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How to Verify Deposit

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 “Verify Deposit”.
  3. Input the recipient’s email in the “Recipients E-Mail” section. Include your name and information under “Requester Information”.
  4. Clicking “E-mail Request” will complete the process.