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How to Apply a Master Template

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. Inside of a Loan Application, go to Page 1 of the 1003.
  2. Take note of the Loan Program you are using: notice whether it is Conventional, VA, FHA, USDA or other.
  3. The “Master Templates” section is on the left-side of the screen above “Navigation Templates“. Choose the Master Template that corresponds to the appropriate Loan Program.
  4. In the Master Template, you might have several options for “Conventional.” For example, one might add “Massachusetts” while the other Conventional Templates might add “North Carolina” or “Most States” to the end. This just means the information is different for the states they’re provided in. If you’re not in Massachusetts or North Carolina, you will probably need to choose the “Most States” option.