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How to add a custom field in a loan file?

This article discusses how to add a custom field in a loan file.

NOTE: Please note that any fields you add will apply to all records of that type. For example: if you add a field called "Agreement Date" to the loan file, that field will be available in all loan records.

    How to add a custom field in a loan file:

    • Click on the loan origination folders icon Loan Origination 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 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 FindSearch icon box 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 PENCIL (NEW) no outline Edit at the top of the screen or double-click on the selected file.
    • Choose custom field LO Custom Fields from the menu on the left.
    • Click the add New button from the list of options in the panel at the top of the page. 
    • Enter the following information:
    Field: Description:

    Tab

    Select the Tab from the drop-down list. It defaults to the currently selected tab.

    Name

    The field's display name (maximum of 40 characters).

    WARNING: If you want to use custom fields with Microsoft Word mail merge to create custom letters and notices you must abide by Microsoft's mail merge header record restrictions when naming the custom field. The restrictions are as followed:
    • The field name must start with a letter.
    • Each subsequent character must be a letter, a number, a space, or the underscore character.
    • The field name cannot contain any spaces.
    • The field name cannot be larger than 40 characters.

    Type

    Select the field type from the drop-down list. The following types are supported:

      • Text
      • Currency
      • Number
      • Percent
      • Date
      • Time
      • Date/Time
      • Yes/No
      • Phone
      • E-mail
      • URL
      • Pick List (Select Only)
      • Pick List (Text Editable)

    TIP: The Email and URL fields are handled a little differently than the other field types. When you work with these fields, you can click them to automatically address an email message to the contact or launch your default Web browser and display the website in the field.  

    Unlike other fields, you cannot click on these fields to edit the value. You must use the Tab key to move to the field. 

    Edit List

    Click on the Edit List hyperlink to edit the available list values in the Pick Lists.

    TIP: Pick List (Select Only) - Specifies that the list is displayed by clicking the down arrow and that the text portion is not editable. This means that the user cannot enter a new value. Only values already in the list can be selected.

    TIP: Pick List (Text Editable) - Specifies that the list is displayed by clicking the down arrow and that the text portion is editable. This means that the user can enter a new value and is not limited to selecting an existing value in the list.

    Format

    		 Select the field's format from the drop-down list.
    • Click OKOK to save or CANCELCancel to abort the changes.

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