Note Dashboard

Note Dashboard is a mortgage note and loan management software designed to streamline and automate the loan servicing process. According to the vendor, it is tailored for lenders and financial institutions of all types and sizes, including mortgage lenders, banks, financial institutions, loan portfolio managers, and mortgage investors.

Key Features

Loan Tracking: According to the vendor, Note Dashboard allows users to efficiently collect and track payments. It also enables the easy production of annual statements and the scheduling of tasks for seamless loan management.

Increase productivity: The vendor claims that Note Dashboard can streamline the loan servicing process, resulting in increased productivity. It offers automation for everyday operations such as calling borrowers and generating custom letters.

Live Software Support: Note Dashboard provides personalized email and phone support from dedicated specialists, according to the vendor.

Centralized Documentation: The vendor states that Note Dashboard allows users to maintain and manage all documentation related to an account in one place, facilitating easy access and organization of important files.

Efficient Information Distribution: Note Dashboard enables smooth distribution and control of information throughout an organization, promoting collaboration between departments and ensuring access to necessary information, according to the vendor.

Enhanced Security: According to the vendor, Note Dashboard provides enhanced system security for all documentation and records, safeguarding confidential data.

Automated Data Backups: Note Dashboard automates data backups, ensuring the protection and easy recovery of important data, as claimed by the vendor.

Secure Information Sharing: Note Dashboard offers secure sharing options for information, allowing users to easily share data with colleagues and partners while protecting confidential information, according to the vendor.

Remote Access: According to the vendor, Note Dashboard allows users to access loan management data from anywhere, at any time, and from any device, providing flexibility and convenience.

Efficient Records Management: Note Dashboard simplifies the storage, retention, and disposition of documents and files, improving efficiencies in managing servicing records and enforcing a consistent organization-wide records policy, according to the vendor.