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How to edit a document in Loan Origination?

This part of the documentation discusses how to use the Microsoft Word add-in to customize a document in Loan Origination.

NOTE: This article assumes that you already have downloaded the Microsoft Word add-in. Click here for instructions on how to do that. 

To customize a document in Loan Origination:

  • Click on loan origination folders icon 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 the document belongs to from the drop-down list. The options are: 
    • CA Hard Money
    • CA Note Sale
    • US Private Lending
    • Canadian Residential
  • In the Document Maintenance grid, select the document you want to edit by clicking on it.
  • Click edit Edit:

  • Change the information in the Document Details assistant, using information in the table below:

Field:

Description:

Active square-check-solid

Check this option to display the document or uncheck to hide it.

Product Name

Select the loan product this document belongs to from the drop-down list.

TIP: This field is only enabled if you selected All Products from the Toolbar; otherwise, the product is selected and the field disabled.

Technology

At this time Mail Merge is the only option for technology to use to generate the document.

Template Name

Enter the name of the document here. 

Description

Enter a description for the document. (Maximum of 255 characters)

TIP: The document's description is used throughout the system for identification and when selecting this document for printing.

Show Dialog

Select the dialog window that displays before printing this document. The options are:

  • None - No dialog window is displayed.
  • Borrowers - Displays a list of all borrowers in the loan and allows you to select one or more to print.
  • Lenders - Displays a list of all lenders in the loan and allows you to select one or more to print.
  • Properties - Displays a list of all properties in the loan and allows you to select one or more to print.
  • Encumbrances - Displays a list of all encumbrances in the loan and allows you to select one or more to print.
  • URLAs- Displays a list of all applicants in the loan and allows you to select one or more to print.

TIP: The dialog window is used when the document applies to a collection, and you may want to print the document for one or more members of the collection. For example, a borrower type document where you may want to print it for a single borrower, selected borrowers, or all borrowers in the loan.

Copies

Enter the default number of copies.

TIP: For example, you are required to provide 2 copies of TILA's Notice of Right to Cancel to each borrower in the loan. Therefore, enter 2 for this document to print the required number of copies by default.

Notes

Enter any document notes you need to explain the use or purpose of this document.
  • Once you've changed the information in the Document Details assistant, click download-solid small-png Download.

  • Open the document that was downloaded to your computer.

TIP: You may have to open your file explorer and the Downloads folder to access the downloaded document. 

  • Watch the video below for a walk through of the steps above:

Use the Microsoft Word add-in to add or change fields:

  • Use the Fields Dictionary in The Mortgage Office® to find the field you want to add into the document or click the wrench wrench within a loan form to show the field IDs for each field within the form:
      • Fields Dictionary: 

    TIP: The Fields Dictionary is found under the System Administration drop-down, which is under the Loan Origination drop-down. 

      • Loan form:

     

    • Copy the Field ID from the Fields Dictionary or the loan form and paste it the Field ID box in the Word add-in, in the ribbon at the top of the Word document:

      TIP: You are able to add custom fields to the document. To do this, enter "UDF_custom_field" using underscores for any spaces, into the Field ID box.

      For example: if the custom field is "Bank Name", you would type the field: "UDF_Bank_Name" into the Field ID box then press Insert Field. 

      • Format the Field ID, though this is optional.

        • Click Insert Field to insert the Field ID:

        NOTE: The process above can be used to add new Field IDs to a document like described above, or to replace Field IDs within a document; just select the current Field ID and insert the new Field ID over the current one using the process above. 

        • Once you're done customizing the document to your liking, save the document to your computer:

        • In The Mortgage Office® Document Details assistant, under the Upload Here section, click Browse:

        • Browse your computer & find the document that you customized and saved to your computer.
        • Select the document and click Open or double click the document to attach it to the Document Details assistant for uploading:

        • Click save button Save to save the customized document to The Mortgage Office® or Cancel to abort the changes. 
        • Watch the video below for a walk through of the steps above:

         

         

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