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
    Overall
  • 5 / 5
    Ease of Use
  • 5 / 5
    Customer Service

Product Details

  • Starting Price
    $34.00/month
  • Free Trial
    Yes
  • Deployment
    Cloud, SaaS, Web
  • Training
    Documentation
    Webinars
    Live Online
  • Support
    Online
    Business Hours

Vendor Details

  • Note Dashboard
  • notedashboard.com
  • Founded 2013
  • United States

About Note Dashboard

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.


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Note Dashboard Features

  • Accounting Management
  • Amortization Schedule
  • Application Management
  • Automatic Funds Distribution
  • Collateral Tracking
  • Collections Management
  • Compliance Management
  • Customer Database
  • Fee Management
  • Investor Management
  • Loan Processing
  • Amortization Schedule
  • Client Database
  • Closing Documents
  • Commercial Mortgages
  • Contact Management
  • Credit Reporting
  • Customer Statements
  • Document Management
  • Electronic Applications
  • Loan Origination
  • Loan Servicing
  • Pipeline Management
  • Pre-Qualification
  • Refinance Management
  • Residential Mortgages

Note Dashboard Reviews

Great concept!

Nov 18, 2014
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: Well executed platform by a deeply experienced and successful IT and Finance prodessional

Great System

Oct 30, 2014
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: Great way to track performing and non-performing notes, generate letters, statements and account information. Recommend!

Best Solution for Note WorkOut Processing

Oct 28, 2014
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

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.

Great Tool for Managing Notes!

Oct 28, 2014
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

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.

Review for Note Dashboard

Oct 28, 2014
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: I have been using Note Dashboard for a little while and I am extremely satisfied. It is easy to use and captures everything I need it to. At the price point, you cannot go wrong.

Vendor Response

by Note Dashboard on October 28, 2014

Thanks Martin. We greatly appreciate the feedback.