How does Loan Dashboard work?

Our system is completely web based and hosted. This means that you don’t have to purchase hardware, or install software. You simply login from our website, and you have instant access to all of your clients data and documents.

How many notes can I manage with Note dashboard?

You can manage an unlimited number of notes with our software. In addition, with our basic plan you can have up to 20 users.

Can I import my existing notes?

Yes, simply fill out the provided Microsoft Excel template with your existing product and we will import them for you.

We operate a small lending operation - 25 loans. How can Note Dashboard help us?

Note Dashboard is a cloud based system available as Software as a Service (SaaS), meaning you don't have to buy an upfront license or have an IT team on staff. With Note Dashboard, you can start small and add on as needed. For as little as $99.00 per month, you can start servicing your loans with a top-notch, industry-leading system. By automating your servicing, you'll have more time to increase your business and bring in more loans. By keeping your loan servicing costs down, you'll also have more resources to allocate to growing your business. With Note Dashboard, real-time and reliable information is at your fingertips at a minimal cost.

Do you provide technical support for Note Dashboard?

Our knowledgeable technical staff is highly available by email or telephone.

We work with "sub-prime" borrowers. Will your software work for us?

Note Dashboard is a loan servicing AND collection system tightly integrated for maximum efficiency. You can increase your cash flow, decrease collection costs and reduce delinquencies all with one software program. Past-due and delinquency reports provide the real-time information needed to maximize your collections. You can build collector campaigns using the criteria you select. Easily keep track of deadlines missed by borrowers. Unlimited notes can be maintained on your borrower.

What is a SaaS loan servicing application?

SaaS, or Software as a Service applications are accessible via a Web connection and are very easy to use. Once your account is setup, you simply need to log in to the application and start working. The software operates just as it would if it were loaded on your personal computer system. You may also hear SaaS applications referred to as "hosted" or web-based software.

What are the advantages of using a SaaS loan servicing system?

There are several advantages. First, because there are no licenses to buy, software to upgrade or IT staff to hire, SaaS is extremely cost-effective. Second, because you pay a simple, flat monthly fee, you can manage your money with greater ease. Third, because we store all data associated with our products at the world-class data center, you know that your data is secure and in a relatively natural-disaster-free area of the world. And fourth, you can access the system from anywhere, as long as you have an Internet connection. The bottom line: Using Note Dashboard is a cost-effective and easy way for you to access a very secure loan servicing system.

How do I access the SaaS (Software as a Service) version of Note Dashboard?

It's easy. All you need is an Internet connection and a computer or phone with a browser.

How secure is my SaaS data?

We store all our customer data at a world class data center.

Will I have to upgrade the software once I've purchased your SaaS service?

No. When you log in to our system, you will always be using the latest version of the application.