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

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

Changing the custom field display order in a loan file:

  • Click on the loan origination folders icon Loan Origination 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 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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