Description:
The "Loan Officer Dashboard" is the homepage of their portal. It's layout is divided over several "key widgets" through the page on which the Loan Officer can get an overview of their entire loan pipeline and more details.
Dashboard:
Analytics Widgets:
Upcoming Closings:
This widget will display all the loans that have a closing date in the next 10 days.
Once the widget is clicked, If the Loan Officer has upcoming closing, it will display the loans from closest in closing date top to bottom. (Ex. If a the Loan Officer has two three loans, the loan with the closest date to the current date will be listed first, and so on.)
New Prospects:
This widget will display all the "new prospects" created from the past 30 days. If the Loan Officer shared their app with a user, that user will then be a prospect until they create an account.
Once the widget is clicked, the prospects will be listed from most recent one to oldest top to bottom and will display the information that the user sharing app added (Ex. Name, Email, Phone, or Notes.)
It will also show who share it, if that prospect is co-branded (meaning a realtor partner was attached to the share), and the timestamp.
New Applications:
This widget will display any new applications in the last 30 days similar to the "new prospects widget".
Once the widget is clicked, any "new applications" will be listed from most recent one to oldest top to bottom and will display the borrowers information that has been filled out (Ex. Name, Phone, Status of application, loan amount, date started, and last modified). If some information is missing, most likely it hasn't been filled out by the borrower.
Abandoned Applications:
This widget will display any "Abandoned applications" in the last 30 days similar to the "new applications" and "new prospect widget". Abandoned applications are those without any updates in the past 5 past within the last 30-day period.
Once the widget is clicked, any "Abandoned applications" will be listed from most recent one to oldest top to bottom and will display the borrowers information that has been filled out (Ex. Name, Phone, Status of application, loan amount, date started, and last modified) same format at the "new applications widget".
Share Link:
In this widget the Loan Officer will be able to share their custom link to 'Borrower' or 'Partner'.
Once the "Share" button is clicked, the Loan Officer will select the user type which they are sharing the link with.
For both options (Borrower or Partner) the Loan Officer will be prompted with two sharing options:
Create a new prospect OR Create a new partner: In here the Loan Officer has the ability to add the future borrower's OR partner's contact information (Ex. First and Last name, Email address, Phone Number) and create a "profile" for the borrower OR partner, after that the Loan Officer can share the link via Email or Phone Number.
Just share the link: In here the Loan Officer can just share their custom link to the borrower or partner. This option will only let the Loan Officer copy the "link" not share it like "Create a new prospect" OR "Create a new partner".
Tasks:
This widget will display any "Tasks" that the Loan Officer might have across multiple loans.
From here the Loan Officer can complete those tasks by clicking on them and also customize the tasks displayed in the widget.
The Loan Officer can click the "three dots" on the top corner of the widget and choose either "Mark Complete" or "Task Settings". Under "Task Settings" The Loan Officer can choose what type of tasks would like to have available to show in the widget.
If the Loan Officer clicks on "View all tasks" bottom of the "Tasks" widget, they will be taken to the "Tasks" page where they can see all the tasks both "Incomplete" and "Complete" and complete/view them from there.
Loans:
This widget will display the whole Loan Officer's pipeline organized by Milestones. The amount of Loans under each Milestone will be reflected with the numbers on the right. (Ex. Loan Applications are 2, Approval 4, means there are 2 Loan Applications, and 4 Loans under the Approval Milestone.)
Something to be aware: If the Loan Officer has "Loan Access" to another Loan Officer, this widget will reflect all the loans that the Loan Officer has access to. (Ex. If Loan Officer 1 has 4 loans, and has "Loan Access" to Loan Officer 2 who has 9 loans; the widget will display the total amount of loans which would be 13 in this case.)
If the Loan Officer clicks on the "View all loans" it will redirect them to their "Active Loans".
Activity Log:
This widget will display the "5 most recent loans" that have had the most recent activity in the Loan Officer's pipeline.
In here the Loan Officer can click on the loan and will be redirected to the Loan page.
If the Loan Officer clicks on the "View all loans" it will redirect them to their "Active Loans".
Partners:
This widget will display any "Top Partners" meaning the partner that is "linked" to the most loans. This does include any loans regardless of Milestones.
The partners will be sorted from highest amount of loans linked to lowest, top to bottom.
If multiple partners are linked to the same amount of loans, they will be listed based on "First Name".
If the LO clicks on "View all partners" it will be taken to their "Partner Contacts".
Support Articles:
The "Support articles" widget has links to specific sections in the nCino Mortgage KB to provide additional insight and information about our application. To access the knowledge base in it’s entirety, click on the “View all support articles” at the bottom of the widget.
Quick Links:
The "Quick Links" widget displays quick links that have been setup by a for easy access in the settings. Here the Loan Officer has access directly to these pages.
Additional resources:
Published: 8/15/2025 Last Update: 8/15/2025