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How to remove a funding lender?

This article discusses how to remove a funding lender.

TIP: A funding lender with one or more funding transactions cannot be removed from the loan.

To remove a funding lender:

  • Click on the image-png-Jul-14-2023-12-46-04-6535-AM Loan Servicing drop-down menu in the left panel of The Mortgage Office®.
  • Click the Loans drop-down menu. 
  • Click All Loans from the list that drops down. 
  • From the 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 FindSearch icon box 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 edit from the options available on the top panel or double-click on the loan.
  • Click dollar-sign-solidFunding from the list on the left of the window.
  • Select the lender you want to delete. 
  • Click delete from the options available on top panel.
  • Click YES button Yes to confirm.
  • In the Confirm Delete dialog window, type the word Delete and click OK OK.

 

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