FAQ’s

A: Internet Explorer 9 is in beta and has not been fully tested to work with MortgageDashboard. For this reason, it is highly recommended that users of MortgageDashboard hold off on upgrading the IE9 and use IE8 until IE9 is out of beta and has been fully tested to work with MortgageDashboard.

A: Internet Explorer 8 is the only supported browswer at this time. Others may work, but are not supported by MortgageDashboard.

A: To print a blank application go into any loan you have in your pipeline. Select Forms> Print Custom doc Set> Select 1003 Legal > Go to Print options at the bottom of page and change password protect to No and Print forms as blank YES> Select Generate document Set

A: Make sure to check the box on the Borrower Summary screen, in the Mortgage Insurance Worksheet section labeled “Include MI, PMI, or VA Funding Fee.

A: Click HERE to download our GFE Fee Mapping Tip Sheet.

A: You must be logged in a the Branch Manager account. The print Template will need to be set up by creating new Navigation Templates.  The Navigation Template drives the Print Template.

Please follow these steps:

1. Setting Tab

2. Templates

3. New Navigation Template

4. Template Name

5. Select Forms you would like to see in template

6. Select “Add Selected

7. Move Forms to correct order in the Selected Forms Section

8. Save Template

9. Select Template List

10. Select the Printer Icon

11. Mark each document as to if you would like to print  in a print package.

12. Save

13. Go into loan in question and re-select the new Navigation Template you just created.

A: The amount financed is the loan amount applied for less the prepaid finance charge.Prepaid finance charges can be found on the Good Faith Estimate (GFE).

For example, if the you are Loan amount is $100,000 and the Prepaid Finance Charges total $5,000,the amount financed would be $95,000. The $95,000 would also be reflective of the loan being paid off, or purchase sells price.

A: While inside the Loan you will select the following. 

Forms > Print Custom Document Set > Processing Tab >

Under the Processing Tab Select the Title/Escrow Request Form.

Edit form and select Save

A:  Select Tools in your Internet Explorer browser, and then select “Compatibility View Settings”.

If www.mortgagedashboard.com has been added to the window labeled, “Websites that you have viewed in Compatibility View:” click to select it, and then click the “Remove” button.

Make sure that the selection labeled “Display all websites in Compatibility View”, located at the bottom of this window is NOT checked.

 Once completed, close your Internet Explorer, then re-open Internet Explorer and MortgageDashboard. You should now have full functionality.

For more information, click HERE to view an instructional video.

A: The Patriot Act Disclosure Form is located under Forms > Print Custom Document Set > Disclosure > Misc. Forms

A: This is easily done. For step by step instructions, please click HERE to view our instructional video.

A: Contact your company Administrator at your corporate office for more information on creating and deleting users.

A: All vendors services that can be ordered inside of MortgageDashboard (Credit, LoanSifter, AU, etc) have usernames and passwords that must be entered in your settings. Select the Settings tab at the top of your Dashboard and then select the BundleOne tab on the left. Select the type of vendor, then select the name of the vendor, and finally enter your credentials. For step by step instructions, please click HERE to view our instructional video.

A: All User Profile Settings are located in the Setting tab at the top of your MortgageDashboard. Once you are in the Settings tab select the Change or Reset Your Password tab on the left menu. Enter your New Password and Security Question and select Change Password.

A: Adding Unmarried Co-borrowers is done inside the primary borrower file. Select the Tools tab on the left hand menu and select the Add Unmarried Coborrower link. Follow the instructions on the next page and you will finally be directed to the new borrower’s Credit Center to order credit. Once you have finalized the new borrower’s 1003, under Associated Loans on the left side you sill see Go to Parent Loan option. Select this link to return to the parent file. For step by step instructions, please click HERE to view our instructional video.

