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How to download an attachment from a lender file?

This article discusses how to download an attachment from a lender file.

To download an attachment:

  • Click on running Loan Servicing in the left-hand navigation panel of The Mortgage Office®.
  • Click on All Lenders.
  • From the grid, select the record you want to modify.

TIP: If the record you want to edit is not visible, go to the bottom-right-hand side of the All Lenders screen and use the page-scroll bar to find the record, or click the Find box FindSearch icon box at the top-right-hand side of the screen 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.

  • Double-click on the lender or choose the Edit icon edit from the menu choices near the top left of the All Lenders screen.
  • Click on Attachments from the list located on the left of the window.
  • In the Attachments grid, select the record you want to download. 
  • Click Download from the options available in the top panel.
  • Locate the Downloads folder on your computer to access the attachment. 

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