Name: Note Dashboard
Author: Note Dashboard

Help Desk

Web and Video Conferencing

Customer Support

AI Code Generation

AI Development

Agile Development

Version Control

Development

Student Management

Education

Business Intelligence (BI)

Collaboration

Enterprise Asset Management

IP PBX

Knowledge Management

Enterprise

Accounting

Anti-Money Laundering (AML)

Nonprofit Accounting

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Employee Scheduling

HR Management

Payroll

Talent Intelligence

Talent Management

Time Tracking

Workforce Analytics

Workforce Management

Human Resources

Build Automation

Cloud Brokers

Cloud Storage

Data Center Cooling

Data Center Networking

Data Mapping

Data Privacy Management

Data Warehouse

Database Load Balancing

Embedded Database

Firewall Security Management

Fraud Detection

IP Address Management (IPAM)

Integration Platform as a Service (iPaaS)

Low-Code Development

Managed IT Service

Migration

Mobile Application Performance Monitoring  (APM)

Network Performance Monitoring

Network Simulation

Platform-as-a-Service (PaaS)

Software Composition Analysis (SCA)

Value Stream Management

Workload Automation

Information Technology

A/B Testing

AI Writing Assistant Software

Account-Based Marketing (ABM)

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Customer Experience Management

Customer Journey Analytics

Digital Experience Intelligence

Email Marketing

Marketing Automation

Search Engine Marketing (SEM)

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

Project Management

Professional Services

Customer Relationship Management (CRM)

Headless eCommerce

Trade Promotion Management

Sales

Database Security

Security Orchestration, Automation and Response (SOAR)

Security

Apparel

Lease Management

Spreadsheet

Vendor Neutral Archive (VNA)

Vertical-Specific

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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.

Note Dashboard

Loan Servicing Software automates the loan lifecycle from origination, credit decisioning, payment processing and collections, to accounting and reporting.

Loan Servicing

Loan Workflow

Tools used by loan origination and servicing and servicing agents to streamline their workflows.

Loan Document Management

This feature allows users to store, manage, and track all loan-related documents, ensuring compliance and efficient processing.

Loan Workflow Automation

This feature helps to automate various stages of the loan process, improving efficiency and reducing manual errors.

Loan Software Integrations

This feature allows lenders to access credit reports and scores from major credit bureaus, aiding in the credit assessment process, and integrate with CRM tools and third-party databases to manage borrower relationships.

Loan Reporting and Analytics

Allows users to generate various reports and analyze data related to loan origination and servicing, helping to make informed decisions.

Financial Reporting and Compliance

Financial statements and regulatory filings

Management Reporting

Tools facilitating creation of internal ad hoc or standard reports.

XBRL support for regulatory filing

Support for the XBRL standard reporting format for exchanging financial data.

Excel-based Reporting

Ad hoc or formatted reports using MS Excel.

Data Security

Tools and features that help keep data secure from unauthorized access or internal exposure.

At-Rest Data Encryption

Data at rest is encrypted, requiring decryption to read the underlying data.

In-Transit Data Encryption

Data is transmitted in an encrypted state, preventing interception of raw in-flight data.

In-Use Data Encryption

Data remains encrypted even when stored in non-persistent storage (RAM, CPU caches, and CPU registers). This prevents access to data through malware on an individual device.

Data Redaction

The product's capability to return redacted data in place of actual data when queried. For instance, a redacted query for the phone number 555-5555 could return ***-**55.

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Loan Servicing Software

Note Dashboard

Overview

What is Note Dashboard?