--- title: How to add loan charges? description: This part of the documentation explains how to add new charges to a loan. --- [Skip to content](https://help.themortgageoffice.com/knowledge/how-to-add-loan-charges#main-content) [![TMO-LO~1](https://help.themortgageoffice.com/hs-fs/hubfs/TMO-LO~1.png?width=200&height=65&name=TMO-LO~1.png)](https://www.themortgageoffice.com/) - [Platform](https://www.themortgageoffice.com/products/) Show submenu for Platform - [Loan Servicing](https://www.themortgageoffice.com/products/loan-servicing-software/) - [Loan Origination](https://www.themortgageoffice.com/products/loan-origination-software/) - [Fund Management](https://www.themortgageoffice.com/products/fund-management-software/) - [Knowledge Hub](https://www.themortgageoffice.com/knowledge-hub/) Show submenu for Knowledge Hub - [Blog](https://www.themortgageoffice.com/blog/) - [Resources](https://www.themortgageoffice.com/resources/) - [Webinars](https://www.themortgageoffice.com/resources/?_resource_types=on-demand-webinars) - [Seminars](https://www.themortgageoffice.com/seminars/) - [FAQs](https://www.themortgageoffice.com/frequently-asked-questions/) - [Release Notes](https://help.themortgageoffice.com/knowledge/release-notes) Open main navigation Close main navigation - [Platform](https://www.themortgageoffice.com/products/) Show submenu for Platform - [Loan Servicing](https://www.themortgageoffice.com/products/loan-servicing-software/) - [Loan Origination](https://www.themortgageoffice.com/products/loan-origination-software/) - [Fund Management](https://www.themortgageoffice.com/products/fund-management-software/) - [Knowledge Hub](https://www.themortgageoffice.com/knowledge-hub/) Show submenu for Knowledge Hub - [Blog](https://www.themortgageoffice.com/blog/) - [Resources](https://www.themortgageoffice.com/resources/) - [Webinars](https://www.themortgageoffice.com/resources/?_resource_types=on-demand-webinars) - [Seminars](https://www.themortgageoffice.com/seminars/) - [FAQs](https://www.themortgageoffice.com/frequently-asked-questions/) - [Release Notes](https://help.themortgageoffice.com/knowledge/release-notes) - [Contact Support](https://help.themortgageoffice.com/knowledge/kb-tickets/new) [Contact Support](https://help.themortgageoffice.com/knowledge/kb-tickets/new?hsLang=en) How can we help you? - There are no suggestions because the search field is empty. 1. [Knowledge Base](https://help.themortgageoffice.com/knowledge?hsLang=en) 2. [Loan Servicing](https://help.themortgageoffice.com/knowledge/loan-servicing?hsLang=en) 3. [Loan Charges](https://help.themortgageoffice.com/knowledge/loan-servicing?hsLang=en#loan-charges) October 9, 2026 # How to add loan charges? ## This part of the documentation explains how to add new charges to a loan. There are a few ways to add a new charge to a loan: from the [All Loans Grid](https://help.themortgageoffice.com/knowledge/how-to-add-loan-charges#All-Loans-Grid), from the [loan file window](https://help.themortgageoffice.com/knowledge/how-to-add-loan-charges#loan-file-window), and from [Tasks & Reports](https://help.themortgageoffice.com/knowledge/how-to-add-loan-charges#tasks-and-reports). See how to complete each option below:  ### All Loans Grid: - Click on the ![running](https://help.themortgageoffice.com/hs-fs/hubfs/TMO%20APP%20Icons/running.png?width=15&height=15&name=running.png) **Loan Servicing** drop-down in the left panel of The Mortgage Office®. - From the ![running](https://help.themortgageoffice.com/hs-fs/hubfs/TMO%20APP%20Icons/running.png?width=15&height=15&name=running.png) Loan Servicing drop-down, click the **Loans** drop-down. - Click **All Loans** from the Loans drop-down. - From All Loans the grid, select the loan record 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 ![FindSearch icon box](https://help.themortgageoffice.com/hs-fs/hubfs/TMO%20APP%20Icons/FindSearch%20icon%20box.png?width=214&height=25&name=FindSearch%20icon%20box.png) **Find** to search for the record by entering your own search criteria. For additional information see [How to Use Find](https://help.themortgageoffice.com/knowledge/how-to-use-find?hsLang=en) and [How to Use the Data Grids](https://help.themortgageoffice.com/knowledge/how-to-use-the-data-grids?hsLang=en). - Click the ![action-png-2](https://help.themortgageoffice.com/hs-fs/hubfs/action-png-2.png?width=15&height=15&name=action-png-2.png)**Actions** drop-down then click ![bill](https://help.themortgageoffice.com/hs-fs/hubfs/TMO%20APP%20Icons/bill.png?width=15&height=15&name=bill.png) Add **Charges** and fill in the following information**:** - The selected loan's **Account** number will be prefilled and is a read-only field. The primary borrower's **name** will also be prefilled in the box below the Account field. - **Date of Charge.