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Search our library of MortgageDashboard Loan Origination Software tutorials.

  1. Basic Functions

  2. How to Search for a Specific Application

  3. How to use the Company Pipeline

  4. How to Navigate the Pipelines

  5. How to Move Applications

  6. How to use the C-Alert Pipeline

  7. How to Apply a Navigation Template

  8. How to Update Custom Navigation Template

  9. How to Create a Credit Application

  10. How to Create a Phone Application

  11. How to Move Applications Using Icons

  12. How to Import Fannie Mae 3.2

  13. How to Apply a Master Template

  14. How to Navigate the Loan Summary

  15. 1003, TIL & GFE

  16. 1003: Application Information

  17. 1003: Loan Program

  18. 1003: Property Information

  19. 1003: Page 1 Explained

  20. 1003: Page 2 Explained

  21. 1003: Page 3 Explained

  22. 1003: Page 4 & 5 Explained

  23. The Truth-In-Lending Explained

  24. The GFE Explained

  25. Tools

  26. How to Export an Application

  27. How to Transfer a Loan

  28. How to use the eBriefcase

  29. How to Add / Delete Unmarried CoBorrowers

  30. Services

  31. How to Pull / Re-Issue a Credit Report

  32. How to Export a file DO / DU

  33. How to Order a Flood Report

  34. How to Order Fraud Protection

  35. How to View Product Pricing

  1. Verifications

  2. How to Verify Employment (+ Bilingual)

  3. How to Get a Phone Certificate of Employment

  4. How to Verify Deposit

  5. How to Verify Mortgage / Rent

  6. How to Verify Loan

  7. How to Verify Payoff

  8. Processing

  9. How to Navigate the Application Summary

  10. How to Navigate the Application Tracking

  11. How to Navigate the Related Parties Tab

  12. How to Navigate the HMDA Report

  13. How to View UW Submission

  14. Forms

  15. How to Print Disclosure Packages

  16. How to Password Protect Forms

  17. How to View Printed Documents

  18. How to Print Custom Document Sets

  19. How to Request an Appraisal

  20. How to Order a Title Report

  21. Report

  22. How to Generate Basic Reports

  23. How to Generate Third Party Reports

  24. How to Generate State Specific Reports

  25. How to Create Custom Reports

  26. How to Generate KPI Reports

  27. Etc.

  28. How to Update Your User Profile

  29. How to Navigate the Extensions Tab

  30. How to Navigate the Help Tab

  31. How to Navigate the Dashboard Network