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How to edit a loan?

This article discusses how to edit an existing loan in the Loan Servicing module.

How to edit a loan:

  • Click on the image-png-Jul-14-2023-12-46-04-6535-AM Loan Servicing drop-down menu in the left panel of The Mortgage Office®.
  • Click the Loans drop-down menu. 
  • Click All Loans from the list that drops down. 
  • From the All Loans grid, select the loan you want to modify.

TIP: If the loan you want to edit is not visible, use the grid's vertical scroll bar to scroll the contents of the grid up or down, or click FindSearch icon box Find to search for the loan by entering your own search criteria. For additional information see How to Use Find and How to Use the Data Grids.

  • Click edit from the options available on the top panel or double-click on the loan to open the loan file for editing.
  • Edit the information within the loan file as needed.

TIP: To learn more about the information contained in the loan file, read Adding Loans.

  • Click APPLY from the options available on top panel to save or ban-solid to abort changes.
  • Close the file by clicking xmark-solid on the right of the loan file tab. 

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