** Enter the date of the charge. NOTE: For Line of Credit loans, this date **cannot** be for a prior billing cycle. The charge must be dated on or after the starting date of the current billing cycle. - - **Reference.** You may enter up to 10 alpha-numeric characters in this field for identification. - Enter the **Original Amount** of the charge. TIP:  The Original Amount is primarily a reference field and may **differ** from the current balance due of the charge. - - **Charge Type.** Select the type of charge. TIP: To edit, add, or delete charge types, click the blue **hyperlink** that says Charge Type and the use the **New**, **Delete**, or **Rename** buttons to complete the action.  - - Enter the **Interest Rate**. Enter zero if you do not want to accrue interest for this charge. - Enter the **Interest From** date. The charge will start accruing interest as of this date. NOTE: The Interest Rate and Interest From fields **do not apply** to billable loans (Line of Credit, Commercial, or Construction loans).  - - Enter a **Description.** You may enter up to 255 characters. - **Notes.** You may enter up to 255 characters. The notes entered are not disclosed to the borrower. - ![square-check-solid](https://help.themortgageoffice.com/hs-fs/hubfs/Icons/square-check-solid.png?width=11&height=11&name=square-check-solid.png) **Deferred.** Check this option if payment for this charge is to be deferred. NOTE:  **Unpaid deferred** charges are never listed as past due in billing statements and are only due at payoff. - - **![square-check-solid](https://help.themortgageoffice.com/hs-fs/hubfs/Icons/square-check-solid.png?width=11&height=11&name=square-check-solid.png) Assess Finance Charges.** Check this option if you want finance charges to be assessed for this charge during billing. NOTE: This option is only available for **Lines of Credit, Commercial, and Construction loans**. If left unchecked the charge will be itemized in the billing statement but it will not accrue any finance charges. - - **Advanced By.** Enter the account number of the broker, lender or vendor advancing the funds for this charge. Once a valid account is entered, you'll be able to enter the amount due. - **On Behalf of.** If the funds were advanced on behalf of another lender, then enter his account number here. Once a valid account is entered, you'll be able to enter the amount due. NOTE:  The amount owed by the borrower is the **sum** of the Advanced By and On Behalf of amounts. See more considerations for using the Advanced By and On Behalf of amounts [here](https://help.themortgageoffice.com/knowledge/how-to-use-the-advanced-by-and-on-behalf-of-fields?hsLang=en).  - - **Distribute Between All Lenders.** Click to distribute the amount of the charge equally between all funding lenders according to their percentage ownership. TIP: This feature only becomes available when the On Behalf of field is left **blank**. The amount entered in the Advanced By field is divided base on each lender's ownership and a separate charge created for each lender. - Click ![OK](https://help.themortgageoffice.com/hs-fs/hubfs/TMO%20APP%20Icons/OK.png?width=52&height=21&name=OK.png) **OK** to enter the charge; otherwise click **Cancel** to abort. ### Loan file window: - Click on the ![running](https://help.themortgageoffice.com/hs-fs/hubfs/TMO%20APP%20Icons/running.png?width=15&height=15&name=running.png) **Loan Servicing** drop-down in the left panel of The Mortgage Office®. - From the ![running](https://help.themortgageoffice.com/hs-fs/hubfs/TMO%20APP%20Icons/running.png?width=15&height=15&name=running.png) Loan Servicing drop-down, click the **Loans** drop-down. - Click **All Loans** from the Loans drop-down. - From All Loans the grid, **double-click** the loan record you want to modify.  - You can also **select** the record and click ![edit](https://help.themortgageoffice.com/hs-fs/hubfs/Icons/edit.png?width=15&height=15&name=edit.png) **Edit.** 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 ![FindSearch icon box](https://help.themortgageoffice.com/hs-fs/hubfs/TMO%20APP%20Icons/FindSearch%20icon%20box.png?width=214&height=25&name=FindSearch%20icon%20box.png) **Find** to search for the record by entering your own search criteria. For additional information see [How to Use Find](https://help.themortgageoffice.com/knowledge/how-to-use-find?hsLang=en) and [How to Use the Data Grids](https://help.themortgageoffice.com/knowledge/how-to-use-the-data-grids?hsLang=en). - With the loan file window open, click ![bill](https://help.themortgageoffice.com/hs-fs/hubfs/TMO%20APP%20Icons/bill.png?width=15&height=15&name=bill.png) **Charges** on the navigation panel on the left. - Click ![Add new PLUS sign w border\_r-PNG](https://help.themortgageoffice.com/hs-fs/hubfs/Add%20new%20PLUS%20sign%20w%20border_r-PNG.png?width=34&height=19&name=Add%20new%20PLUS%20sign%20w%20border_r-PNG.png) **New** and fill in the following information**:** - - The selected loan's **Account** number will be prefilled and is a read-only field. The primary borrower's **name** will be prefilled in the box below the Account field. - - **Date of Charge.