How to add a SmartView™?

TIPS:

You can use SmartViews™ to create windows which display records grouped by a user defined criterion.
You decide which records to include or exclude, the order in which they are displayed, and the grid columns to include and in what order.
Furthermore, SmartViews™ can be private or public and easily shared using the built-in Import/Export feature.
SmartViews™ have the same functionality as the standard windows.

To add a SmartView™:

Click on the Loan Origination drop-down in the left panel of The Mortgage Office®.
Click the Loans drop-down.
Click the SmartViews drop-down.
Click on Manage SmartViews.
Click New to open the SmartView Assistant.
Enter the following information:

Button:	Description:
Display Name	Enter a name for the SmartView™. (Maximum of 255 characters) TIP: This is the name that is displayed in the tree-view menu, so use a meaningful name such as "Days Late > 90".
Select Owner	Select the owner of the SmartView™ from the list. TIP: Public SmartViews™ are visible to everyone.
Description	Enter a description for the SmartView™.

Click Next.

In the Include or Exclude Records by Categories window, enter the following information:

Field:	Description:
Include Categories	Click the Include Categories hyperlink and select which categories to include.
Exclude Categories	Click the Exclude Categories hyperlink and select which categories to exclude.
Exclude Filtered Records from Query	Select this option if you want to exclude all filtered records from the final query.
Include Filtered Records in Query	Select this option if you want to include all non-filtered and filtered records from the final query.
Include Only Filtered Records in Query	Select this option if you want to only include filtered records from the final query. TIP: To create a SmartView™ that displays only filtered (hidden) records, select the Include Only Filtered Records in Query option and leave all other options empty.

NOTE: Categories are keywords or phrases that help you create logical loan groups. For example: you can create a category named Commercial and assign it to all records secured by a commercial property. You can then easily create a SmartView™ that includes or excludes any loan with the Commercial category.

To learn more read How to use the categories window.

Click Next.
In the Build Filter Expression window, enter the following information:

TIPS:

You can build a filter expression to refine the records that are included in the SmartView™. The filter expression must be a syntactically correct SQL (Structured Query Language) statement.
This expression is generally known as a SQL WHERE clause. For example: typing "PrinBal<>0" will return all records where the principal balance is not zero.

Field:	Description:
Field Name	Select a field name from the list.
Insert Field	Click Insert Field to add the field name to the SQL text box.
Operator	Type an operator into the SQL text box. The available choices are: Equal (=) Not Equal (<>) Greater than (>) Less than (<) Greater than or Equal (>=) Less than or Equal (<=)
Insert Condition	Type a condition that completes the query.
AND, OR, ()	Type logical operators: AND, OR, ( or ) to group two or more conditions.
Test Filter	Click Test Filter to check the syntax of the SQL statement. TIP: If the syntax is correct, the system will display a message to let you know along with the total number of records returned by the query.

Click Next.
In the Initial Sort window, enter the following information:

TIP: You can determine the initial sort order of the SmartView™ by selecting up to four sort fields, each with individual ascending or descending order.

TIP: Once populated, the user can redefine the sort order of the SmartView™ by clicking the grid's column headers.

Field:

Description:

Sort results by

Select a field name from the drop-down and then click Ascending or Descending.

Then by

Select another field name from the drop-down and click Ascending or Descending.

TIP: If needed, repeat this step twice or more to specify additional sorting. For example: you may select Maturity Date in Ascending order plus Prin Bal in Descending order to create a SmartView™ ordered by maturity date, then by the records with the largest principal balance.

Click Next.
The SQL Query dialog will appear, allowing you to enter a SQL query in this window to further filter the selections made in the prior steps.

NOTE: This step is for advanced users proficient with SQL programming and familiar with the structure of The Mortgage Office® database.

Basically, you may enter a complete and syntactically correct SQL statement which returns a recordset populated with a single field named LoanRecID. This field must correspond to the RecID field of the loans table (TDS Loans). The resulting query will be used as an inner join in conjunction with whatever information you entered in the prior steps to return only the matching records.

For example: the query below returns all loans funded by two or more lenders:

select [tds loans].recid as loanrecid from [tds funding] inner join [tds loans] on [tds funding].loanrecid= [tds loans].recid where ([tds funding].fundcontrol<>0) group by [tds loans].recid having (count ([tds funding].lenderrecid))>1.

Click Test to make sure your query is syntactically correct.
Click Next.
In the Save and Activate SmartView window, check Add Custom Fields to Grid to have the custom fields appear in the grid.
Click Finish to save the changes.
Click or the in the corner of the assistant to exit.

TIP: You may use Next and Back buttons as needed to retrace your steps and make corrections.

How to add a SmartView™?

This article discusses how to add a SmartView™ in Loan Origination.

To add a SmartView™: