How to edit lenders?
This article discusses how to edit lender information as it pertains to www.LendersViewCentral.com.
NOTE: All of the Lenders in Loan Servicing will automatically populate this grid. You have the option of selecting which Lenders are published to the www.LendersViewCentral.com website by simply checking or unchecking the Publish checkbox.
To edit lenders:
- Click the
Online Portals drop-down in the left panel of The Mortgage Office®.
- Scroll down and click Lenders.
- Select a lender record in the grid and click
Edit from the buttons at the top of the page to open the
Edit Lender window.
- You can also double-click the lender record to open the
Edit Lender window.
- You can also double-click the lender record to open the
- Review and Edit the fields below:
- Account. Read only. This information comes from the lender's loan file in the Loan Servicing module.
- Full Name. Read only. This information comes from the lender's loan file in the Loan Servicing module.
- Email Address. Read only. This information comes from the lender's loan file in the Loan Servicing module.
- PIN. Enter a new lender login PIN here. The PIN can be up to 10 alpha-numeric characters.
NOTE: Before a lender 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 lender's file.
-
Publish. Check this box if you want to publish this lender's information to the web.
NOTE: You may also click the directly from the grid to toggle the PUBLISH flag on and off.
- Click
OK to save the changes made or click
Cancel to exit without saving.
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