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What is Note Dashboard?

Note Dashboard is a cloud-based platform tailored for the oversight of mortgage notes and loans, serving lenders and financial entities of all sizes. It features an intuitive mortgage loan servicing interface that is both easy to navigate and consistently designed. With a wide range of features offered at a competitive fixed monthly price, our software evolves alongside your business requirements. The loan servicing functions are crafted to streamline and automate your operations, enabling faster execution of daily tasks such as direct borrower communication and the creation of customized correspondence. Note Dashboard equips you with a comprehensive suite of tools to efficiently manage both performing and non-performing loans. If you have any questions, our dedicated service specialists are always on hand to provide assistance. You can manage an unlimited number of pools and companies for a single low monthly fee, with no extra charges per user. Additionally, the platform facilitates the seamless acceptance of partner investments and the on-demand generation of professional reports, keeping your business nimble and adaptive. This holistic approach positions Note Dashboard as an essential resource for any financial institution aiming to optimize its loan management strategies, ultimately driving better financial outcomes. With such a vast array of features and support, it truly stands out in the marketplace.

What is Moso Mortgage Software?

Moso provides Brokers and Loan Originators with customized websites, online application tools, rate alerts, a borrower portal, a CRM system, and a cloud-based document management service, all at an attractive price point. With a dedicated website, Brokers can effortlessly connect with clients and attract new leads. In just a few minutes, borrowers can fill out online applications and submit necessary documents directly to Brokers. They also receive accounts that allow them to modify their applications, upload additional documents, and stay in touch with Brokers throughout the loan journey. Brokers can enhance client interaction by creating tailored mailing lists and sending targeted emails for special occasions such as birthdays, holidays, and loan anniversaries. Additionally, both borrowers and Mortgage Loan Originators can set up alerts to receive scheduled or immediate notifications about their applications. The cloud-based document management system simplifies the online tracking, organization, and storage of crucial documents. Moreover, both borrowers and MLOs can access real-time, customized quotes featuring competitive rates from top lenders, ensuring they secure the most advantageous deals. This extensive set of tools not only simplifies the lending process but also significantly boosts customer satisfaction and loyalty, making it easier for Brokers to retain clients in a competitive market. Overall, Moso's offerings create a seamless experience for all parties involved in the lending process.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

$34 per month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Note Dashboard

Date Founded

2013

Company Location

United States

Company Website

notedashboard.com

Company Facts

Organization Name

Moso Software

Date Founded

2016

Company Location

United States

Company Website

www.moso.com

Categories and Features

Loan Servicing

Accounting Management
Amortization Schedule
Application Management
Auto Loans
Automatic Funds Distribution
Business Loans
Collateral Tracking
Collections Management
Compliance Management
Construction Loans
Customer Database
Fee Management
Investor Management
Loan Processing
Student Loans

Mortgage and Loans

Amortization Schedule
Client Database
Closing Documents
Commercial Mortgages
Contact Management
Credit Reporting
Customer Statements
Document Management
Electronic Applications
Government Loans
Loan Origination
Loan Servicing
Pipeline Management
Pre-Qualification
Refinance Management
Residential Mortgages

Categories and Features

Mortgage and Loans

Amortization Schedule
Client Database
Closing Documents
Commercial Mortgages
Contact Management
Credit Reporting
Customer Statements
Document Management
Electronic Applications
Government Loans
Loan Origination
Loan Servicing
Pipeline Management
Pre-Qualification
Refinance Management
Residential Mortgages

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