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How to use the C-Alert Pipeline

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. Under your pipeline tab, choose “C-Alert” under “Borrower”.
  3. Any application needing of attention will be located in this folder.
  4. When you create a new application, it will automatically be flagged to C-Alerts because of the RESPA 3 Day Disclosure alert. It will tell you how many days you have left to get that 3 business day period out for those disclosures to meet RESPA’s guidelines.
  5. Other flagged applications will be moved here as well. When a Loan Officer resolves an issue, it will be noted under the processing tab inside of the loan.