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How to edit the user defined labels in loan servicing?

This article discusses how to edit the user defined labels in loan servicing.

You can use the User Defined Labels options to customize text in the supported forms, documents, and e-mails to better fit your particular needs.

To edit the user defined labels:

  • Click cog Options located on the right top of the window. 
  • Select User Defined Labels from the drop-down list located below Loan Servicing on left side of the panel.

TIP:  If the User Defined Labels option is not visible, you may need to click on the sign to expand the drop-down.

  • Use the drop-down menu to select which form or document you want to customize.
  • From the grid below select the value you want to change and click image-png-Jun-23-2023-06-12-43-2340-AMto display a menu. Select image-png-Jun-23-2023-06-12-43-2340-AM Edit to enter a new custom value, or X to clear the values and use the system's default values. 
  • Click OK OK or Apply to save the changes made or click CANCEL Cancel to exit without saving.

 

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