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How to Navigate the Related Parties Tab

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, click on the loan ID of the application you would like to view.
  2. Under the “Processing” tab on the top of the screen, choose “Related Parties”
  3. Here you can view any Associate Contacts, including the borrowers information and other related parties.