How to add a new attachment in a lender file?

To add a new attachment:

Click on Loan Servicing in the left-hand navigation panel of The Mortgage Office®.
Click on All Lenders.
From the grid, select the record you want to modify.

TIP: If the record you want to edit is not visible, go to the bottom-right-hand side of the All Lenders screen and use the page-scroll bar to find the record, or click the Find box at the top-right-hand side of the screen 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.

Double-click on the lender or choose the Edit icon from the menu choices near the top left of the All Lenders screen.
Click on Attachments from the list located on the left of the window.
Click New from the options available on the 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 import the file or Cancel to abort.

How to add a new attachment in a lender file?

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

To add a new attachment: