Product Information

MORTGAGE SOFTWARE FOR ON-DEMAND LOAN ORIGINATION MANAGEMENT

THE MORTGAGE LOAN SOFTWARE THAT PROVIDES WEB-BASED SOLUTIONS AVAILABLE ANYWHERE AT ANYTIME

MortgageDashboard is the leading mortgage loan software for a reason. Since 2001, MortgageDashboard has been providing mortgage brokers and mortgage bankers with powerful Software as a Service (SaaS) solutions available anywhere with an Internet connection – no software installation required.

MortgageDashboard is not your average mortgage loan software. The completely paperless system has everything mortgage brokers and bankers need from origination to funding, and it’s all available online. With everything from seamless ordering of vendor services to paperless, online document management, MortgageDashboard has you covered. With solutions for easy marketing, effective administration and powerful pipeline management, MortgageDashboard helps you build your business while keeping you organized, compliant and in control.

In addition to all of the features available to you with MortgageDashboard loan origination system, we ensure that you are able to make the most of the system with free, unlimited support and training, and you’ll have peace of mind with a secure environment and powerful data protection whether you’re a single user or a large company.

MortgageDashboard’s features allow it to stand out as the most complete on-demand mortgage loan software available. With the power of Software as a Service and the ability to be completely paperless and Web-based, MortgageDashboard is the most efficient, affordable and user-friendly mortgage software available for mortgage brokers and bankers today.

MortgageDashboard has given us valuable tools needed to maintain compliance and control our company workflow Ed Rogers,
American Nationwide

Benefits

On-demand mortgage loan software anywhere, anytime

Work from anywhere with an Internet connection at anytime of day. Whether you’re in your office or out, all of the tools you need for paperless marketing, originating, processing and closing loans are at your fingertips without a single software install.

Built around the concept of Software as a Service (SaaS)

With MortgageDashboard, you don’t have to worry about software installation, on-going maintenance and upgrades. The system is easy to use, very affordable and available to you online 24/7.

Easy and effective workflow management, administration and compliance

Whether you’re an individual broker or a nationwide net branch with thousands of employees, MortgageDashboard can help you build your business, stay organized and maintain worry-free compliance.

Free, unlimited live support and training

We are here to help you get the most out of the MortgageDashboard loan origination system. With our talented support team and informative training sessions, you have all of the resources and information you need to use the system to its full potential.

Secure environment and data protection

Rest assured that your data is protected 24/7. MortgageDashboard employs best practices to ensure maximum security for customer data.

Features

Powerful pipeline management and processing

Easily manage your leads, track an application and archive your files using specific loan pipelines. Manage loans from start to finish with an easy-to-use search feature, statuses, sorting and bulk actions.

All of the tools you need for a seamless process

Process a loan seamlessly by tracking documents, communicating with related parties, managing conditions and keeping up with tasks without leaving your chair. All of the tools you need are included in one Web-based system.

Paperless online document management

e-Briefcase, your one-stop document solution, allows you to upload loan documents and store them electronically in a single location. All users working on a loan have easy access to the documents, ensuring a truly paperless transaction.

Automated, online loan status update for borrowers and real estate agents

Check My Loan Status provides a fast and efficient way to monitor loans. Available in real-time 24 hours a day, it enables all parties associated with a loan to stay up-to-date, while providing useful information and an easy way to communicate.

Seamless lead generation and management with a free Web application

MortgageDashboard’s Lead Pipeline and free Web App allow you to generate leads seamlessly. The Web App includes all of the information you need to qualify your borrower. Paste your application link into your Web site, link it to your e-mail signature or e-mail it to your favorite referral partners, and each lead will go directly into your Lead Pipeline.

Easy and seamless ordering of services from your favorite vendors

BundleOne is an easy-to-use vendor platform included in the MortgageDashboard loan origination system. It allows you to easily order, status and manage all of the services you need in a file from one centralized location.

Effective marketing and contact management solutions

Manage your business and keep your clients for life with the e-mail marketing campaigns and tools for managing your contacts and tasks available in the MortgageDashboard CRM.

Bring in new leads and target the FSBO community with free listing Web sites

Boost your business with limitless exposure for your services, network with real estate agents for more referrals, and gain more leads from an online application on syndicated property listing sites with Sikku. For more information, visit Sikku.com.

Pinpoint trends and produce more accurate projections with custom reports

View and analyze your data easily by creating a report in MortgageDashboard. Find data quickly with preset reports, or build a report customized just for you.

Access to all forms necessary for the loan process

MortgageDashboard gives you access to hundreds of federal, state and company-specific loan documents used for originating and disclosing loans.

Easy import and export

Migrate your files easily with solutions for importing files and leads directly into your pipeline, and export your file to CLOUT, DO or to a location on your computer with a click of the mouse.

Effective administration solutions

Manage a multi-role, multi-branch infrastructure easily with powerful and effective management tools. Mentor your team, set rules and privileges, and ensure worry-free compliance.

Integrated loan product search engines

Search for the best loan for your borrower quickly with loan product search engines integrated directly into the system.
MortgageDashboard Overview
Broker Solutions
Banker Solutions
Closing Solutions
BundleOne
Top 10 Reasons to Choose MortgageDashboard
Security
Free Trial
Webinar
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