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How to Move Applications

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. Log in using the credentials provided at this address.
  2. Once inside the pipeline, click on the “Loan ID” of the application you’d like to move.
  3. Click on “Tools” in the top-left corner of your screen. Here there are several options, including
    • “Transfer Loan to LO”- which transfer the loan to another Loan Officer
    • “Add Unmarried Coborrower”
    • “Delete”
    • “Duplicate”
    • “Export”
    • “Move To Closed”
    • “Move To Denied”
    • “Move To Withdrawn”
    • “View UW Submission”
  4. Clicking on any of these options will move the loan to the respective position.