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How to edit an attachment tab in a lender file?

This article explains how to add, delete or rename attachment tabs in loan files.

  • 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.
  • Select attachments no box Attachments from the list located on the left of the window.
  • Click edit tabs Edit Tabs from the button options available on the top panel.
  • The following options are available:
Field: Description:
custom fields tab buttons new Click to add a New tab. Enter the tab's name and click OK when done.
custom fields tab buttons delete Click to Delete a tab. Select a tab from the list, click Delete, click Yes in the confirmation window, type Delete in the Confirm Delete window, then click OK when done.
custom fields tab buttons rename Click to Rename a tab. Select a tab from the list, click Rename, type the new name and click OK when done.
  • Click CLOSE black button with no border Close when finished.

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