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How to Add / Delete Unmarried Coborrowers

This tutorial will explain how loan officers can begin using the MortgageDashboard loan origination software. It will provide a basic understanding of the application’s functions and pages.

Step-By-Step:

  1. From the Pipeline screen, click on the loan ID of the application you would like to view.
  2. Once you are directed to Page 1 of the 1003, click the “Tools” tab on the left-hand toolbar.
  3. Select “Unmarried Coborrower”
  4. Fill out the borrowers basic information followed by the coborrowers.
  5. Click “Save New Borrower(s)”
  6. You will be able to access that link under the “Associated Loans” section on the top-left part of the screen. Clicking that link will show you all the unmarried coborrowers under the loan. There may be 2 or 3 depending on how complex the loan is.