A: Your CRM contacts from inside of your marketing section, will populate into these forms. If you have not yet imported your contacts please see the user manual for instructions. Then, while in the loan file, click on the Forms tab and  Priint Custom Document Set, pick the Processing Forms Tab. Click on the link for the type of form you would like to update. You will now be able to fill out the forms and select your vendors. If you have imported your contacts and perhaps you do not see a vendor or it is a new vendor, you may enter the information here and it will be saved for use next time.
Also, if you have included the relevant form in your Navigation Template, you will be able to select the form from the menu on the left side of the application and input the information there.

A: The Online MiniApp is set up in your Settings tab and emailed to you. Go to the Settings tab of your MortgageDashboard and select the Extensions tab. Enter your website and Thank You/ Redirect page and hit the Edit button. Your instructions will be emailed to you.
. For step by step instructions, please click HERE to view our instructional video.

A: All vendors services that can be ordered inside of MortgageDashboard (Credit, LoanSifter, AU, etc) have usernames and passwords that must be entered in your settings. Select the Settings tab at the top of your Dashboard and then select the BundleOne tab.. Select the type of vendor, then select the name of the vendor, and finally enter your credentials.. For step by step instructions, please click HERE to view our instructional video.

A: All User Profile Settings are located in the Setting tab at the top of your MortgageDashboard. Once you are in the Settings tab select Printed Disclosures Default Address tab on the left menu. Enter or change the information needed and select Save.

A: Creating Templates is done in the setting tab of your MortgageDashboard. Once inside of the Settings tab select GFE Templates on the left hand menu and click show templates to see what has already been set and made available. If these items are not suitable you may create new templates or copy existing templates to customize them for yourself.

A: Contact your company Administrator at your corporate office for more information on office settings and adding or deleting users and branches.

A: All User Profile Settings are located in the Setting tab at the top of your MortgageDashboard. Once you are in the Settings tab select the My Profile tab on the left menu. Enter your new email address and select the Personal Email radio button below the email address box. Now be sure to enter your correct email server, username and password for your email service/account.

A: Assigning a loan to a processor or Underwriter is called “assigning” a file. At the top of your application screen will be the loan summary details.  There you will see a option for Processor and Underwriter with a edit link next to each.  Select the appropriate edit link and then choose the appropriate account from the drop down box.  You will be given a confirmation box to select “OK”. The loan is now assigned to that underwriter or processor

. For step by step instructions, please click HERE to view our instructional video.

A: Moving a file to Closed/ Funded, Deleted and/or Withdrawn/Cancelled can be done from two places. If you are in your pipeline screen, simply place a check in the box in front of the loans you wish to move. Then select the action on the left side under Tools (Move to Closed, Move to Withdrawn etc.) If you are inside of your loan, select the tools tab on the left menu and select the action you wish to perform (Move to Closed, etc).

A: Inside any of your archive pipelines (Deleted, Closed, Denied and Withdrawn) you will see a curved arrow to the right of the loan file line item. Select this curved arrow icon and the file will be moved back to the pipeline it was deleted (denied etc) from. You may also open the loan file and select the Tools tab then select Restore.

A: Your free online mini app that was set up inside of your extensions, will send your new mini apps to the LEAD pipeline. If you have signed up for an alamode website and are looking for your full loan apps be sure you have set up your vendor for websites (inside of settings- refer to the getting started guide) and then you will retrieve them from the Website pipeline.

A: You may duplicate a file from either the pipeline or inside of the file. From the pipeline place a check next to the file you wish to duplicate, then select the Duplicate link under Tools on the left hadn side. From inside of the loan file, select the Tools tab then select duplicate. Either way you will be presented with two options. You may copy the whole file or simply select to copy the borrower fields only.

A: To delete an unmarried Coborrower, go into the unmarried coborrower loan file. Select the Tools tab on the left menu panel and click delete. You will no longer see this file from the pipeline view however the link may remain in the primary 1003 application in case you wish to restore the unmarried coborrower application.

A: Follow the same steps as when you entered your first Unmarried Coborrower file. For step by step instructions, please click HERE to view our instructional video.

