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How to edit an escrow voucher in the loan terms?

This article discusses how to edit an escrow voucher in the loan terms.

Prior to processing disbursements, if necessary, edit the voucher to update the amount due when you get the actual invoice for that specific escrow obligation.

To edit an escrow voucher:

  • Click on running Loan Servicing in the left panel of The Mortgage Office®.
  • Click the Loans drop-down.
  • Click All Loans from the menu located on the left of the window.
  • From the All Loans grid, select the loan record 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 click FindSearch icon box Find 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.

  • Click edit from the options available on the top panel or double-click on the item.
  • Click list check 60 Terms from the list located on the left of the window, and select the Escrow Vouchers Tab.
  • Select the voucher you want to edit and click edit Edit or double-click the voucher to open it for editing. 
  • Edit the following information: 
Field: Description: 
Payee Enter or select the Vendor that will be paid.
Date Enter the date this escrow obligation is to be paid.
Amount Enter the actual or estimated payment amount for this escrow obligation.
Frequency

Enter the frequency this voucher is to be paid. 

TIP: For semi-annual installments that are really not due "exactly" 6-months apart, set up individual Yearly vouchers.
Ref Enter a reference number for this voucher. 
Memo

Enter the description for this escrow obligation. For Example: Homeowner's Insurance, 1st installment property taxes, etc. 
Hold square-check-solid Enter a check in this box to stop disbursements from being processed.
Discretionary square-check-solid Enter up to ten digits to identify your company. This field is included in on all pre-notifications. Maximum of 10 characters.
Paid square-check-solid

Check this box to notate the Escrow Voucher already paid. 

NOTE: If this box is checked, the voucher will not show up in the list of checks to print. 
  • Click OK OK to save the changes or CANCEL Cancel to abort the changes. 

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