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How to Create Custom Reports

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.


  1. From the Pipeline screen, select “Reports” on the top-right menu.
  2. For a custom report, click the tab titled “Custom Reports”. Choose the kind of report you’re looking for (i.e. The name of the Loan Officer).
  3. Select “Create Custom Report”. Select the data that you would like included in your report. Be sure to name your report.
  4. When ready, select generate and MortgageDashboard will populate it below.