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How to delete a custom field in a loan file?

This article discusses how to delete a custom field in a loan file.

CAUTION: Please note that any fields you delete are also deleted from all records of that type. For example: if you delete a field called "Agreement Date" from the loan file, that field will be deleted from all loan files.

How to delete a custom field 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 delete. 
  • Click delete Delete from the button menu at the top right of the page.
  • Choose YES button Yes to delete the selected user defined field.
  • In the Confirm Delete dialog window, type the word DELETE.
  • Click OKOK to delete the field or CANCELCancel to abort.

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