How to NSF a payment?

A payment can be marked as NSF through the All Loans grid, or through the loan file.

To NSF a borrower payment through the All Loans grid:

Click on Loan Servicing in the left panel of The Mortgage Office®.
Click the Loans drop-down.
Click All Loans.
From All Loans grid, select the loan you want to modify.

TIP: If the record you want to edit is not visible, use the grid's vertical scroll bar to scroll the contents of the grid up or down, or click Find 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.

Click History from the options available on top panel.
From the grid, select the payment you want to NSF then click the Actions drop-down.
In the drop-down click NSF Payment from the list to launch the assistant.
In the NSF Payment and Borrower Notice assistant, and enter the following information:

Field:	Description:
Date of NSF	Enter or edit the date of the NSF.
NSF Charge	Enter or edit the amount you want to charge the borrower for the NSF. TIP: The default NSF Charge amount can be changed in the NSF Notice Options.
Print or Email NSF Notice	Check this box to send a NSF notice to the borrower.
Letter's Date	Enter or edit the notice date. This field is read only if the Print or Email NSF Notice is left unchecked.
Author's Name	Enter or edit the notice author's name.
Author's Title	Enter or edit the author's title.
Author's Phone	Enter or edit the author's phone number.
Author's Fax	Enter or edit the author's fax number.
Author's Email	Enter or edit the author's email.
Email Subject	Edit the Subject line, if needed.
Create Attachments	Select this option to attach a copy of the NSF Notice to the borrower's file.

Click Print Notice to print the notice.
Click Download Notice (PDF) to download the notice to your computer in PDF format.
Click Download Notice (Word) to download the notice to your computer in Word format.
Click E-mail Notice to email the notice to the borrower.

Click Apply to enter the NSF Payment or click Cancel or Exit to abort the changes.

To NSF a borrower payment through the loan file:

Click on Loan Servicing in the left panel of The Mortgage Office®.
Click the Loans drop-down.
Click All Loans.
From All Loans grid, select the loan you want to modify.

Double-click on the loan or click Edit from the top-page button menu.
Click History from the navigation menu on the left.
From the Loan History grid, select the payment you want to NSF then click the Actions drop-down.
In the drop-down click NSF Payment from the list to launch the assistant.
In the NSF Payment and Borrower Notice assistant, and enter the following information:

Field:	Description:
Date of NSF	Enter or edit the date of the NSF.
NSF Charge	Enter or edit the amount you want to charge the borrower for the NSF. TIP: The default NSF Charge amount can be changed in the NSF Notice Options.
Print or Email NSF Notice	Check this box to send a NSF notice to the borrower.
Letter's Date	Enter or edit the notice date. This field is read only if the Print or Email NSF Notice is left unchecked.
Author's Name	Enter or edit the notice author's name.
Author's Title	Enter or edit the author's title.
Author's Phone	Enter or edit the author's phone number.
Author's Fax	Enter or edit the author's fax number.
Author's Email	Enter or edit the author's email.
Email Subject	Edit the Subject line, if needed.
Create Attachments	Select this option to attach a copy of the NSF Notice to the borrower's file.

Click Print Notice to print the notice.
Click Download Notice (PDF) to download the notice to your computer in PDF format.
Click Download Notice (Word) to download the notice to your computer in Word format.
Click E-mail Notice to email the notice to the borrower.

Click Apply to enter the NSF Payment or click Cancel or Exit to abort the changes.

How to NSF a payment?

This article discusses how to mark a payment as NSF, and how to print or e-mail the appropriate notice.

To NSF a borrower payment through the All Loans grid:

To NSF a borrower payment through the loan file: