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How to export a SmartView™?

This article discusses how to export a SmartView™ in Mortgage Pool Servicing.

To export a SmartView™:

  • Click the Mortgage Pool Servicing folder icon Mortgage Pool Servicing drop-down in the left panel of The Mortgage Office®.
  • Click on either; the Shares Owned, the Capital Based, or the CMO drop-down, depending on the type of SmartView™ you want to export.  
  • Click the SmartViews drop-down. 
  • In the SmartViews drop-down, click Manage SmartViews.
  • In the Manage SmartViews grid, select a SmartView™ in the grid.
  • With the Manage SmartViews grid open, click download-solid small-png Export to Export the SmartView™ to your computer as [DISPLAY NAME].smartview.

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