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How to create a new message in the inbox grid?

This article discusses how to create a new message to send to online portals.

You can send messages to your borrowers, lenders and partners through the Online Portals in The Mortgage Office®. 

To create a new message:

  • Select export Online Portals in the left panel of The Mortgage Office®.
  • In the drop-down, click Messages.
  • In the Messages grid, make sure the drop-down in the upper right of the page shows Inbox.
  • From the buttons at the top of the Inbox page, click Add new PLUS sign w border_r-PNG New to open the New Message dialog.
  • Below is a table of fields and descriptions available for use:
Field: Description:
TO... email recipient gray button

Click To... and select a recipient from the list, then click OK OK. 

TIP: See How to use lookup windows?

Subject In the Subject box, type the subject of the message.
Message In the large box, type the Message.
Priority

From the Priority box, select the importance of the message from the drop-down. The options are:

  • High
  • Normal
  • Low
Print button

Click to Print, Preview, or Email the message.

TIP: Click here to learn more about print preview windows. 

SEND blue button Click to Send the message.
CANCEL Click Cancel to abort.

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