Note Dashboard vs. PerfectLO Comparison


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About Note Dashboard is a cloud based mortgage note and loan management software for lenders and financial institutions of all types and sizes. Note Dashboard provides mortgage loan servicing software with a simple and consistent interface. Our dashboard provides a powerful feature set at a reasonable monthly fixed price. The software grows as your business grows. Our loan servicing software automates and streamlines the loan servicing process so your business can run more efficiently. Quickly complete your everyday operations such as directly calling borrowers and generate custom letters. Note Dashboard provides a powerful set of features to simplify your performing and non-performing loan and note management. If you have any questions, don't hesitate to reach out to our dedicated service specialists. Service an unlimited number of pools and companies with one low monthly service charge. There are no per user fees. Easily accept partner investments. Produce on-demand professional reports.	About The founders of PerfectLO knew there was a better way to initiate the mortgage process. They used their extensive industry knowledge to construct a detailed, interactive questionnaire that systematically and intelligently asks all the right questions. No more inaccurate loan applications due to assumptions or inadequate fact-finding. No more unnecessary credit pulls or wasted time and money on loans that will never be closed. No more missed questions that require additional documentation. PerfectLO is a cloud-based mortgage software that solves one of the biggest problems during the loan application process: failure to provide the detailed information to complete a Borrower’s true profile.
Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Not Supported iPad Not Supported Android Not Supported Chromebook Not Supported	Platforms Supported Windows Supported Mac Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Supported iPad Supported Android Supported Chromebook Not Supported
Audience Loan officer recruiters and companies looking for a solution to search, filter and sort mortgage data	Audience Loan Serving solution for companies
Support Phone Support Supported 24/7 Live Support Not Supported Online Supported	Support Phone Support Supported 24/7 Live Support Supported Online Supported
API Offers API Not Supported	API Offers API Not Supported
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos
Pricing $34 per month Free Version Not Supported Free Trial Supported	Pricing No information available. Free Version Not Supported Free Trial Supported
Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software	Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software

Training Documentation Supported Webinars Supported Live Online Supported In Person Not Supported	Training Documentation Supported Webinars Supported Live Online Supported In Person Supported
Company Information Note Dashboard Founded: 2013 United States notedashboard.com	Company Information PerfectLO Founded: 2015 United States www.perfectlo.com
Alternatives LoanShark Data Designs	Alternatives ABLE Platform
ABLE Platform	MeridianLink Mortgage MeridianLink
LoanAssistant Integrated Accounting Solutions	Mortgage Automator
Mortgage Automator	Tavant Touchless Tavant
The Mortgage Office View All	The Mortgage Office View All
Categories Loan Management Supported Loan Servicing Supported Mortgage and Loans Supported	Categories Loan Origination Supported Loan Servicing Supported Mortgage and Loans Supported
Loan Servicing Features Accounting Management Supported Amortization Schedule Supported Application Management Supported Auto Loans Supported Automatic Funds Distribution Not Supported Business Loans Supported Collateral Tracking Supported Collections Management Supported Compliance Management Not Supported Construction Loans Supported Customer Database Supported Fee Management Supported Investor Management Not Supported Loan Processing Supported Student Loans Supported Mortgage and Loans Features Amortization Schedule Not Supported Client Database Not Supported Closing Documents Not Supported Commercial Mortgages Not Supported Contact Management Supported Credit Reporting Not Supported Customer Statements Supported Document Management Supported Electronic Applications Not Supported Government Loans Supported Loan Origination Not Supported Loan Servicing Supported Pipeline Management Not Supported Pre-Qualification Not Supported Refinance Management Not Supported Residential Mortgages Supported	Loan Servicing Features Accounting Management Not Supported Amortization Schedule Not Supported Application Management Not Supported Auto Loans Not Supported Automatic Funds Distribution Not Supported Business Loans Not Supported Collateral Tracking Not Supported Collections Management Not Supported Compliance Management Not Supported Construction Loans Supported Customer Database Not Supported Fee Management Not Supported Investor Management Not Supported Loan Processing Supported Student Loans Not Supported Mortgage and Loans Features Amortization Schedule Not Supported Client Database Not Supported Closing Documents Not Supported Commercial Mortgages Not Supported Contact Management Not Supported Credit Reporting Supported Customer Statements Not Supported Document Management Supported Electronic Applications Supported Government Loans Supported Loan Origination Supported Loan Servicing Not Supported Pipeline Management Supported Pre-Qualification Supported Refinance Management Supported Residential Mortgages Supported Show More Features Loan Origination Features Amortization Schedule Not Supported Audit Trail Not Supported Closing Documents Not Supported Compliance Management Not Supported Customer Database Not Supported Digital Signature Supported Document Management Supported Fee Management Not Supported Loan Processing Supported Online Application Supported
Integrations Microsoft Azure Not Supported	Integrations Microsoft Azure Supported View All 1 Integration
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