How to add a new attachment in a loan file?

To add a new attachment:

Click on the Loan Servicing 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 from the options available on the top panel or double-click on the item.
Select Attachments from the list located on the left of the window.
Click from the options available on top panel.
Drag and drop files into the New Attachment Assistant or click the Browse button to upload files from your computer.
Enter the following information:
- Tab. Select an attachment tab from the drop-down list.

TIP: Click on the Tab hyperlink to edit the tabs.

- Attachment Description. Enter up to 255-characters as a description for the attachment.

Click OK to upload the file or Cancel to abort.

How to add a new attachment in a loan file?

This article discusses how to add a new attachment in a loan file.

To add a new attachment: