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

How to edit a lender?

This article discusses how to edit a lender.

To edit a lender: 

  • 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.
    • Change the information in the lender file as needed.

    TIP: To learn more about the information contained in the lender file, read general, details, ACH.

    • Click APPLY Apply to save or ban-solid Cancel to abort changes, where necessary. 

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