The Reminders function allows you to send notes to yourself, to other users in the system, or to all users. You are able to access reminders through the All Loans grid, or from any page within The Mortgage Office®.
To access Reminders from the All Loans grid:
-
Click on the
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 vie reminders for.
TIP: If the record 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 
Find to search for the record by entering your own search criteria. For additional information see How to Use Find and How to Use the Data Grids.
- Click the
Reminders icon in the top panel. - Choose to view Reminders for the selected record, or All Reminders.
To access Reminders from any page in The Mortgage Office®:
- In any module and on any screen in The Mortgage Office®, click the
Reminders icon in the top right of the screen to view reminders.
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