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How to Create a Phone Application

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.


  1. There are four options you can use when adding a new loan to MortgageDashboard. They are found on the left side tabs of the pipeline. This tutorial will focus on the phone application.
  2. This was originally developed when companies used a loan officers assistant or a call center with individuals who weren’t too familiar with the 1003 and needed something that was easy and straight forward to use. Essentially, it is the 1003 presented in a very easy-to-follow question and answer format. Loan officers can use this to easily input new loans into MortgageDashboard.
  3. Once you reach the bottom, click “Save“. It will generate your 1003, add the loan into your Prospect pipeline, and you’ll be able to pull credit from there.