MLO Portal Configuration
Build the dashboard template that all MLOs see
Dashboard Theme
Choose light or dark appearance for the MLO portal
Enabled Search Terms
Control which search terms appear in search term card grids
Funded
Adverse
Submission
Disclosures
Funded: MLO Direct
Disclosed: MLO Direct
Submission: MLO Direct
Funded: ALL
Disclosures: ALL
Adverse: ALL
Submission: ALL
Funded/Scheduled ALL
Rate Lock ALL
Purchase Advice
Adverse (by App Date)
Dashboard Widgets
Add, configure, and reorder widgets that MLOs see
Stat Card
Stat Card
Stat Card
Stat Card
Monthly Trend Chart
Default search term:
Pipeline by Folder