CAUTION: Deleting a record permanently removes it from the database—you cannot retrieve the information.
CAUTION: Loan history must be deleted starting with the most recent transaction.
CAUTION: When you delete a loan history record, the system deletes all related entries. For example, if you delete a loan payment, lender and vendor checks that were generated as a result of that payment are also deleted. The only remaining record of the transaction will be in the event journal. See below:
- Any charges paid or resulting from this transaction are restored.
- All related trust account transactions are deleted.
- All lender checks resulting from a borrower payment.
CAUTION: We recommend that you only delete payments before lender/vendor checks are printed. For example, you enter a batch of payments, print a payment listing and audit your entries. If you detect a mistake, delete the payment and re-enter it. If you discover an error after lender checks have been printed, you should reverse the entry.
CAUTION: You should consider limiting access to this function to supervisory or high-level users.
To delete loan history information:
- Click on the
Loan Servicing 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 
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
Edit from the options available on the top panel or double-click on the record to open it for editing.
- You can also click the
History icon in the top panel to open the lender history without the lender file.
- You can also click the
- Click
History from the vertical menu on the left. - From the grid, select the record you want to delete.
- Click
Delete. - Click
Yes to confirm. - In the Confirm Delete dialog window, type the word Delete and click
OK.