Systems and methods for an interactive mortgage dashboard

A system for providing a mortgage finance dashboard, comprising:

• an electronic device comprising at least one computer processor and executing a mortgage finance dashboard computer program;
• a plurality of internal data sources storing internal loan information for a plurality of customers;
• a plurality of third-party data sources storing external loan information for at least some of the plurality of customers;
• wherein:
• the mortgage finance dashboard computer program retrieves loan transaction information for a plurality of loan accounts from the internal data sources and the external data sources;
• the mortgage finance dashboard computer program verifies that the loan transaction information complies with predetermined formatting requirements;
• the mortgage finance dashboard computer program generates and displays a summary table of the retrieved loan transaction information on a display, the summary table comprising one or more of customer names, advances, paydowns, deposits, shipments, and transfers for each loan account;
• the mortgage finance dashboard computer program identifies a loan condition or trend associated with at least one of the loan accounts;
• the mortgage finance dashboard computer program identifies a recommendation for the at least one of the loan accounts based on the loan condition or trend;
• the mortgage finance dashboard computer program associates a graphical indicator with the loan condition or trend;
• the mortgage finance dashboard computer program displays the graphical indicator on the display with the recommendation;
• and
• the mortgage finance dashboard computer program automatically executes the recommendation.