A: From the pipeline screen select the Search option on the left hand menu. Now enter the borrower information you are searching for (first or last name, date created etc) and select the search button to the bottom right. If you are a manager and the file is not in your loan pipeline (belongs to one of your LO’s) you also need to select the get company applications check box to the left prior to hitting the save button.

A: The Credit Denial form is located in the Loan File by opening the Services  tab on the top menu. Select the Credit Center and then click on the Print Credit Denial link to the top left. Complete the form and select the option you wish to perform which may also allow you to move the file to the appropriate pipeline for convenience.

A: The Lender Case number is found at the top of the 1003 page 1 and the Borrower Summary page under the General tab.

A: To print your credit report you will go into your loan file, and select the Services tab. Select Order Credit. Once inside the Credit Center you should see the credit report, simply click on the red pdf icon and the credit report will appear. Then select the print button at the top of that window.

A: The Source of Down Payment is located on the 1003 page 1. Select the 1003 Page 1 link and scroll down to Property Information.

A: The Schedule of Real Estate Owned is located on the top of the 1003 page 3. Select 1003 Page 3. The REO schedule will be at the top of this page. To edit this section select the Edit Schedule of REO button.

A: Subordinate Financing is entered on page 1 of the 1003 application. Go to the 1003 link on the left hand menu and select 1003 page 1. Under the section “Types of Mortgage and Terms of Loan”  will be a “Sub. Financing” button. Select this link and a new window will pop up allowing you to input the 2nd lien information on the right hand column. Once complete hit the save button at the bottom and the application will update the CLTV.

A: On page 1 of the 1003 tab scroll down to the Borrower Information Section (III) and to the right you will the the co-borrower information. To the bottom of this right hand column you will see two buttons, select the Delete Coborrower button.

A: There are two areas Preparation Dates can be entered. The 1003 has an Interviewer date located on 1003 Page 3 to indicate the date the application was taken. The GFE has a Preparation Date in the lower right hand corner of the Lender and Borrower information tab which places the preparation date on the GFE and TIL.

A: All User Profile Settings are located in the Setting tab at the top right of your MortgageDashboard. Once you are in the Settings tab select the Profile tab on the top menu. Now select the Printed Disclosures Default Address tab on the left and enter the information needed.

A: Open up any loan and select Forms then Print Custom Document Set. Select the forms you would like to print. In the Print Options at  the bottom of page select Yes for Leave Form(s) Blank?.

A: The TIL is populated from the loan details.To enter ARM details click on the borrower summary on the left hand menu of your file.

A: To pull credit on any file select the Services tab and then select Credit Center. Select the type of credit report you wish to pull and click the order credit button.

A: The TIL payment schedule is populated from the loan details. Payment schedule is based on loan amount, interest rate and amortization.

A: To e-mail forms, select the Forms tab at the top then View Printed Disclosures option of any file. You will see a list of existing document packages created, any package that is password protected can be emailed from the system.  On the right hand column select the email envelope icon.  Now at the bottom of the list will be the email form to input recipient addresses and messages to include with your package. There are many kinds of forms that may be printed or e-mailed, as well as pre-set packages.

A: To print forms, select the Printed Disclosures tab on the left-hand menu of any file. There are many kinds of forms that may be printed, as well as pre-set packages.

A: The Fannie Mae 3.2 format is essentially just an encrypted 1003 file. Whenever you import or export a Fannie Mae 3.2 file the only data that is imported/exported is the 1003 data.

A: Each MortgageDashboard user is provided a “Webapp”. This is an online application that can be added to most websites and as many websites as desired.

A: Credit Reports are pulled from your credit provider into MortgageDashboard. We are not able to modify that report or make any changes. Please contact your credit vendor with the reference number of the credit report to make any changes and then simply re-issue their modified report.

A: To export a file you must be in the loan you want to export.  While in the loan select Tools then Export.  From the Export screen you will select Download File.  On the next screen select the location where file is to be saved.

A: Anytime you have an ARM loan you will need to fill out your ARM details. Please refer to the ARM details guide for setting these up.

A: MortgageDashboard is capable of importing FNMA v3.2 files.