Skip to content
  • There are no suggestions because the search field is empty.

How to import a SmartView™?

This article discusses how to import a SmartView™ in Loan Origination.

To import a SmartView™:

  • Click on the loan origination folders icon Loan Origination drop-down in the left panel of The Mortgage Office®.
  • Click the Loans drop-down.
  • Click the SmartViews drop-down. 
  • Click on Manage SmartViews.
  • With the Manage Loan SmartViews grid open, click BLUE UPLOAD arrow, with button burder Import to open the Import SmartView dialog window.
  • Click BROWSE button, grey with border Browse to locate the SmartView™ record in your computer.
  • In the file explorer, Double-click the record to open it or click the record once to highlight it then click Open.
  • Click OK to upload the SmartView™ or click  or the black X Exit in the corner of the assistant to exit.

 

Copyright © Applied Business Software, Inc. All Rights Reserved.