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How to download ARM index rate history?

This article discusses how to download the latest historical index values for Adjustable Rate Mortgage loans (ARM).

These historical index values are regularly updated and offered to our customers for download from within The Mortgage Office®. To learn more about ARM indexes, click here. You can download the index rate history through the loan file and through Tasks & Reports

CAUTION: Applied Business Software makes every reasonable effort to present complete, accurate information, but assumes no liability for errors or omissions.

To download the index rate history through the loan file:

  • Click on the image-png-Jul-14-2023-12-46-04-6535-AM 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 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 PENCIL (NEW) no outline Edit at the top of the screen or double-click on the selected file.
  • Click on Terms from drop-down on Borrower page- Terms in the left-hand navigation panel. 
  • In the Terms from drop-down on Borrower page- Terms page, click the ARM tab. 

NOTE: Before you have access to the ARM tab, you must first let the system know this is an adjustable rate loan. To do this, select ARM-Adjustable Rate in the Rate Type drop-down menu located in the Options tab in the Terms page of the loan file

  • Click the blue Index hyperlink near the top of the page. 
  • Click on the index you want to download the latest history for.
  • Click download-solid small-png Download Latest Rate History to open the Download Latest Rate History assistant. 
  • In the assistant, select the index(es) you want to download by Blue Check Box_r checking the box next to the index(es).
    • There are also Select All and Clear All hyperlinks at the bottom of the window.
  • Click Yes, download index history now to download the rate history, or click No, don't download index history to close the assistant and void the operation. 

    To download the index rate history in Tasks & Reports:

    • Click on running Loan Servicing in the left panel of The Mortgage Office®.
    • Click Tasks & Reports from the menu located on the left of the window.
    • Under the Adjustable Rate Mortgages section, click the download-solid small-png Download Index Rate History hyperlink.
    • Click download-solid small-png Download Latest Rate History to open the Download Latest Rate History assistant. 
    • In the assistant, select the index(es) you want to download by Blue Check Box_r checking the box next to the index(es).
      • There are also Select All and Clear All hyperlinks at the bottom of the window.
    • Click Yes, download index history now to download the rate history, or click No, don't download index history to close the assistant and void the operation. 
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