--- title: How to Leverage Loan Servicing Templates description: How to add edit and delete loan servicing templates --- [Skip to content](https://help.themortgageoffice.com/knowledge/how-to-set-loan-servicing-templates#main-content) [![TMO-LO~1](https://help.themortgageoffice.com/hs-fs/hubfs/TMO-LO~1.png?width=200&height=65&name=TMO-LO~1.png)](https://www.themortgageoffice.com/) - [Platform](https://www.themortgageoffice.com/products/) Show submenu for Platform - [Loan Servicing](https://www.themortgageoffice.com/products/loan-servicing-software/) - [Loan Origination](https://www.themortgageoffice.com/products/loan-origination-software/) - [Fund Management](https://www.themortgageoffice.com/products/fund-management-software/) - [Knowledge Hub](https://www.themortgageoffice.com/knowledge-hub/) Show submenu for Knowledge Hub - [Blog](https://www.themortgageoffice.com/blog/) - [Resources](https://www.themortgageoffice.com/resources/) - [Webinars](https://www.themortgageoffice.com/resources/?_resource_types=on-demand-webinars) - [Seminars](https://www.themortgageoffice.com/seminars/) - [FAQs](https://www.themortgageoffice.com/frequently-asked-questions/) - [Release Notes](https://help.themortgageoffice.com/knowledge/release-notes) Open main navigation Close main navigation - [Platform](https://www.themortgageoffice.com/products/) Show submenu for Platform - [Loan Servicing](https://www.themortgageoffice.com/products/loan-servicing-software/) - [Loan Origination](https://www.themortgageoffice.com/products/loan-origination-software/) - [Fund Management](https://www.themortgageoffice.com/products/fund-management-software/) - [Knowledge Hub](https://www.themortgageoffice.com/knowledge-hub/) Show submenu for Knowledge Hub - [Blog](https://www.themortgageoffice.com/blog/) - [Resources](https://www.themortgageoffice.com/resources/) - [Webinars](https://www.themortgageoffice.com/resources/?_resource_types=on-demand-webinars) - [Seminars](https://www.themortgageoffice.com/seminars/) - [FAQs](https://www.themortgageoffice.com/frequently-asked-questions/) - [Release Notes](https://help.themortgageoffice.com/knowledge/release-notes) - [Contact Support](https://help.themortgageoffice.com/knowledge/kb-tickets/new) [Contact Support](https://help.themortgageoffice.com/knowledge/kb-tickets/new?hsLang=en) How can we help you? - There are no suggestions because the search field is empty. 1. [Knowledge Base](https://help.themortgageoffice.com/knowledge?hsLang=en) 2. [Loan Servicing](https://help.themortgageoffice.com/knowledge/loan-servicing?hsLang=en) 3. [Loan Templates](https://help.themortgageoffice.com/knowledge/loan-servicing?hsLang=en#loan-templates) July 1, 2026 # How to Leverage Loan Servicing Templates ## This article reviews how to create and modify loan templates in Loan Servicing. ### **Creating Loan Servicing Templates** To get started with loan serving templates, you can select **Templates** from the left side, main navigation menu in TMO. This is where you'll add, edit, and delete templates.  The menu at the top provides buttons to: - ![Screenshot 2026-07-01 at 8.41.48 AM](https://help.themortgageoffice.com/hs-fs/hubfs/Screenshot%202026-07-01%20at%208.41.48%20AM.png?width=30&height=19&name=Screenshot%202026-07-01%20at%208.41.48%20AM.png) **Add** a template - ![Screenshot 2026-07-01 at 8.43.07 AM](https://help.themortgageoffice.com/hs-fs/hubfs/Screenshot%202026-07-01%20at%208.43.07%20AM.png?width=28&height=18&name=Screenshot%202026-07-01%20at%208.43.07%20AM.png) **Edit** a template - ![Screenshot 2026-07-01 at 8.44.06 AM](https://help.themortgageoffice.com/hs-fs/hubfs/Screenshot%202026-07-01%20at%208.44.06%20AM.png?width=35&height=22&name=Screenshot%202026-07-01%20at%208.44.06%20AM.png)**Delete** a template **Tip**: You can double click an existing template to begin editing. ![Screenshot 2026-07-01 at 8.51.26 AM](https://help.themortgageoffice.com/hs-fs/hubfs/Screenshot%202026-07-01%20at%208.51.26%20AM.png?width=216&height=234&name=Screenshot%202026-07-01%20at%208.51.26%20AM.png)Whenyou select to add a loan, 3 additional options will be available. You can either 1. **Create** an entirely new template 2. An **existing loan template** to duplicate and edit 3. An **existing loan** to save as a template to begin editing ### **Editing Loan Servicing Templates** When building and editing templates, a wide variety of loan options are available to templatize. It is recommended to spend time ensuring that each field is added accurately to save time in the future when adding new loans.  Options for templatizing include: - Borrower Information - Hold preference - Loan terms, such as: - Interest accrual methodology - Penalties - Details, including categories - Lenders - And more **Tip**: It is best practice to regularly click the save button ![Screenshot 2026-07-01 at 9.05.28 AM](https://help.themortgageoffice.com/hs-fs/hubfs/Screenshot%202026-07-01%20at%209.05.28%20AM.png?width=26&height=24&name=Screenshot%202026-07-01%20at%209.05.28%20AM.png)in the top right corner to prevent losing changes while building or editing a template. ### **Using Loan Templates** When adding in new loans, established templates are available to leverage. After selecting the ![Screenshot 2026-07-01 at 8.41.48 AM](https://help.themortgageoffice.com/hs-fs/hubfs/Screenshot%202026-07-01%20at%208.41.48%20AM.png?width=35&height=22&name=Screenshot%202026-07-01%20at%208.41.48%20AM.png)button to add a loan, there is an option to select a loan template. Selecting this then opens up the option to choose which template you would like to utilize in building the loan. ![Screenshot 2026-07-01 at 9.35.41 AM](https://help.themortgageoffice.com/hs-fs/hubfs/Screenshot%202026-07-01%20at%209.35.41%20AM.png?width=670&height=239&name=Screenshot%202026-07-01%20at%209.35.41%20AM.png) **Note**: When selecting the loan, the template name for the loan will carry over. 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