NOTE: All of the Partners in Loan Servicing will automatically populate this grid. You have the option of selecting which Partners are published to the www.PartnersViewCentral.com website by simply checking or unchecking the Publish 
checkbox.
To edit partners:
- Click the
Online Portals drop-down in the left panel of The Mortgage Office®. - Scroll down and click Partners.
- Select a partner record in the grid and click
Edit from the buttons at the top of the page to open the Edit Partner window.
- You can also double-click the partner record to open the Edit Partner window.
- You can also double-click the partner record to open the
- Review and Edit the fields below:
- Account. Read only. This information comes from the partner's loan file in the Loan Servicing module.
- Full Name. Read only. This information comes from the partner's loan file in the Loan Servicing module.
- Email Address. Read only. This information comes from the partner's loan file in the Loan Servicing module.
- PIN. Enter a new partner login PIN here. The PIN can be up to 10 alpha-numeric characters.
NOTE: Before a partner 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 partner's file.
-
Publish. Check this box if you want to publish this partner'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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