** Enter the date of the charge. NOTE: For Line of Credit loans, this date **cannot** be for a prior billing cycle. The charge must be dated on or after the starting date of the current billing cycle. - - **Reference.** You may enter up to 10 alpha-numeric characters in this field for identification. - Enter the **Original Amount** of the charge. TIP:  The Original Amount is primarily a reference field and may **differ** from the current balance due of the charge. - - **Charge Type.** Select the type of charge. TIP: To edit, add, or delete charge types, click the blue **hyperlink** that says Charge Type and the use the **New**, **Delete**, or **Rename** buttons to complete the action.  - - Enter the **Interest Rate**. Enter zero if you do not want to accrue interest for this charge. - Enter the **Interest From** date. The charge will start accruing interest as of this date. NOTE: The Interest Rate and Interest From fields **do not apply** to billable loans (Line of Credit, Commercial, or Construction loans).  - - Enter a **Description.** You may enter up to 255 characters. - **Notes.** You may enter up to 255 characters. The notes entered are not disclosed to the borrower. - ![square-check-solid](https://help.themortgageoffice.com/hs-fs/hubfs/Icons/square-check-solid.png?width=11&height=11&name=square-check-solid.png) **Deferred.** Check this option if payment for this charge is to be deferred. NOTE:  Unpaid deferred charges are never listed as past due in billing statements and are only due at payoff. - - **![square-check-solid](https://help.themortgageoffice.com/hs-fs/hubfs/Icons/square-check-solid.png?width=11&height=11&name=square-check-solid.png) Assess Finance Charges.** Check this option if you want finance charges to be assessed for this charge during billing. NOTE: This option is only available for **Lines of Credit, Commercial, and Construction loans**. If left unchecked the charge will be itemized in the billing statement but it will not accrue any finance charges. - - **Advanced By.** Enter the account number of the broker, lender or vendor advancing the funds for this charge. Once a valid account is entered, you'll be able to enter the amount due. - **On Behalf of.** If the funds were advanced on behalf of another lender, then enter his account number here. Once a valid account is entered, you'll be able to enter the amount due. NOTE:  The amount owed by the borrower is the **sum** of the Advanced By and On Behalf of amounts. See more considerations for using the Advanced By and On Behalf of amounts [here](https://help.themortgageoffice.com/knowledge/how-to-use-the-advanced-by-and-on-behalf-of-fields?hsLang=en).  - - **Distribute Between All Lenders.** Click to distribute the amount of the charge equally between all funding lenders according to their percentage ownership. See more information [here](https://help.themortgageoffice.com/knowledge/how-to-use-the-advanced-by-and-on-behalf-of-fields?hsLang=en). TIP: This feature only becomes available when the On Behalf of field is left **blank**. The amount entered in the Advanced By field is divided base on each lender's ownership and a separate charge created for each lender. - Click ![OK](https://help.themortgageoffice.com/hs-fs/hubfs/TMO%20APP%20Icons/OK.png?width=52&height=21&name=OK.png) **OK** to enter the charge; otherwise click **Cancel** to abort. ### Tasks & Reports: - Click on the ![running](https://help.themortgageoffice.com/hs-fs/hubfs/TMO%20APP%20Icons/running.png?width=15&height=15&name=running.png) **Loan Servicing** drop-down in the left panel of The Mortgage Office®. - From the ![running](https://help.themortgageoffice.com/hs-fs/hubfs/TMO%20APP%20Icons/running.png?width=15&height=15&name=running.png) Loan Servicing drop-down, click **Tasks & Reports**. - In the Loan Transactions section, click ![bill](https://help.themortgageoffice.com/hs-fs/hubfs/TMO%20APP%20Icons/bill.png?width=15&height=15&name=bill.png) **Add** **Charges.