Note Dashboard logo

Note Dashboard Claim

  Write a Review Visit Website  

Note Dashboard Overview

Note Dashboard is an advanced loan servicing software designed to streamline the management of loan portfolios for financial institutions. The platform provides tools for tracking loan applications, managing repayments, and monitoring borrower information. Note Dashboard supports customizable workflows, allowing organizations to tailor the software to their specific loan servicing needs. With features such as automated reminders and reporting capabilities, users can enhance their loan management efficiency and improve customer communication. The software’s user-friendly interface ensures that staff can easily navigate the system and access critical data. By optimizing loan servicing processes, Note Dashboard helps financial institutions improve customer satisfaction, reduce operational costs, and drive growth.

Read More

Contact Details

  • Vendor Name Note Dashboard
  • Founded 2013
  • Location United States

Support

  • Chat Chat

Training

  • Live Online Live Online
  • Webinar Webinar
  • Documentation Documentation

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English

Industries

Computer Networking, Construction, Health

You May Also Like

Calyx Point

Calyx Point

 Write a Review

Contact Vendor

Construction Loan Manager

Construction Loan Manager

 Write a Review

Contact Vendor

LendingPad

LendingPad

 Write a Review

Contact Vendor

Note Dashboard Features

  • Arrow Icon Third Party Loan Origination
  • Arrow Icon Loan Origination
  • Arrow Icon Activity Dashboard
  • Arrow Icon Pipeline Management
  • Arrow Icon Pricing Management
  • Arrow Icon Pre-Qualification
  • Arrow Icon Lender Search
  • Arrow Icon Electronic Applications
  • Arrow Icon Refinance Management
  • Arrow Icon Payment Tracking
  • Arrow Icon Document Storage
  • Arrow Icon Property Tax Management
  • Arrow Icon Contact Management
  • Arrow Icon Marketing Automation
  • Arrow Icon HUD Settlement Statements
  • Arrow Icon Commercial Mortgages
  • Arrow Icon Loan Management
  • Arrow Icon Government Loans
  • Arrow Icon Promissory Notes
  • Arrow Icon Lead Management
  • Arrow Icon Outsource Processing
  • Arrow Icon Credit Reporting
  • Arrow Icon Compliance Management
  • Arrow Icon Escrow Management
  • Arrow Icon Amortization Schedule
  • Arrow Icon Customer Statements
  • Arrow Icon Task Management
  • Arrow Icon Client Database
  • Arrow Icon Loan Servicing
  • Arrow Icon Residential Mortgages
  • Arrow Icon Accounting
  • Arrow Icon CRM
  • Arrow Icon Borrower Management
  • Arrow Icon For Brokers
  • Arrow Icon Document Management
  • Arrow Icon Amortization Schedule
  • Arrow Icon Automatic Funds Distribution
  • Arrow Icon Investor Management
  • Arrow Icon Collateral Tracking
  • Arrow Icon Accounting
  • Arrow Icon Payment Collection
  • Arrow Icon Third-Party Integrations
  • Arrow Icon Compliance Management
  • Arrow Icon Reporting/Analytics
  • Arrow Icon Audit Trail
  • Arrow Icon Contact Management
  • Arrow Icon Data Import/Export
  • Arrow Icon Loan Portfolio Management
  • Arrow Icon PCI Compliance

Note Dashboard Pricing

Pricing Type

  • Pricing Type Per User

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • Free Trial Available

Free Version

  • Yes Yes

Payment Frequency

  • Monthly Subscription Monthly Subscription

Plans & Packages

Basic

$69 Per User

Top Note Dashboard Alternatives

View all Note Dashboard Alternatives

Help With My Loan

HES LoanBox Verified Profile

LendingPad

LoanAssistant

Note Dashboard FAQs

Note Dashboard is an advanced loan servicing software designed to streamline the management of loan portfolios for financial institutions. The platform provides tools for tracking loan applications, managing repayments, and monitoring borrower information. Note Dashboard supports customizable workflows, allowing organizations to tailor the software to their specific loan servicing needs. With features such as automated reminders and reporting capabilities, users can enhance their loan management efficiency and improve customer communication. The software’s user-friendly interface ensures that staff can easily navigate the system and access critical data. By optimizing loan servicing processes, Note Dashboard helps financial institutions improve customer satisfaction, reduce operational costs, and drive growth.

  • Yes, Note Dashboard offers a free version.

  • Yes, Note Dashboard offers a free trial.

  • No, Credit Card details are not required for the Note Dashboard trial.

  • Note Dashboard offers the following pricing plans & packages:

    Basic

    $69 Per User

  • Note Dashboard supports the following payment frequencies:

    • Monthly Subscription

  • No, Note Dashboard does not offer an API.

  • Note Dashboard offers support with the following options:
    • Chat

  • Note Dashboard offers training with the following options:
    • Live Online , Webinar , Documentation

  • Note Dashboard supports the following languages:
    • English

  • Following are the typical users of the Note Dashboard:
    • Self-Employed , Small-Business , Midsize-Business

  • Note Dashboard supports the following deployment:
    • Cloud Hosted

  • Note Dashboard supports the following devices and operating systems:
    • Web-Based