How to add a lender?

Click on Loan Servicing in the left-hand navigation panel of The Mortgage Office®.
Click on All Lenders.
Click the New icon in the top panel.
Enter the following information:

Field:	Description:
Account	Enter the account number for this lender. TIP: If you have opted into the auto-numbering scheme for account numbers, this field will be prefilled and read-only. Read more about account numbering here.
Name	Enter the lender's full name. The first time the Full Name is entered, it is parsed and used, if possible, to auto-populate the First Name, Middle and Last Name fields. (Maximum of 64 characters)
Salutation	Enter a salutation field. (Maximum of 50 characters)
First Name	Enter lender's first name. (Maximum of 30 characters)
Middle	Enter lender's middle initial. (Maximum of 1 character)
Last Name	Enter lender's last name. (Maximum of 30 characters)

TIP: To learn more about the general information contained within the lender file, read the How to add or edit general lender information? article.

This article discusses how to add a lender.