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How to edit a trust account?

This article discusses how to edit a Trust Account.

To edit a Trust Account: 

  • Click on the users Trust Accounts drop-down in the left panel of The Mortgage Office®.
  • Select Trust Accounts (All) just below the Trust Accounts drop-down.
  • From the grid that is shown, select the account 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 use "Search Criteria" to search for the account by entering your own search criteria. For additional information see How to Use Find and How to Use the Data Grids.

  • Click Edit Edit from the options available on top panel or double-click on the account.
  • Modify the information as needed.

TIP: Read this article to learn more about the data contained in the Trust Account. 

  • Click OK OK to save or CANCEL Cancel to abort the changes.

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