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
Purchase Advice
Rate Lock ALL
Funded/Scheduled ALL
Submission: ALL
Adverse: ALL
Disclosures: ALL
Funded: ALL
Submission: MLO Direct
Disclosed: MLO Direct
Funded: MLO Direct
Disclosures
Submission
Adverse
Funded
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