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How to delete a SmartView™?

This article discusses how to delete a SmartView™ in Mortgage Pool Servicing.

CAUTION: When you delete a record, the information is permanently removed from the database.  Once a record is deleted it cannot be recovered.

To delete a SmartView™:

  • Click the Mortgage Pool Servicing folder icon Mortgage Pool Servicing drop-down in the left panel of The Mortgage Office®.
  • Click on either; the Shares Owned, the Capital Based, or the CMO drop-down, depending on the type of SmartView™ you want to delete.  
  • Click the SmartViews drop-down. 
  • In the SmartViews drop-down, click Manage SmartViews.
  • In the Manage SmartViews grid, select a SmartView™ in the grid.
  • Click delete with button border outline Delete from the button menu choices at the top of the page.
  • Click YES button Yes to confirm.
  • In the Confirm Delete dialog window, type the word DELETE and click OK OK to delete or click  or the black X Exit in the corner of the assistant to exit. 

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