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How to delete a trust account?

This article discusses how to delete a Trust Account.

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

To delete a trust account:

  • Click on the users Trust Accounts drop-down in the left panel of The Mortgage Office®.
  • Select Trust Accounts (All) just below the Trust Accounts drop-down.
  • From the grid that is shown, select the account 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 use pagination from the bottom of the grid, or search for the transaction by entering your own search criteria in the FindSearch icon box Find box. For additional information, see How to use Find and How to use register grid.

  • Click the delete Delete button on the top panel.
  • A pop-up will open to confirm you want to complete the delete action. 
  • Click "Yes" to confirm.
  • In the Confirm Delete dialog window, type the word "DELETE" and click OK OK or click Cancel to abort.

 

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