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:
-
Add a template
-
Edit a template 
Delete a template
Tip: You can double click an existing template to begin editing.
When you select to add a loan, 3 additional options will be available. You can either
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Create an entirely new template
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An existing loan template to duplicate and edit
-
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 
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 
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.
Note: When selecting the loan, the template name for the loan will carry over. Unless that Borrower name will be accurate for the loan, it will be necessary to update that information to the Borrower's so it is accurate.