Note Dashboard

Note Dashboard

5 / 5 5 reviews

Who Uses This Software?

Loan originators, mortgage lenders, note buyers, investors, attorneys, accountants, and charitable organizations can benefit from the capabilities of this software.

Average Ratings

5 reviews
  • 5 / 5
  • 5 / 5
    Ease of Use
  • 5 / 5
    Customer Service
  • Features
  • Value for Money

Product Details

  • Starting Price
  • Free Version
  • Deployment
    Installed - Mac
  • Training
    In Person
    Live Online
  • Support
    24/7 (Live Rep)
    Business Hours

Vendor Details

  • Note Dashboard
  • Founded 2013

About This Software

Note Dashboard is a cloud based mortgage note and loan management software for lenders and financial institutions of all types and sizes. Note Dashboard provides mortgage loan servicing software with a simple and consistent interface. Our dashboard provides with a powerful feature set at a reasonable monthly fixed price. No user charges. The software grows as your business grows.

  • Accounting Management
  • Amortization Schedule
  • Application Management
  • Auto Loans
  • Automatic Funds Distribution
  • Business Loans
  • Client Database
  • Closing Documents
  • Collateral Tracking
  • Collections Management
  • Commercial Mortgages
  • Compliance Management
  • Construction Loans
  • Consumer Loans
  • Contact Management
  • Credit Reporting
  • Customer Database
  • Customer Statements
  • Direct Mail Management
  • Document Management
  • Electronic Applications
  • Email Marketing
  • Escrow Management
  • Fee Management
  • Flyer Printing
  • For Borrowers
  • Government Loans
  • HUD Settlement Statements
  • Integrated Vendor Services
  • Investor Management
  • Lead Management
  • Lender Search
  • Loan Level Pricing
  • Loan Origination
  • Loan Processing
  • Loan Searching
  • Loan Servicing
  • Loan Submission Control
  • Marketing Management
  • Mortgages
  • Multi-Branch
  • Multi-Company
  • Outsource Processing
  • Payment Tracking
  • Pipeline Management
  • Pre-Qualification
  • Pricing Management
  • Promissory Notes
  • Property Tax Management
  • Refinance Management
  • Residential Mortgages
  • Student Loans
  • Third Party Loan Origination
  • Visual Presentation

Note Dashboard Latest Reviews

Automatically translated. Show original review

Great Tool for Managing Notes!

5 / 5
Ease of Use
5 / 5
Customer Support
Value for Money

Comments: We have been using Note Dashboard for over 6 months now and it is an excellent tool for managing note investments. The ability to generate letters, update information, and communicate with other staff members has made an easy transition from using strictly email or a spreadsheet. I personally like the ability to go back and review any information and the ability to track conversations I've had with various parties. Also, if another employee needs to update an account, they can do so. SInce Note investing is so complex and requires many steps, this is an excellent tool to keep you organized. I highly recommend using this software.

Automatically translated. Show original review

Best Solution for Note WorkOut Processing

5 / 5
Ease of Use
5 / 5
Customer Support
Value for Money

Comments: We were lucky enough to be in the beta testing group for Note Dashboard and are very happy with it's deployment to the public. It has everything you need to know about the note, borrower, property and financials; all in one place. The system offers a multitude of pre-filled documents that can be saved as PDF; but, if they are missing one you need, customer service is quick to make it available. This is a great time saver in the Note Business, especially the WorkOut process.