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How to edit a notice in Loan Servicing?

This part of the documentation discusses how to use the Microsoft Word add-in to customize a notice in Loan Servicing.

CAUTION: This article assumes that you already have downloaded the Microsoft Word add-in. Click here for instructions on how to do that. 

To customize a notice in Loan Servicing:

  • Click cog Options located on the right top of the window. 
  • Select Notices from the drop-down list located below Loan Servicing on left side of the panel.
  • In the Loan Servicing - Notices section, click the tab with the name of the notice you want to customize. 
  • In the specific tab, under the Microsoft Word Template section, click the download-solid small-png Download button to download the notice for editing to your computer. 
  • Open the notice that was downloaded.

TIP: You may have to open your file explorer and the Downloads folder to access the downloaded notice.

Use the Microsoft Word add-in to add or change fields:

    • Use this article to find the field(s) you want to add into the notice. 
    • Copy the field from the linked article above and paste it the Field ID box in the The Mortgage Office® Word add-in in the ribbon at the top of the Word document. 

    WARNING: Only paste the field name along with any underscores, do not paste extra spaces or characters. 

    • Format the Field ID as needed, though this step is optional. 
    • Click Insert Field to insert the Field ID. 

      NOTE: The process above can be used to add new Field IDs to a notice like described above, or to replace Field IDs within a notice; just select the current Field ID and insert the new Field ID over the current one using the process above. 

      • Once you're done customizing the notice to your liking, save the notice to your computer. 

      TIP: Make sure the notice is saved in the 97-2003 .dot template format – there should be no "x" after the .dot. Any other format is incompatible with TMO Pro. 

      • In The Mortgage Office® notice Options, under the Microsoft Word Template section, click Browse.
      • Browse your computer & find the notice that you customized and saved to your computer.
      • Select the notice and click Open or double click the notice to confirm that is the notice you want to upload. 
      • Click online portals and upload, blue Upload.  
      • Click OK OK to save the customized notice to The Mortgage Office® or Cancel to abort the changes. 

       

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