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How to Print Custom Document Sets

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 “Print Custom Document Set”
  3. There are several tabs on the following page including “Origination”, “Disclosure,” “FHA”, “VA”, “USDA”, etc.
  4. Individually select the forms you want to include.
  5. When finished, scroll down to “Print Options” and choose whether you will Password Protect the file, Print Blank forms, Package Forms Individually and Append Template to Selection.
  6. Click on “Generate Document Set” when finished. Refresh the following page to discover the file is “Ready”.
  7. Here, you can view the file as a PDF, in the ebriefcase, view, or delete it.