--- title: How to add or edit general lender information? description: This article discusses how to add or edit general lender information in lender files. --- [Skip to content](https://help.themortgageoffice.com/knowledge/how-to-add-or-edit#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. [Lenders](https://help.themortgageoffice.com/knowledge/loan-servicing?hsLang=en#lenders) October 9, 2026 # How to add or edit general lender information? ## This article discusses how to add or edit general lender information in lender files. ### **To add or edit a lender general information:** - Click on ![running](https://help.themortgageoffice.com/hs-fs/hubfs/TMO%20APP%20Icons/running.png?width=15&height=15&name=running.png) **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 ![FindSearch icon box](https://help.themortgageoffice.com/hs-fs/hubfs/TMO%20APP%20Icons/FindSearch%20icon%20box.png?width=231&height=27&name=FindSearch%20icon%20box.png) 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](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) - **Double-click** on the lender or choose the **Edit** icon ![edit](https://help.themortgageoffice.com/hs-fs/hubfs/Icons/edit.png?width=15&height=15&name=edit.png) from the menu choices near the top left of the All Lenders screen. - Click ![Terms from drop-down on Borrower page-](https://help.themortgageoffice.com/hs-fs/hubfs/Terms%20from%20drop-down%20on%20Borrower%20page-.png?width=16&height=13&name=Terms%20from%20drop-down%20on%20Borrower%20page-.png) **Lender** in the menu on the left. - Click the **General** tab. - **Add** or **Edit** the following information: | **Field:** | **Description:** | | --- | --- | | **Full 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, MI and Last Name fields. (Maximum of 64 characters) TIP: The Full Name can represent the name of a legal entity, while the First Name, MI and Last Name can be the name of a natural person. | | **Salutation** | Enter a **salutation** field. (Maximum of 50 characters) | | **First Name** | Enter lender's **first** name. (Maximum of 30 characters) | | **MI** | Enter lender's middle **initial**. (Maximum of 1 character) | | **Last Name** | Enter lender's **last** name. (Maximum of 30 characters) | | **Street** | Enter lender's mailing **street address**. (Maximum of 64 characters) | | **City** | Enter lender's **city**. (Maximum of 50 characters) | | **State** | Select lender's **state** from the drop-down list. | | **Zip Code** | Enter lender's **zip code**. (Maximum of 10 characters) TIP: When a zip code is entered, it is matched against a database of U.S. and Canadian postal codes containing in excess of 850,000 records, and if a match is found, the city, state and county are **automatically** updated. TIP: The **Locale** selection found in [Regional User Preferences](https://help.themortgageoffice.com/knowledge/user-preferences-regional?hs_preview=kiogMmqU-123246642212&hsLang=en) on the **Options** page determines whether U.S. or Canadian values are returned. Preferred City Name: There are approximately 43,000 U.S. ZIP Codes as issued by the US Postal Service.  Although there are 43,000 unique ZIP Codes, there are more city and town names than there are ZIP Codes. Actually, it is not unheard of to have 10 different city or town names for a single ZIP Code. However, even though the USPS permits more than one city name for a single ZIP Code, they do have a preference; and that preference is referred to as a Preferred City. The Mortgage Office® always returns the **Preferred City** name. | | **Email** | Enter lender's **email** address. (Maximum of 255 characters) TIP: You may enter multiple email addresses by separating each with a semicolon. When sending documents via email (such as statements), The Mortgage Office® will generate a separate email with the appropriate attachment to each email address in the field. | | **Format** | Select an e-mail delivery format from the drop-down list. Available options are **HTML** or **Plain Text**. | | **Delivery** | Select a delivery option from the drop-down list. Available options are **Print**, **E-mail** or **SMS**. TIP: Notices and Statements that are email-enabled, will use this option to determine each lender's preference. You can override this preference at time of producing the documents. For example, even if many lenders have elected to receive their statements via electronic mail, you may want to print and send the year-end statements via regular U.S. mail. | | **Phone Numbers** | Enter lender's Home, Work, Mobile and Fax **phone numbers**. (Maximum of 20 characters) TIP: The phone number will be automatically formatted if you enter numeric digits only. For example, typing 5624262188 is automatically converted to (562) 426-2188. | | **Account** | Enter a unique **account** number for this lender. (Maximum of 10 alpha-numeric characters including "-" and ".") NOTE: Only users with supervisory rights are allowed to change account numbers. TIP: If you have opted into the auto-numbering scheme for account numbers, this field will be **prefilled**. Read more about account numbering [here](https://help.themortgageoffice.com/knowledge/how-to-set-up-account-numbering?hsLang=en). | | **TIN** | Enter lender's **tax identification** number. (Maximum of 11 characters) | | **TIN Type** | Select from one of the following codes to identify the recipient type used for tax reporting: **U.S.A.:** - EIN. Employer identification number. - SSN. Social security number. WARNING: **ACH Detail Record Type**. The TIN Type field affects the type of ACH detail record created when using ACH Express. If the TIN Type is EIN, a CCD detail record is created. If the TIN Type is SSN, then a PPD detail record is created. [Read the ACH FAQ & Glossary for more information.](https://help.themortgageoffice.com/knowledge/faq-glossary-ach-express?hs_preview=xqDTIOoy-120390051463&hsLang=en) **Canada:** - 1 - for an individual. - 2 - for a joint account (two or more individuals). - 3 - for a corporation. - 4 - for an association, trust (RRSP trustee, fiduciary-trustee, nominee, or estate), club, or partnership. - 5 - for a government, government enterprise, or international organization. | | **Alternate Tax Info** | Click on the Alternate Tax Info hyperlink to open the Tax Payer Information window and enter information used to prepare the IRS Form 1099. TIPS: Select the **![square-check-solid](https://help.themortgageoffice.com/hs-fs/hubfs/Icons/square-check-solid.png?width=15&height=15&name=square-check-solid.png)** **Auto-Synchronize** option to use the information entered in the **General tab** of the Lender file; otherwise, uncheck the selection and type the correct information in the form. **For example:** you have a lender who is using her married name on your loan files but her social security records still show her maiden name. In this case, create a Tax Payer Information record using her **maiden** name. NOTE: You only need to create a Tax Payer Information record if the lender's information is different than what should be reported to the IRS. | | **Notices & Forms** | The options under this section are used to prevent certain notices and forms from printing: Tax Reporting  Select this option to send a Form 1099-INT to the lender. | | **Birthday** | Enter the lender's birth date. | - Click **![APPLY](https://help.themortgageoffice.com/hs-fs/hubfs/Icons/APPLY.png?width=17&height=17&name=APPLY.png) Apply** to save or **![ban-solid](https://help.themortgageoffice.com/hs-fs/hubfs/Icons/ban-solid.png?width=17&height=17&name=ban-solid.png) Cancel** to abort changes. - [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) - 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