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How to add a document to Loan Origination?

This part of the documentation discusses how add a new customized document to the Loan Origination module.

To add a document to Loan Origination:

  • Click on loan origination folders icon Loan Origination from the menu on the left panel of The Mortgage Office®.
  • Click the System Administration drop-down. 
  • Click the Document Maintenance drop-down. 
  • Click All or click the specific loan product you want the document added to. The options are: 
    • CA Hard Money
    • CA Note Sale
    • US Private Lending
    • Canadian Residential
  • Click the action Actions icon.
  • Choose one of the options: 
    • New Blank Document
      • Select this option to create a document from a blank Word template. 
    • New Document from Template
      • Select this option to create a document from an existing Word template. 
  • In the New Blank Document or the New Document from Template assistant, fill out the following information: 

Field:

Description:

Active square-check-solid

Check this option to display the document or uncheck to hide it.

Product Name

Select the loan product this document belongs to from the drop-down list.

TIP: This field is only enabled if you selected All Products from the Toolbar; otherwise, the product is selected and the field disabled.

Technology

At this time Mail Merge is the only option for technology to use to generate the document.

Template Name

Enter the name of the document here. 

Description

Enter a description for the document. (Maximum of 255 characters)

TIP: The document's description is used throughout the system for identification and when selecting this document for printing.

Show Dialog

Select the dialog window to display before printing this document. The options are:

  • None - No dialog window is displayed.
  • Borrowers - Displays a list of all borrowers in the loan and allows you to select one or more to print.
  • Lenders - Displays a list of all lenders in the loan and allows you to select one or more to print.
  • Properties - Displays a list of all properties in the loan and allows you to select one or more to print.
  • Encumbrances - Displays a list of all encumbrances in the loan and allows you to select one or more to print.
  • URLAs- Displays a list of all applicants in the loan and allows you to select one or more to print.

TIP: The dialog window is used when the document applies to a collection, and you may want to print the document for one or more members of the collection. For example, a borrower type document where you may want to print it for a single borrower, selected borrowers, or all borrowers in the loan.

Copies

Enter the default number of copies.

TIP: For example, you are required to provide 2 copies of TILA's Notice of Right to Cancel to each borrower in the loan. Therefore, enter 2 for this document to print the required number of copies by default.

Notes

Enter any document notes you need to explain the use or purpose of this document.
  • In the Upload Here section, click Browse. 
  • Browse your computer & find the document that you want to upload. 
  • Select the document and click Open or double click the document to attach it to the Document Details assistant for uploading.
  • Click save button Save to save the document to The Mortgage Office® or Cancel to abort the changes. 

TIP: Click here to read how to customize a document in Loan Origination. 

 

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