--- title: How to delete a lender history record? description: This article discusses how to delete a lender history record. --- [Skip to content](https://help.themortgageoffice.com/knowledge/how-to-delete-a-lender-history#main-content) [![TMO-LO~1](https://help.themortgageoffice.com/hs-fs/hubfs/TMO-LO~1.png?width=200&height=65&name=TMO-LO~1.png)](https://www.themortgageoffice.com/) - [Platform](https://www.themortgageoffice.com/products/) Show submenu for Platform - [Loan Servicing](https://www.themortgageoffice.com/products/loan-servicing-software/) - [Loan Origination](https://www.themortgageoffice.com/products/loan-origination-software/) - [Fund Management](https://www.themortgageoffice.com/products/fund-management-software/) - [Knowledge Hub](https://www.themortgageoffice.com/knowledge-hub/) Show submenu for Knowledge Hub - [Blog](https://www.themortgageoffice.com/blog/) - [Resources](https://www.themortgageoffice.com/resources/) - [Webinars](https://www.themortgageoffice.com/resources/?_resource_types=on-demand-webinars) - [Seminars](https://www.themortgageoffice.com/seminars/) - [FAQs](https://www.themortgageoffice.com/frequently-asked-questions/) - [Release Notes](https://help.themortgageoffice.com/knowledge/release-notes) Open main navigation Close main navigation - [Platform](https://www.themortgageoffice.com/products/) Show submenu for Platform - [Loan Servicing](https://www.themortgageoffice.com/products/loan-servicing-software/) - [Loan Origination](https://www.themortgageoffice.com/products/loan-origination-software/) - [Fund Management](https://www.themortgageoffice.com/products/fund-management-software/) - [Knowledge Hub](https://www.themortgageoffice.com/knowledge-hub/) Show submenu for Knowledge Hub - [Blog](https://www.themortgageoffice.com/blog/) - [Resources](https://www.themortgageoffice.com/resources/) - [Webinars](https://www.themortgageoffice.com/resources/?_resource_types=on-demand-webinars) - [Seminars](https://www.themortgageoffice.com/seminars/) - [FAQs](https://www.themortgageoffice.com/frequently-asked-questions/) - [Release Notes](https://help.themortgageoffice.com/knowledge/release-notes) - [Contact Support](https://help.themortgageoffice.com/knowledge/kb-tickets/new) [Contact Support](https://help.themortgageoffice.com/knowledge/kb-tickets/new?hsLang=en) How can we help you? - There are no suggestions because the search field is empty. 1. [Knowledge Base](https://help.themortgageoffice.com/knowledge?hsLang=en) 2. [Loan Servicing](https://help.themortgageoffice.com/knowledge/loan-servicing?hsLang=en) 3. [Lenders](https://help.themortgageoffice.com/knowledge/loan-servicing?hsLang=en#lenders) October 9, 2026 # How to delete a lender history record? ## This article discusses how to delete a lender history record. TIP: For lender-side transactions, you should consider **reversing** instead of **deleting**. Reversing leaves an easy-to-follow audit trail, and reversed transactions can themselves be reversed. TIP: Lender-side transactions are transactions that **didn't** originate from a borrower payment. For example, "Other Cash Received from Lender". CAUTION: Deleting a record permanently removes it from the database—you **cannot retrieve** the information. Deleting historical transactions may **jeopardize** the **integrity** of your data. For example, a lender’s history record is created when a borrower payment is entered. That payment may have created entries for several lenders and vendors. Deleting one lender’s check destroys the balance between the money received and the money paid out. Additionally, **all** related transactions will also be deleted or reversed: - Any charges paid from this transaction are restored. - All related trust account transactions are deleted. - All transactions resulting from the same check are deleted. ### **To delete lender history information:** - Click on the ![image-png-Jul-14-2023-12-46-04-6535-AM](https://help.themortgageoffice.com/hs-fs/hubfs/image-png-Jul-14-2023-12-46-04-6535-AM.png?width=15&height=15&name=image-png-Jul-14-2023-12-46-04-6535-AM.png) **Loan Servicing** drop-down menu in the left panel of The Mortgage Office®. - Click **All Lenders** from the list that drops down. - From the **All Lenders**grid, select the lender 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](https://help.themortgageoffice.com/hs-fs/hubfs/TMO%20APP%20Icons/FindSearch%20icon%20box.png?width=222&height=26&name=FindSearch%20icon%20box.png) **Find** to search for the record by entering your own search criteria. For additional information see [How to Use Find](https://help.themortgageoffice.com/knowledge/how-to-use-find?hs_preview=HVOdZgqP-118552067706&hsLang=en) and [How to Use the Data Grids](https://help.themortgageoffice.com/knowledge/how-to-use-the-data-grids?hs_preview=iGfLglJv-112766338347&hsLang=en). - Click ![edit](https://help.themortgageoffice.com/hs-fs/hubfs/TMO%20APP%20Icons/edit.png?width=15&height=15&name=edit.png) from the options available on top panel or **double-click** on the record to open it for editing. - You can also click the **![history](https://help.themortgageoffice.com/hs-fs/hubfs/Icons/history.png?width=15&height=15&name=history.png) History** icon in the top panel to open the lender history **without** the lender file. - Click ![history](https://help.themortgageoffice.com/hs-fs/hubfs/TMO%20APP%20Icons/history.png?width=15&height=15&name=history.png) **History** from the vertical menu on the left. - From the grid, select the record you want to delete. - Click ![delete](https://help.themortgageoffice.com/hs-fs/hubfs/TMO%20APP%20Icons/delete.png?width=15&height=15&name=delete.png) **Delete**. - Click ![YES button](https://help.themortgageoffice.com/hs-fs/hubfs/YES%20button.png?width=55&height=19&name=YES%20button.png) **Yes** to confirm. - In the Confirm Delete dialog window, type the word "**DELETE "** and click ![OK](https://help.themortgageoffice.com/hs-fs/hubfs/TMO%20APP%20Icons/OK.png?width=52&height=21&name=OK.png) **OK.** - Or click ![CANCEL](https://help.themortgageoffice.com/hs-fs/hubfs/TMO%20APP%20Icons/CANCEL.png?width=66&height=26&name=CANCEL.png) **Cancel** to cancel and abort the changes       - [Getting Started](https://help.themortgageoffice.com/knowledge/getting-started?hsLang=en#main-content) - [General](https://help.themortgageoffice.com/knowledge/getting-started?hsLang=en#general) - [Basic Information](https://help.themortgageoffice.com/knowledge/getting-started?hsLang=en#basic-information) - [New Company Setup](https://help.themortgageoffice.com/knowledge/getting-started?hsLang=en#new-company-setup) - [User & Group Security](https://help.themortgageoffice.com/knowledge/user-group-security?hsLang=en#main-content) - 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