How to e-mail an attachment from a lender file?

To e-mail an attachment:

Click on 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 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 from the menu choices near the top left of the All Lenders screen.
Click on Attachments from the list located on the left of the window.
In the Attachments grid, select the attachment you want to e-mail.
Click Email and click the "To...", "Cc...", and/or the "Bcc..." buttons to select Email-recipients from your The Mortgage Office® Address Book.
- You can also manually type emails in the To...", "Cc...", and/or the "Bcc" fields.
  - To manually type multiple emails, separate the emails by a semicolon with no spacing. For example: support@absnetwork.com;sales@absnetwork.com
Edit the Subject line and Priority if needed.
Check the Add to conversation log box to add the email record to the lender's conversation log.
Click Send to send the email or Cancel to abort the email.

How to e-mail an attachment from a lender file?

This article discusses how to e-mail an attachment from a lender file.

To e-mail an attachment: