Product Information
MORTGAGE SOFTWARE FOR ON-DEMAND LOAN ORIGINATION MANAGEMENT
THE MORTGAGE BANKING SOFTWARE THAT IS REVOLUTIONIZING THE INDUSTRY WITH WEB-BASED SOLUTIONS
In addition to solutions for brokers, MortgageDashboard's tools for mortgage bankers make it powerful mortgage banking software. With solutions for underwriting, closing, funding and secondary/pricing, MortgageDashboard has all of the solutions needed in one on-demand, Web-based mortgage software system.
Underwriter
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 when updates are available.
“ MortgageDashboard has given us valuable tools needed to maintain compliance and control our company workflow ” Ed Rogers,
American Nationwide
Closer
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 you 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.
Funder
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.
Shipper
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.
Secondary/Pricing Desk
MortgageDashboard 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.
“ The ability to be able to do anything from a Web-based system is perfect in today’s marketplace. MortgageDashboard has made my life a lot more simplified and productive. The tools in their software have helped productivity
enormously. ” Eliot M. Brimage,
1st American Equity Group
