan and select Print Disclosures from the left-hand menu. Select Origination and Disclosures
and click on the forms you would like to print. Select the Print Selected Disclosures button at the top,
and select Yes for Leave Form(s) Blank?.
-
Where do I enter ARM details?
-
The TIL is populated from the loan details.To enter ARM details click on the borrower summary inside of the
1003 tab on the left hand menu of your file. To insure you have completed your Loan terms and ARM details
correctly and fully, see the ARM details guide for help with ARM details. Click Here:
ARM Details
-
How do I pull credit from within the system?
-
To pull credit on any file use the gold Order Credit tabs loacted at the bottom of the Borrower I
nformation on page 1 of the 1003 or on Page 2 of the 1003 under liabilities. Once you have selected
either of those buttons the credit center will appear. Select the type of report you wish to pull
and click the order credit button. For more help on the Credit Center Click here:
Credit Manual
-
How do I get my Payment Schedule to populate to the TIL?
-
The TIL payment schedule is populated from the loan details. Payment schedule is based on loan amount,
interest rate and amortization. If your TIL payment schedule is incorrect you will want to check the
borrower summary to insure you have completed your Loan terms and ARM details correctly and fully.
See the ARM details guide for help with ARM details. Click Here:
ARM Details Guide
-
How do I e-mail documents from within the system?
-
To e-mail forms, select the Printed Disclosures tab on the left-hand menu of any file.
There are many kinds of forms that may be printed or e-mailed, as well as pre-set packages. For full
help and instructions please see the Printing and Emailing Disclosures guide. Click Here:
Printing and E-mailing Disclosures
-
How do I print forms?
-
To print forms, select the Printed Disclosures tab on the left-hand menu of any file. There are many
kinds of forms that may be printed, as well as pre-set packages. For full help and instructions please see the
Printing and Emailing Disclosures guide. Click Here:
Printing and E-mailing Disclosures
-
What information is contained within a FNM 3.2 file?
-
The Fannie Mae 3.2 format is essentially just an encrypted 1003 file. Whenever you import or export
a fannie mae 3.2 file the only data that is imported/exported is the 1003 data.
-
What is the WebApp?
-
Every user is given a free online web application. To set up your online application and view
the link provided for you follow the steps in this guide:
Web App Setup Guide
-
How do I separate a credit report for individuals from a joint credit pull?
-
Credit Reports are pulled from your credit provider into MortgageDashboard. We are not able to
modify that report or make any changes. Please contact your credit vendor with the reference
number of the credit report to make any changes and then simply re-issue their modified report.
-
How do I export an application from the system?
-
To export a file there are two areas for convenience. You may use the export button located
inside of the Underwriting tab, loacted in your file on the left hand menu. You may also select
the Tools tab on the left hand menu inside of the file, and click Export. For more help importing
and exporting please see the Importing and Exporting Guide. Click here:
Importing and Exporting a File
-
Where are the rest of my borrower's properties from the REO Schedule?
-
On the printed 1003 you will notice each section has limited space for number of liabilities, assets,
and REO items. Any items that will not fit in the lines provided will be printed on page 4 etc of the printed 1003.
-
When do I have to fill out ARM details?
-
Anytime you have an ARM loan you will need to fill out your ARM details. Please refer to the ARM details
guide for setting these up.
-
How do I contact MortgageDashboard Technical Support?
-
You may open a support ticket anytime by opening up the Help and Support tab on the upper right hand
menu of your MortgageDashboard screen. Then select Open Support Ticket and enter the information. You
may also contact support by phone at 866-364-3548.
-
May I import from other loan origination software systems
-
There are three types of files that can be imported into MortgageDashboard. Please see the Importing and
Exporting Guide for full instructions and descriptions click here:
Importing and Exporting a File
-
My file won't export in FNM 3.2 format, only in .ASPX format. How do I fix this?
-
This error has occured due to recent updates from Microsoft. Please update your system to Internet Explorer 7 or greater.
Internet Explorer 6 will no longer correctly support this file format. To download Internet Explorer 7, please use the
link provided here and follow all instructions given. Internet Explorer 7 download link: http://www.microsoft.com/windows/downloads/ie/getitnow.mspx
-
-
If there is a feature that you would like us to add to MortgageDashboard, please e-mail
us with as much detail as possible at
feature@mortgagedashboard.com.
Be sure to include your full name and phone number in your request.
-
Overview
-
Training
-
Getting Started
-
User Manuals
-
Live Training
-
Video Training
-
Support
-
Support Tickets
-
Frequently Asked Questions
-
Feature Request
-
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.
