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How to Verify Loan

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. You will be redirect to page 1 of the 1003. Choose the “Verify Loan” button under “Verifications” in the top-left screen.
  3. Input the Recipients E-mail under “Recipients E-mail” followed by your information under “Requester Information”.
  4. Clicking “E-mail Request” will complete the process.