How to add a custom letter in Loan Servicing?

WARNING: This article assumes that you already have downloaded the Microsoft Word add-in. Click here for instructions on how to do that.

Open Microsoft Word on your computer.
Create your letter using the tools provided by Microsoft Word.
Use this article to customize your document by adding fields from Loan Servicing.
Once your document is ready to upload to The Mortgage Office®, click on Custom Letters & Reports from the menu on the left panel of The Mortgage Office®.
Click Custom Letters in the drop-down.
Click New.
In the Letter Writing Assistant, click Next.
Select the letter category and click Next.
Click the radio to the left of Upload a Letter Template From Your Computer: to browse your computer and select the letter that you just created.

Click on Custom Letters & Reports from the menu on the left panel of The Mortgage Office®.
Click New.
In the Letter Writing Assistant, click Next.
Select the letter category and click Next.
Click the radio to the left of Choose an Existing Letter, choose a letter from the list provided, and click Next.
In the Letter Properties screen, confirm or edit the properties.
Click Finish.

TIP: If you'd like to customize the letter that you just created using an existing letter, read this article for how to do that.

This part of the documentation discusses how add new letters to the Loan Servicing module.