How to add, edit, or delete a custom field tab in a loan file?

How to add, edit, or delete a custom field tab in a loan file:

Click on the 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 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 Edit at the top of the screen or double-click on the selected file.
Choose Custom Fields from the menu on the left.
Click the Edit Tabs button from the list of options in the panel at the top of the page.
Below is a list of available functions in the Edit Tabs assistant:

Button:	Description:
	Click to add a new tab, enter the tab's name and click OK when done.
	Select a tab from the list, click Delete, and then OK to delete the tab.
	Select a tab from the list, click Rename, type the new name and click Yes to save the changes.
	Click to move the selected tab up.
	Click to move the selected tab down.
	Click to close the Edit Tabs page.

Your changes will now appear on the Custom Fields page.

How to add, edit, or delete a custom field tab in a loan file?

This article discusses how to add, edit, or delete a custom field tab in a loan file.

How to add, edit, or delete a custom field tab in a loan file: