Typically, you will want to delete investment offerings that have been fully funded and are no longer available for purchase. But you may select to leave representative samples of the types of loans you have offered in the past for marketing purposes.
To delete an investment offering:
- Select
Online Portals in the left panel of The Mortgage Office®. - Click on Investment Offerings to display the Investment Offerings grid.
- Select an investment offering from the grid by clicking on it, then click
Delete from the row of icons at the top of the grid screen. - A dialog will appear asking if you want to delete the record. Click
Yes. - In the Confirm Delete dialog, type the word DELETE and click
Okay to confirm or 
Cancel to abort.
WARNING: Once a record is deleted, it cannot be retrieved.
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