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How to Navigate the Loan Summary

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. From the Pipeline screen, click on a loan ID. On the following page, users can locate the Loan Summary by clicking on the Blue Arrow on the left-hand side of the screen
  2. The General Information section is the top-left section of the slide-out Loan Summary page. Users have the ability to update their loan number and property type in this section. some of the information will have been auto-populated from the when the application was created.
  3. The Borrower Details will list personal information about the Borrower including Social Security Number, Credit Score and Phone Numbers.
  4. The Loan Program Information will display information like what kind of Loan the application is, It’s Lien Position, Sales Price and Appraised Value.
  5. The Loan Milestones will display key information between when the Loan was submitted to when it was funded.
  6. The Appraisal and Disclosure Information will display key information like when the appraisal was ordered and when it was received.
  7. Users can input when the rate was locked, it’s expiration and term in The Lock Information section