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How to Get a Phone Certificate of Employment

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. On the top-left part of the screen, click “Verification” followed by “Phone Certification of Employment”.
  3. After confirming with an employer over the phone, input your name and title under “Verified By” and “Title” and include the date it was verified.
  4. Clicking “Save” or “Save and Go Back” will complete the process.