Adding Referral Partners
To be successful in today’s Mortgage Industry, gaining referral business from professionals that also provide services to qualified borrowers, such as Insurance Agents, Investment Planners, Financial Planners and of course Real Estate agents is more important then ever.
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Check My Loan Status
MortgageDashboard has created a tool that will enhance communications between the Mortgage Professionals and their clients, as well as providing the Mortgage Professional with another service that will set them apart from their competition.
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Selling Value In a Price-Obssessed World
Tom Ward discusses the importance of delivering value in the products that you sell.
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Submitting a Support Request
At MortgageDashboard, we take pride in our products and service. If you have a question, a suggestion or an issue, our support team will respond quickly.
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Upgrade to Internet Explorer 8
It is recommended that you use Internet Explorer 8 with MortgageDashboard.
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Printing Disclosure Packages
Printing the needed disclosures for any loan has been made much easier with the addition of MortgageDashboard’s Navigation Templates.
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Lead Management
The MortgageDashboard pipeline provides a number of uses. One of the more beneficial uses is the ability to manage leads.
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Exporting a Borrower File
A standard file format used by many Lenders and Vendors in the mortgage industry is the FNMA 3.2 file format. For this reason, MDB provides a simple process to export a file from MDB to your local computer in this specific format.
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Pipeline Search
As your database grows, finding specific files can be challenging. MDB provides a robust, yet easy to use Search utility designed to help you find a specific borrower file, or files that meet certain specifications.
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Adding Contacts
MortgageDashboard provides its users with a simple, yet very effective Contact Manager. This provides the ability to store and categorize all of the contacts needed for your day to day needs.
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Adding Unmarried Coborrowers
On the occasion when you have borrowers that are not married, it is necessary to have additional applications within one file.
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Print Custom Document Set
MortgageDashboard provides nine default Navigation Templates. (Click here to see a video on selecting Navigation Templates). These templates provides users with the screens and forms needed to process, Purchase or Refinance loans for Conventional, FHA, VA and USDA loans.
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Transfer a file to a Loan Officer
MortgageDashboard provides users with a great deal of flexibility. The ability to transfer files to other users is one of the utilities designed to provide that flexibility.
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Trusted Site
In order to assure that your MortgageDashboard performs properly, it is recommended that you set www.mortgagedashboard.com as a trusted site.
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Compatability View
If you are unable to select a “Navigation Template”, or unable to view the “Floating Tool Bar” located at the bottom of your screen, then you are likely viewing MortgageDashboard in “Compatibility View”.
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Navigation Templates
“Navigation Templates” gives you the control that you need to create the workflow that is best for you.
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Cleaning your Browser History
Since you use your browser to access MortgageDashboard, it is recommended that certain procedures are followed, such as cleaning the “Temporary Internet Files”, “History” and “Cookies” to maintain browser performance.
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Loan Submission
MortgageDashboard provides a user friendly workflow process, allowing users to submit a file to processing, or later to underwriting.
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WebApp Setup
This can be a very effective tool for networking with other financial professionals that wish to provide their clients with a means of applying for mortgage loans directly from their websites.
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Moving Prospect to Borrower
Once your “Prospect” is ready to move forward, it is a very simple process to convert the “Prospect” to a “Borrower” file.
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Enabling Pop-ups
It is vital that MortgageDashboard have the ability to use “Pop-Up” windows to complete certain tasks.
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