Recent Updates in July

We have introduced new features, enhancements, forms, bug fixes, and updates to the CRM and MortgageCenter.

New Features and Enhancements

  • Workflow Update – Generate Loan Number On Prospect ID’s When Withdrawn or Denied
  • 1003 Field Update – Change Race/National Origin: From Drop Down To Check Box Options


  • Processing Form Update – Auto Populate LO/Processor Info to Requestor Forms
  • Forms Defect Unmarried Cobwr’s Name not Printing on Docs With Multiple Child ID’s
  • Prints Form Issue – 1008 Transmittal All Other Monthly Payments Missing
  • Form Update – Authorization for the Social Security Administration (SSA) To Release Social Security Number (SSN) Mapping Changes
  • New State Forms – GreatDocs Missing Illinois Disclosures
  • GreatDocs Forms Update – May 2014 – New Forms
  • Form Defect – 1008 Not Including All Present Expense Values for Investment Properties
  • Form Defect – 1008 Not Including All Present Expense Values for Investment Properties
  • Form Update – FHA Residual Income Worksheet UI and Data Mapping Corrections
  • Form UI Defect – Loan Option Presentation Acknowledgement Monthly Payment Calculation
  • Form Update – VA Loan Summary Line 57 Discount Paid by Veteran
  • Printed Form Defect – 1003 Printing cash out vs rate term when Refinance Purpose: = Null
  • Form Defect – California Mortgage Loan Disclosure Statement(Traditional)(RE 882) UI Values Not Saving

Bug Fixes

  • TIL Defect – Incorrect Principal and Interest Payment Values when ARM + Interest Only Features Used
  • Calculation Defect – Incorrect Up-Front Factor $ and MIP, FF Financed for USDA
  • Calculation Defect – Incorrect Back-End DTI When Saving 1003 and GFE
  • ATR Worksheet Calculations Defect – Variable Wage and Other Income Totals
  • Calculation Update – Changes to MI Worksheet Not Reflected On Other Pages
  • Field Defect – Estimated Close Date Calculations and Display
  • Phone Number Not Adding Dashes on all Pages
  • TIL Rounding Issue – APR Rounding Different in UI than Printed Form

Network Services

  • Credit Services Update – Calculate DTI After Pulling Credit
  • Corelogic Credco 4506-T to Banker and Retrieve Issues

CRM & MortgageCenter

  • User Field Back Application Page Updates and Changes
  • Coborrower’s Address Does Not Populate
  • Branding – Company URL Link
  • Required Fields for Credit Pull Issues
  • Workflow Update – Send Registration Email Prior to Authorization Questions
  • UI Update – Error Feedback at Bottom of Application Pages
  • Field Update – 1003 Page 1 Referral Partner Changes and Corrections

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.