MortgageDashboard offers powerful cloud-based lending solutions for mortgage lenders underwriting and funding their own loans. Everything mortgage lenders need to underwrite, approve, lock, print compliant documents, close, Q/C, sell and ship loans into the secondary market is available for a low per-close rate.
MortgageDashboard provides loan officers, processors, and managers access to their loans on any online computer without the need to install software. This means originators can access loan files, print disclosures, run automated underwriting, and price a loan almost anywhere! For those looking to create a more paper free environment the E-Briefcase makes it easy for loan officers and processors to upload and review loan documents together eliminating the need to pass around e-mails between team members. All notes by loan personnel are tracked in an online conversation log and online tasking allows processors and loan officers to communicate about items that are needed and stay up-to-date on when updates are available. Loan officers also have access to several web based sales tools including integrated online applications and our unique MortgageCenterĀ feature that allows both borrowers and referral partners to check details and status of their loans.
As a loan processor in MortgageDashboard, you have full access to your team’s loan files. To assist with pipeline management, you will have separate processing views that show newly submitted loans accepted by you for processing. The form library allows easy access to all processing related documents and the ability to e-mail important order forms directly through the system. The application progress and save log in each loan allows you to easily view the status of each file and view who and when loan information was updated. Additionally, MortgageDashboard makes it easy for processors to work with others involved in the loan process. E-Briefcase makes it easy for loan officers to upload documents for processor review and submission to underwriting. All notes by loan personnel are tracked in an online conversation log, and online tasking allows loan processors and underwriters to communicate about items that are needed and stay up-to-date on changes.
MortgageDashboard allows underwriters to have full access to a loan file. With underwriting approval you may decision the file and multiple decisions are available. You may also post conditions and submit a file back to the processor with ease. Additionally, MortgageDashboard makes it easy for underwriters to work with others involved in the loan process. E-Briefcase makes it easy for processors to make documents and conditions available for review. All notes by loan personnel are tracked in an online conversation log, and online tasking allows loan processors and underwriters to communicate about items that are needed and stay up-to-date on changes.
As a closer in MortgageDashboard, you will receive the file seamlessly and can communicate to the processor any items that are needed or missing. You may also enter closing data, select plan codes, perform audits, and order closing documents, all within your loan file. Full access to the file allows you to complete HUD 1 with ease by matching fees with the GFE and checking credits and other items against various documents in E-Briefcase. You may also use our doc prep services to draw your closing documents seamlessly.
MortgageDashboard allows you to save time balancing debits and credits with funding worksheets that automatically populate with closing figures from the HUD 1 and final settlement statement. Manage disbursements to vendors, investor information and wire transfer details, all in one module. You can also generate and report net and gross funding information directly in the system without external spreadsheets.
With MortgageDashboard, you can receive your files seamlessly from the funder within the same system, allowing improved tracking and fulfillment of your loan package and trailing documents. Shippers can also easily manage shipping dates, shipper and delivery information, and file storage details. Reconcile funds received from investors by entering the funds you expect, the funds you receive and the adjustments needed to reconcile. Additionally, shippers can generate statements, payments and escrow disbursements with tools, forms and workflow support, all integrated in one system. MortgageDashboard also makes it easy for you to stay on track with key servicing tasks with proactive alerts that notify you of statements that need to be sent, accounts that are past due and upcoming disbursements.
MortgageDashboard lending solutions makes it easy for you to seamlessly receive rate lock requests and registrations. You can search for and enter investor details and pricing information, right inside of the loan file. Lock loan rates easily using the registration and lock form, and track and manage floating and locked loans using pipeline indicators and notifications. MortgageDashboard also allows you to focus on open lock requests with an automatically refreshed pipeline view that allows you to quickly receive and act on new requests