To add or edit detailed vendor information:
- Click on
Loan Servicing in the left-hand navigation panel of The Mortgage Office®. - Click on All Vendors.
- 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 Vendors 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 vendor or choose the Edit icon
from the menu choices near the top left of the All Vendors screen. - Click
Vendor in the menu on the left. - Click the Details tab.
- Add or Edit the following information:
| Field: | Description: |
|
Vendor Code |
Enter a vendor code. (Maximum of 50 characters) TIP: You can enter any type of code that is meaningful to you.
|
|
Contact Name |
Enter the name of the contact person for this vendor. (Maximum of 64 characters)
TIP: To add, rename, or delete investment counselor names from the list, click on the blue "Counselor" hyperlink, or navigate to Tasks & Reports, click Options & Maintenance, then click List Maintenance: Lender Counselor to open the list maintenance window. Select a name from the list and use the actions to the right.
|
|
Categories |
Click Categories to select one or more categories from the list. TIP: Categories are keywords or small phrases that help you segregate lenders into meaningful groups. When printing statements and reports, you can include or exclude lenders based on their categories. TIP: Vendors can be assigned more than one category. You can add, rename, or delete categories as needed. To learn more about categories read How to use the categories window. |
|
Send Check to Payee
|
Select this option and enter a payee name and address to use when printing checks, otherwise the system will use the vendor's name and mailing address. TIP: To send a vendor’s checks to a bank or other location, select this option and then complete the Payee data. If the check is being sent to a bank, enter the bank account number here also. NOTE: The checks provided by ABS allow you to send the check to the payee while still sending the stub to the vendor. |
- Click
to save or 
to abort changes.