To use the Manage Loan SmartView™ grid:
- Click on the
Loan Servicing drop-down in the left panel of The Mortgage Office®. - Click the Loans drop-down.
- Click the Loans SmartViews drop-down.
- Click on Manage SmartViews.
- Below is a list of functions that are available in the Manage Loan SmartViews grid:
| Button: | Description: |
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Click New to add a SmartView™. |
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Click to Edit a SmartView™. |
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Click to Delete a SmartView™. CAUTION: When you delete a record, the information is permanently removed from the database. Once a record is deleted it cannot be recovered. |
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Click to Copy a SmartView™. |
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Click to Move the SmartView™ Up. |
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Click to Move the SmartView™ Down. |
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Click to Import a SmartView™. |
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Click to Export a SmartView™. |
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Click to Create and Download an Excel version of the SmartView™ automatically to your computer's Download's folder. |
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Click Refresh the updates the contents of the grid. |
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Search. Helps you to quickly find items in one or more columns and apply a filter to the grid. Simply type the information you are looking for, press enter, and watch the grid display only the records matching the criteria. |
NOTE: The grid's contents can be sorted in various ways by clicking any of the grid's column headers. If you click the same column header more than once, the sort will alternate between ascending and descending order.
TIP: For additional information, see How to Use Find and How to Use the Data Grids.
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