To create a document group in Loan Origination:
- Click on
Loan Origination from the menu on the left panel of The Mortgage Office®. - Click the System Administration drop-down.
- Click the Document Maintenance drop-down.
- Click All or click the loan product you want the document added to. The options are:
- CA Hard Money
- CA Note Sale
- US Private Lending
- Canadian Residential
- Click the
Actions icon. - Click New Document Group.
- Fill out the following information:
|
Field: |
Description: |
|
Product Name |
Select the loan product this document belongs to from the drop-down list. TIP: No documents will be available for grouping until you select a product name.
|
|
Description |
Enter a description for the document group. (Maximum of 255 characters) TIP: The document's description is used throughout the system for identification and when selecting this document for printing. |
|
Notes |
Enter any document notes you need to explain the use or purpose of this group. |
- From the list of Documents Available, select the documents you want grouped, and press the arrows to move the document back and forth between the Documents Available and the Documents in Group.
TIP: Press the double arrows to move the entire list of Documents back & forth between the Documents Available and the Documents in Group.
- Click
Save to save the changes or Cancel to abort the changes.
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