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How to change the custom field display order in a lender file?

This article discusses how to change the custom field display order in a lender file.

To change the custom field display order in a lender file:

  • Click on loan origination folders icon Loan Origination in the navigation panel of The Mortgage Office®.
  • Scroll down to Lenders and click on it. This will bring up a grid of all lenders.
  • From the grid, select the lender you want to modify.

TIP: If the record you want to edit is not visible, go to the bottom-right-hand side of the 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.

  • Click PENCIL (NEW) no outline Edit at the top of the screen or double-click on the selected file.
  • Choose custom field LO Custom Fields from the menu on the left.
  • In the Custom Fields page, in the All tab, click on the field you wish to move.
  • In the list of options in the panel at the top of the page, click the UP arrow with button border Up and DOWN arrow with button border Down arrows. 
  • Your changes will appear on the Custom Fields page immediately. 

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