How to delete a client?

CAUTION: When you delete a client, the information is permanently removed from the database. Once a record is deleted it cannot be recovered. The event journal is updated to reflect the deletion, including the username, date, and time.

INFO: The system will prevent you from deleting a client that has a transaction in one or more trust accounts.

To delete a client:

Click the Trust Accounts drop-down in the left panel of The Mortgage Office®.
Select Clients from the drop-down menu.
From the grid, select the client record you want to delete.

TIP: If the record you want to delete is not visible, use the grid's vertical scroll bar to scroll the contents of the grid up or down, or click Find to search for the client by entering your own search criteria. For additional information see How to use find and How to use the data grids.

Click Delete from the options available on the top panel.
Click Yes to confirm.
In the Confirm Delete dialog window, type the word DELETE and click OK to delete or click or the grey in the corner of the assistant to exit.

How to delete a client?

This article discusses how to delete a Trust Account client.

To delete a client: