Skip to content
Contact Support
  • There are no suggestions because the search field is empty.

How to edit borrowers?

This article discusses how to edit borrower information as it pertains to www.BorrowersViewCentral.com.

NOTE: All of the borrowers in Loan Servicing will automatically populate this grid. You have the option of selecting which borrowers are published to the www.BorrowersViewCentral.com website by simply checking or unchecking the Publish blank check box checkbox.

To edit borrowers: 

  • Click the export Online Portals drop-down in the left panel of The Mortgage Office®.
  • Scroll down and click Borrowers.
  • Select a borrower record in the grid and click borrowers page EDIT icon_r Edit from the buttons at the top of the page to open the borrowers page EDIT icon_r Edit Borrower window.  
    • You can also double-click the borrower record to open the borrowers page EDIT icon_r Edit Borrower window.
  •  Review and Edit the fields below: 
    • Account. Read only. This information comes from the borrower's loan file in the Loan Servicing module.
    • Full Name. Read only. This information comes from the borrower's loan file in the Loan Servicing module.
    • Email Address. Read only. This information comes from the borrower's loan file in the Loan Servicing module.
    • PIN.  Enter a new borrower login PIN here. The PIN can be up to 10 alpha-numeric characters.

NOTE: Before a borrower can access his/her online account, they must be assigned a PIN. The Mortgage Office® automatically assigns the last four digits of the TIN (tax identification or social security number) as it appears in the borrower's loan file.

    • blank check box Publish. Check this box if you want to publish this borrower's information to the web.

NOTE: You may also click the blank check box directly from the grid to toggle the PUBLISH flag on and off.

    • blank check box Disable Online Payments. Checking this box will not allow your borrowers the option of making online payments through the borrower portal.

NOTE: You may also click the blank check box directly from the grid to toggle the DISABLE ONLINE PMTS? flag on and off.

  • Click image-png-Jul-20-2023-04-31-03-9041-PM OK to save the changes made or click image-png-Jul-26-2023-04-29-08-2466-PM Cancel to exit without saving.

Copyright © Applied Business Software, Inc. All Rights Reserved.