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How to Password Protect Forms

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 “Forms” tab on the top of the screen, Select the “Off” Button under “Password Protection?” This will turn on password protection.
  3. This option is required when sending an email with disclosure packages.