Loan management that

gets your clients from

origination to closing.

 

Loan Origination Dashboard

The Loan Origination Dashboard provides easy and secure access according to the account type and role of the user.

  • Loan Originator Site - users can use this powerful tool to manage all loans in their pipeline, access questions, update their Loan Originator Site design and information, create Loan Referral Links for their associates, access Pro-Marketing Materials, and more.
  • Originator Digital Card-Pro - users can access and update their digital card layout and information, access questions submitted, access Pro-Marketing Materials, and more.
  • Originator Digital Card-Basic - users can access and update their digital card, and more. They can also upgrade their subscription to a Digital Card-Pro or Loan Originator Site.
  • Loan Processors - can conveniently use the Loan Origination Dashboard to update the status of loans for connected loan officers via the Loan Status Tracker.
  • Mortgage Applicants - can access their active loan applications and make updates until the loan officer locks the application.

If an application is locked, it has been exported for management outside of LoanSystems, or the loan officer has determined that the application is complete. If further changes are needed, applicants should contact the loan officer directly.

  • Associates of Loan Originator Site Users - can access their Loan Referral Links and update their contact information.

For mortgage professionals, the Loan Origination Dashboard works seamlessly with your current way of doing business. Access its powerful functions from your computer or mobile phone. The navigation menu is located below, with a brief overview of the respective functions.

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The Loan Origination Dashboard provides easy
and secure access according to the role
of the user.

Loan Origination Dashboard

Pictured to the left are the links on the navigation menu within the Loan Origination Dashboard. Below is their purpose.

  • Loan Originator Site - Create, customize, or edit your Loan Originator Site. Client testimonials, which appear on your Loan Originator Site, can also be edited here. The QR Code for your Loan Originator Site is also under this link.
  • Originator Digital Card-Pro - Create, customizable, or edit your Online Digital Card. Access questions submitted, manage "live contact links" (phone, text, email, links to your website and social media), and manage optional video uploads and testimonials. This service includes Pro-Marketing Materials.
  • Originator Digital Card-Basic - Create, customizable, or edit your Online Digital Card. This service does not include Pro-Marketing Materials.
  • Pro-Marketing Materials - The flyers have attractive images that can be customized and display the user's contact information, photo, logo, and a QR Code that opens the user's Online Digital Card or Loan Originator Site when scanned. Users can log in at any time and print flyers. Originator Digital Card-Pro and Loan Originator Site Users have access to Pro-Marketing Materials.
  • Meta Keywords and Description – All Originator Digital Card and Loan Originator Site users have access to a "Metadata Interface" that allows them to input relevant keywords and a description of their company.
    • Meta keywords are a specific type of meta tag that appear in the HTML code of a web page and help tell search engines what the page's topic is. Meta keywords are important for Search Engine Optimization (SEO) for some search engines because the ranking algorithm uses the meta keywords tag to identify the core topics for the web page.
    • The meta description is a tag in the HTML code that generally informs users with a short, relevant summary. A page's meta description tag is displayed as part of the search snippet in a search engine results page (SERP) and is meant to give the user an idea of the content within the page and how it relates to their search query.
  • Loan Origination Links – Custom hyperlinks that open your Loan Originator Site, Question Box, Pre-Qualification Form, and Loan Application. Distinct from the Loan Originator Site link, the Question Box, Pre-Qualification Form, and Loan Application links only open those forms in the browser, making them ideal compliments to your website or for sending to clients by email.
  • Loan Referral Links - Create and view the Loan Referral Links of your associates, such as real estate agents, appraisers, contractors, or anyone else who can refer prospective clients to you. Associate accounts are free. When you set up an associate account, and that associate accepts it, they are emailed custom hyperlinks to your Question Box, Pre-Qualification Form, and Loan Application. These can be used for clients they may have who are seeking a loan or who simply want to ask you a question.
  • Loan Processors - Create and view the Loan Referral Links of your loan processor(s). Loan processor accounts are free. When you set up a loan processor account, and that loan processor accepts it, they are emailed custom hyperlinks to your Question Box, Pre-Qualification Form, and Loan Application. These can be used for clients they may have who are seeking a loan or who simply want to ask you a question. If you wish, loan processors can also update the status of loans in your pipeline in the Loan Status Tracker.
  • Loan Inquiry Alerts - Designate how to be notified when a client asks a question, requests pre-qualification, or applies for a loan. You or your loan processor can receive an email or a text message, allowing immediate contact with the client.
  • Questions Received, Pre-Qualification Requests - Access client questions and pre- qualification requests.
  • 1003s – Access client loan applications. You can export them as Fannie Mae 1003 MISMO® v3.4 or FNM v3.2 for use in your Loan Origination Software (LOS). You can also edit them as a 1003 within the Dashboard and print if needed.
  • Loan Status Tracker – Update and keep track of the status of loans in your pipeline. You can allow your loan processor to update this section. 1003s can be imported, providing you with a view of all active loan applications. Their status can be updated as they move from origination to closing. The archive section allows you to access archived loan applications.
  • Account Information - Update your account and payment information.
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