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How to Generate State Specific Reports

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, select “Reports” on the top-right menu.
  2. For a state specific report, click the tab titled “State Specific Reports”. Choose the kind of report you’re looking for (i.e. NewYork App Report).
  3. Select your from and to dates, as well as “Get All Company Applications”. Finally, select “Generate Report”
  4. Your report will appear below.