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How to Export an Application

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 “Export”. This will either open a downloading window or automatically download to your “Downloads” folder, depending on the internet browser you use.
  4. A confirmation message will appear at the top of the screen reading “Fannie Mae file successfully exported. Your browser will prompt yo to save it.”