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How to edit a letter in Loan Servicing?

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

NOTE: 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 letter in Loan Servicing:

  • Click on MPS custom letters Custom Letters & Reports from the menu on the left panel of The Mortgage Office®.
  • Click Custom Letters.
  • Click on any record in the list. 
  • Click edit Edit. 
  • Change the following information in the Letter Properties assistant, if needed: 
Field:  Description: 
Category This field is a read-only field when editing a letter that's already added to The Mortgage Office®.
Description

Enter a description for the letter. (Maximum of 255 characters)

TIP: The letter's description is used throughout the system for identification and when selecting this letter for printing.
User Access Limit the access of the letter to specific users if needed. 
Author Enter the author of the letter. 
Company Enter the company the letter belongs to. 
Comments Enter any letter comments you need to explain the use or purpose of this letter.
  • Click download-solid small-png Download.
  • Open the letter that was downloaded.

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

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 letter. 
  • Copy the field from the linked article above and paste it the Field ID box in the 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 letter like described above, or to replace Field IDs within a letter; 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 letter to your liking, save the letter to your computer. 

    TIP: Make sure the letter 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® Letter Properties assistant, under the Upload Here section, click Browse.
    • Browse your computer & find the letter that you customized and saved to your computer.
    • Select the letter and click Open or double click the letter to attach it to the Document Details assistant for uploading. 
    • Click OK OK to save the customized letter to The Mortgage Office® or Cancel to abort the changes. 

     

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