Discover a more flexible banking software.

MortgageDashboard Professional Services Organization assists customers with all aspects of their loan origination management system needs. We work closely with our clients to formulate detailed requirements for each solution. With flexible options that include supporting internal IT resources, you can tailor your loan origination software experience to your needs. From full outsource and deployment support to a wide array of specialized training and knowledge transfer sessions with end-user administrators, our goal is to assist companies implement correctly the first time, every time.

Components of our Professional Services Program are as follows:

Design, Development, and Implementation

  • Needs Analysis
  • Mapping key business processes and user roles
  • Identifying the “As Is” process
  • System Design
  • Design of the “To Be” process
  • Identify integration points
  • System Development
  • Development of Design
  • System and User Acceptance Testing
  • Deployment
  • Implementation of solution into production environment
  • Training
  • End User and Administrator Training
  • Individual, Group or Classroom Training
  • Documentation
  • System and Configuration Documentation
  • Project Acceptance


  • Software Customization
  • Third Party Software Integration
  • Custom Utility Creation


Post Implementation Support

  • Ongoing maintenance of the solution
  • Communication of functional capabilities
  • Capture possible future enhancements
  • Troubleshooting any issues that may arise
  • Communication of new product features and releases that are relevant to the customer