--- title: How to delete history in a loan file? description: This article discusses how to delete history in a loan file. --- [Skip to content](https://help.themortgageoffice.com/knowledge/how-to-delete-history-in-a-loan-file#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. [History](https://help.themortgageoffice.com/knowledge/loan-servicing?hsLang=en#history) October 9, 2026 # How to delete history in a loan file? ## This article discusses how to delete history in a loan file. 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 ![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 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](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) **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](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. - 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