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How to add or edit a note in a lender file?

This article discusses how to add or edit a note in a lender file.

To add or edit a note: 

  • Click on running 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 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 edit from the menu choices near the top left of the All Lenders screen.
    • You can also click the notes Notes icon in the top panel to open a new lender note without the lender file. 
  • Click notes Notes in the navigation panel on the left side of the lender file. 
  • 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.

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