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How to Pull / Re-Issue a Credit Report

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. Before pulling credit, setup your credit vendors under Settings >> Vendor Accounts >> Credit.
  2. From the Pipeline screen, click on the loan ID of the application you would like to view.
  3. Once you are redirected to Page 1 of the 1003, click on the “Services” tab in the upper-left hand toolbar. Choose “Credit Center”.
  4. Under “Credit Pull Options” choose your Credit Product and the Payment Source. When finished, click “Order Credit”.
  5. Once ordered, your credit report will be featured beneath the “Order Credit” button in the section titled “View Credit Reports”.
  6. Users have the option to move the file to “Withdrawn” or “Denied” from this page by clicking the corresponding buttons at the bottom of the page.