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How to add or edit borrower notes?

This article discusses how to add or edit borrower notes in Loan Servicing.

How to add or edit notes:

  • Click on the image-png-Jul-14-2023-12-46-04-6535-AM 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 FindSearch icon box 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 edit from the options available on top panel or double-click the loan.
  • If necessary, click users Borrower on the vertical menu on the left.
  • Click the notes Notes tab on the far right of the tabs at the top of the loan window.
  • Add, Edit, Delete, or Format text or insert different media options using the options at the top of the window.
  • Click APPLY to save or ban-solid to abort changes.

TIP: If you have a co-borrower, you are able to add, Edit, Delete, or Format notes for a co-borrower as well. This is done by clicking users Borrower on the vertical menu on the left, clicking the Co-Borrowers tab, double clicking the co-borrower or clicking edit from the options available on top panel, and clicking into the Notes tab.  

 

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