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How to Transfer a Loan

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. From the Pipeline screen, click on the loan ID of the application you would like to view.
  2. 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    • “Move To Withdrawn”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”
  3. Click “Transfer Loan to LO”
  4. You will then have the option of choosing which Loan Officer you are transferring the Loan to. When finished, click save.