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How to e-mail an attachment in a loan file?

This article discusses how to e-mail attachments from a loan file.

To e-mail an attachment:

    • 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 the top panel or double-click on the item.
    • Select attachments no box Attachments from the list located on the left of the window.
    • In the Attachments grid, select the record you want to e-mail.
    • Click email Email and click the "To...", "Cc...", and/or the "Bcc..." buttons to select Email-recipients from your The Mortgage Office® Address Book.
      • You can also manually type emails in the To...", "Cc...", and/or the "Bcc" fields.
        • To manually type multiple emails, separate the emails by a semicolon with no spacing. For example: support@absnetwork.com; sales@absnetwork.com 
    • Edit the Subject line and Priority if needed. 
    • Check the blank check box Add to conversation log box to add the email record to the record's conversation log.
    • Click SEND blue button Send to send the email or CANCEL Cancel to abort the email. 

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