- 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 “importing files” application.
- MortgageDashboard supports the import of FannieMae files. If you have any existing in that format that need to be transferred over, you can click on “Begin Importing FannieMae 3.2 Files”. Then, all you’ll need to do is click “Browse” and choose the file wherever you have placed it. Finish by clicking “import FannieMae 3.2 File”. MortgageDashboard will take that file, generate a 1003 and add the loan into your Prospect pipeline.