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How to Update Your User Profile

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 “Settings” in the top-right corner.
  2. To add or update your user information, simply add or change any of the existing information int he fields titled “Personal Information”, “Mail Settings”, and “UI Settings”.
  3. Under “Mail Settings” users have the option of choosing their personal email for outcoming mail, and can configure those settings by providing the credentials under “Outgoing MailServer” “Mail Server Port” “Email Username” and “Email Password”.