** - Click ![image-png-Jun-28-2023-05-14-30-9838-PM](https://help.themortgageoffice.com/hs-fs/hubfs/image-png-Jun-28-2023-05-14-30-9838-PM.png?width=15&height=16&name=image-png-Jun-28-2023-05-14-30-9838-PM.png) to open a lookup window that allows you to select a record from a list of existing records. For more details see [How to Use Lookup Windows.](https://help.themortgageoffice.com/knowledge/how-to-use-lookup-windows?hsLang=en) 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 ![FindSearch icon box](https://help.themortgageoffice.com/hs-fs/hubfs/TMO%20APP%20Icons/FindSearch%20icon%20box.png?width=214&height=25&name=FindSearch%20icon%20box.png) **Find** to search for the record by entering your own search criteria. For additional information see [How to Use Find](https://help.themortgageoffice.com/knowledge/how-to-use-find?hsLang=en) and [How to Use the Data Grids](https://help.themortgageoffice.com/knowledge/how-to-use-the-data-grids?hsLang=en). - Once the account is selected, fill in the following information**:** - The primary borrower's **name** will be prefilled in the box below the Account field. - **Date of Charge.** Enter the date of the charge. NOTE: For Line of Credit loans, this date **cannot** be for a prior billing cycle. The charge must be dated on or after the starting date of the current billing cycle. - - **Reference.** You may enter up to 10 alpha-numeric characters in this field for identification. - Enter the **Original Amount** of the charge. TIP:  The Original Amount is primarily a reference field and may **differ** from the current balance due of the charge. - - **Charge Type.** Select the type of charge. TIP: To edit, add, or delete charge types, click the blue **hyperlink** that says Charge Type and the use the **New**, **Delete**, or **Rename** buttons to complete the action.  - - Enter the **Interest Rate**. Enter zero if you do not want to accrue interest for this charge. - Enter the **Interest From** date. The charge will start accruing interest as of this date. NOTE: The Interest Rate and Interest From fields **do not apply** to billable loans (Line of Credit, Commercial, or Construction loans).  - - Enter a **Description.** You may enter up to 255 characters. - **Notes.** You may enter up to 255 characters. The notes entered are not disclosed to the borrower. - ![square-check-solid](https://help.themortgageoffice.com/hs-fs/hubfs/Icons/square-check-solid.png?width=11&height=11&name=square-check-solid.png) **Deferred.** Check this option if payment for this charge is to be deferred. NOTE:  Unpaid deferred charges are never listed as past due in billing statements and are only due at payoff. - - **![square-check-solid](https://help.themortgageoffice.com/hs-fs/hubfs/Icons/square-check-solid.png?width=11&height=11&name=square-check-solid.png) Assess Finance Charges.** Check this option if you want finance charges to be assessed for this charge during billing. NOTE: This option is only available for **Lines of Credit, Commercial, and Construction loans**. If left unchecked the charge will be itemized in the billing statement but it will not accrue any finance charges. - - **Advanced By.** Enter the account number of the broker, lender or vendor advancing the funds for this charge. Once a valid account is entered, you'll be able to enter the amount due. - - **On Behalf of.** If the funds were advanced on behalf of another lender, then enter his account number here. Once a valid account is entered, you'll be able to enter the amount due. NOTE:  The amount owed by the borrower is the **sum** of the Advanced By and On Behalf of amounts. See more considerations for using the Advanced By and On Behalf of amounts [here](https://help.themortgageoffice.com/knowledge/how-to-use-the-advanced-by-and-on-behalf-of-fields?hsLang=en).  - - **Distribute Between All Lenders.** Click to distribute the amount of the charge equally between all funding lenders according to their percentage ownership. See more information [here](https://help.themortgageoffice.com/knowledge/how-to-use-the-advanced-by-and-on-behalf-of-fields?hsLang=en). TIP: This feature only becomes available when the On Behalf of field is left **blank**. The amount entered in the Advanced By field is divided base on each lender's ownership and a separate charge created for each lender. - Click ![OK](https://help.themortgageoffice.com/hs-fs/hubfs/TMO%20APP%20Icons/OK.png?width=52&height=21&name=OK.png) **OK** to enter the charge; otherwise click **Cancel** to abort.       - [Getting Started](https://help.themortgageoffice.com/knowledge/getting-started?hsLang=en#main-content) - [General](https://help.themortgageoffice.com/knowledge/getting-started?hsLang=en#general) - [Basic Information](https://help.themortgageoffice.com/knowledge/getting-started?hsLang=en#basic-information) - [New Company Setup](https://help.themortgageoffice.com/knowledge/getting-started?hsLang=en#new-company-setup) - [User & Group Security](https://help.themortgageoffice.com/knowledge/user-group-security?hsLang=en#main-content) - [General](https://help.themortgageoffice.com/knowledge/user-group-security?hsLang=en#general) - [Users](https://help.themortgageoffice.com/knowledge/user-group-security?hsLang=en#users) - 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