Recent MortgageDashboard<br />Updates: First Quarter

Recent MortgageDashboard
Updates: First Quarter

Recent Updates in First Quarter

We have introduced new features, enhancements, forms, bug fixes, and updates.

New Features and Enhancements

  • Admin Update – LOS Loan Number Updates and Corrections
  • Restrict LOS Users Saving When Loan is clear to Close or Higher Status
  • LOS C-Alert – Lock Expiration Warning
  • Add Lock Status Options to Pipeline Search Page
  • GFE UI Update – Default Do Not Round Interest Checkbox = Yes
  • UI Update – Add Print View Option to Various Processing Forms
  • Qualified Mortgage (QM) – Updated to Points & Fees Thresholds January 2015


  • Print Defect-USDA Worksheet for Documenting Eligible Household and Repayment Income
  • LOS – GFE Update – Automatically Map Lock Information to GFE 2010 and Items Payable
  • Printed 1003 Update – Loan Originator’s Phone Number Not Printing and Mapping Clarification
  • Form Defect – Texas Company Disclosure City, State, and Zip Code Address Missing
  • Print Defect- 1st Lien Fee Sheet Automatically Selecting POC Box for MI Amount.
  • Form Defect- TX Conditional Qualification Letter (Mortgage Broker/Loan Officer) not printing full LO’s name
  • Form Update – ARM Disclosure 1-1-5 Government Treasury Updates 2015


  • Banker/LOS – Field Update Feature – Investment and Second Home LTV Cutoff Values on MI Worksheet
  • LOS – UI Update – Add Save Function to Processing Form Print View Buttons
  • LOS Workflow – Additional Editing Restrictions for Closing Submitted or Higher Status
  • LOS Workflow Update – Disable Retract and Submit Button Depending on Banker Status
  • LOS – Workflow Update – Disable Move to Closed/Withdrawn From Pipeline View
  • LOS – Workflow Update – Restrict Locking Loans for Applications in Various Status

Bug Fixes

  • LOS Workflow Update – Transfer Loan to LO Does NOT Change Loan Status
  • Template Update – Sync Navigation Template and Master Template between Primary and Child ID’s

Network Services

  • Credit Vendor Update – Refresh Report (LQI) and Mortgage Only Options for Credit Plus/Meridianlink
  • Optimal Blue Integration – Update Identifier Fields
  • Optimal Blue Integration – Total Loan Amount to Base Loan Amount Support
  • Optimal Blue Integration – POX Product/Loan Program Coordination
  • Banker – Optimal Blue – Support for CLT Values from Second Lien and HELOC’s
  • UI Update – Enable Optimal Blue Pricing UI For Borrower Type = Prospect


  • CMLS Field Update – Support for Multiple Race Choices on Page 9
  • Mortgage Center (CMLS) – UI Update – Field Level Updates and Corrections
  • CRM Defect – Error When Manually Creating New Contact
  • CRM Defect – Campaign Target Search goes to Error 500 Page

About MortgageDashboard

Introduced in 2001 as the first product to market, MortgageDashboard was founded with the sole purpose of developing the very best-of-breed cloud-based mortgage loan origination software. Built on a Software as a Service (SaaS) platform, MortgageDashboard is an end-to-end application spanning loan origination and business processes to automated compliance alerts and point-of-sale loan applications.


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