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How to Navigate the Application Summary

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. Under the “Processing” tab on the top of the screen, choose “Application Summary”
  3. On the following page, there are three tabs: Application Progress, Save Log and Loan Dates.
  4. Application Progress automatically tracks any significant dates or changes made to the loan application including when CAlerts are checked.
  5. The “Save Log” is a complete history of whenever a page is saved.
  6. The “Loan Dates” is an area for you to include your Approval Date, Close Date and Funding Date. Be sure to click “Save Loan Dates” when finished.