We’ll Teach You Every Aspect of MortgageDashboard.

As an industry leading loan processing software, MortgageDashboard offers initial implementation services and both initial and ongoing training for clients. Professional Services Organization assists customers with all aspects of implementing our loan origination software into their current systems. We work closely with our clients to formulate the detailed requirements for each solution and workflow, making it an easy transition. Our program provides clients with flexible options that include supporting internal IT resources, providing full outsource and deployment support to providing a wide array of specialized training and knowledge transfer sessions with end user administrators. Our goal is to assist companies in assuring that their implementation is done correctly the first time, every time. Components of our implementation and training services are as follows:

Design, Development, and

  • 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

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

Make your workflow more efficient.

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