How to add the Microsoft Word add-in for letter and notice customization?

To download the add-in:

In your computer's search bar, type "Internet Options". Click on Internet Options to open the options.
In the Internet Options, click on the Security tab.
In the Security tab, click on Trusted sites.
Click the Sites button.
In the "Add this website to the zone:" box, paste the following URL: https://app.themortgageoffice.com for US/Canadian clients & https://aus.themortgageoffice.com for Australian clients.
Click Add, then Close.
Open Microsoft Edge and type the URL: https://app.themortgageoffice.com.
On the login page, login to The Mortgage Office® using your credentials.

TIP: You must open and login to The Mortgage Office® using Microsoft Edge.

Once you are logged into The Mortgage Office®, click on your profile icon (the white letter in the dark blue circle) in the top right corner of the page and click on Download Word Add-In.
That file will download into your “Downloads” folder on your computer.
Open the Downloads folder then double click to open and run the downloaded file- it should be named: TmoWEBMSO.vsto
Once the add-in is downloaded and installed, relaunch Word to see the add-in added as a tab in the Word Ribbon.

NOTE: Click here to see how to use the add-in for customization in Loan Origination.

NOTE: Click here to see how to use the Add-In to customize a letter, and here to see how to use the add-in to customize a notice in Loan Servicing.

How to add the Microsoft Word add-in for letter and notice customization?

This part of the documentation discusses how to add the Microsoft Word add-in to use for letter and notice customization in The Mortgage Office®.

To download the add-in: