- 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.
- 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.
- 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.