--- title: How to use the commercial loans grid? description: This article discusses how to use the Commercial Loans Grid. --- [Skip to content](https://help.themortgageoffice.com/knowledge/how-to-use-the-all-loans-grid#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. [Commercial Loans](https://help.themortgageoffice.com/knowledge/loan-servicing?hsLang=en#commercial-loans) October 9, 2026 # How to use the commercial loans grid? ## This article discusses how to use the Commercial Loans Grid. The Commercial Loans Grid enables you to quickly and easily perform many functions including adding, editing, and deleting loans. ### To access the commercial loans grid: - Click ![running](https://help.themortgageoffice.com/hs-fs/hubfs/TMO%20APP%20Icons/running.png?width=21&height=21&name=running.png) **Loan Servicing** in the left panel of The Mortgage Office®. - Click the **Loans** drop-down. - Click on **Commercial.** - The following options are available: | **Button:** | **Description:** | | --- | --- | | ![add](https://help.themortgageoffice.com/hs-fs/hubfs/TMO%20APP%20Icons/add.png?width=15&height=15&name=add.png) | Click to **add** a loan file. For additional information, see [Adding Loans.](https://help.themortgageoffice.com/knowledge/how-to-add-loans?hs_preview=RiTAGdHr-118187855953&hsLang=en) | | ![edit](https://help.themortgageoffice.com/hs-fs/hubfs/TMO%20APP%20Icons/edit.png?width=15&height=15&name=edit.png) | Click to **edit** a loan file. For information on what data is contained in a loan file, see [Editing Loans.](https://help.themortgageoffice.com/knowledge/editing-loans-ls?hsLang=en) | | ![delete](https://help.themortgageoffice.com/hs-fs/hubfs/TMO%20APP%20Icons/delete.png?width=15&height=15&name=delete.png) | Click to **delete** a loan file. For additional information, see [Deleting Loans](https://help.themortgageoffice.com/knowledge/how-to-delete-loans-ls?hsLang=en) CAUTION: When you delete a record, the information is **permanently** removed from the database. Once a record is deleted it cannot be recovered. | | ![action](https://help.themortgageoffice.com/hs-fs/hubfs/TMO%20APP%20Icons/action.png?width=15&height=15&name=action.png) | Click to display a list of available actions. Most selections apply to the **currently** selected loan. The available **actions** are: - Regular Payment - Payoff Payment - Other Cash: From Borrower - Other Cash: From Lender - Principal Paydown - Adjustments - Automated Payments (ACH) - Automated Payments (LOCKBOX) - Add Funding - Add Charges | | ![history](https://help.themortgageoffice.com/hs-fs/hubfs/TMO%20APP%20Icons/history.png?width=15&height=15&name=history.png) | Click to display the loan **history**. | | ![print](https://help.themortgageoffice.com/hs-fs/hubfs/TMO%20APP%20Icons/print.png?width=15&height=15&name=print.png) | Click to display a list of **printing** actions. Note that some of the actions are loan-type sensitive. The available options are: - Name & Address Listing - Mailing Labels - Print Statement for selected Loan - Print Statement for Multiple Borrowers - Print Account Closing Statement (Commercial) - Demand for Payoff - Reinstatement Calculation - Amortization Schedule (Loan) - Amortization Schedule (Loan & Lender) - Loan Master Report - Loan Validation Report - Payment Register - Payment Receipts - Payment Statements - Payment Coupons | | ![export-to-excel](https://help.themortgageoffice.com/hs-fs/hubfs/TMO%20APP%20Icons/export-to-excel.png?width=15&height=15&name=export-to-excel.png) | Click to export the contents of the grid to Microsoft **Excel**. | | ![write-letters](https://help.themortgageoffice.com/hs-fs/hubfs/TMO%20APP%20Icons/write-letters.png?width=15&height=15&name=write-letters.png) | Click to write **letters** to all or multiple borrowers. | | ![email](https://help.themortgageoffice.com/hs-fs/hubfs/TMO%20APP%20Icons/email.png?width=15&height=15&name=email.png) | Click to send an **email** to the addresses in the selected loan's e-mail field. | | ![map](https://help.themortgageoffice.com/hs-fs/hubfs/TMO%20APP%20Icons/map.png?width=15&height=15&name=map.png) | Click to display a **map** with directions to the primary borrower's address. | | ![conversation-log](https://help.themortgageoffice.com/hs-fs/hubfs/TMO%20APP%20Icons/conversation-log.png?width=15&height=15&name=conversation-log.png) | Click to log **conversations** with the selected loan. | | ![notes](https://help.themortgageoffice.com/hs-fs/hubfs/TMO%20APP%20Icons/notes.png?width=15&height=15&name=notes.png) | Click to enter **notes** for the selected loan. | | ![reminder](https://help.themortgageoffice.com/hs-fs/hubfs/TMO%20APP%20Icons/reminder.png?width=15&height=15&name=reminder.png) | Click to display all **Reminders** or just the ones for the selected loan. | | ![](https://help.themortgageoffice.com/hs-fs/hubfs/image-png-Jun-08-2023-06-14-08-4466-PM.png?width=23&height=20&name=image-png-Jun-08-2023-06-14-08-4466-PM.png) | Click to **filter** the grid and show records which fulfill the filter criteria. | | ![customize-grid](https://help.themortgageoffice.com/hs-fs/hubfs/TMO%20APP%20Icons/customize-grid.png?width=15&height=15&name=customize-grid.png) | Click to **customize** the loan grid. Opens a window where you can change the display order of the grid columns and whether they are displayed or not. | | ![refresh](https://help.themortgageoffice.com/hs-fs/hubfs/TMO%20APP%20Icons/refresh.png?width=15&height=15&name=refresh.png) | Click to **refresh** the contents of the grid. | | ![search-criteria](https://help.themortgageoffice.com/hs-fs/hubfs/TMO%20APP%20Icons/search-criteria.png?width=15&height=15&name=search-criteria.png) | TIP: **Find** helps you to quickly find items in one or more columns and apply a filter to the grid. Simply start typing the information you are looking for and watch the grid display only the records matching the criteria. To learn more, click [here](https://help.themortgageoffice.com/knowledge/how-to-use-find?hsLang=en). |   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 the data grids](https://help.themortgageoffice.com/knowledge/how-to-use-the-data-grids?hs_preview=iGfLglJv-112766338347&hsLang=en).   - [Getting Started](https://help.themortgageoffice.com/knowledge/getting-started?hsLang=en#main-content) - [General](https://help.themortgageoffice.com/knowledge/getting-started?hsLang=en#general) - [Basic Information](https://help.themortgageoffice.com/knowledge/getting-started?hsLang=en#basic-information) - [New Company Setup](https://help.themortgageoffice.com/knowledge/getting-started?hsLang=en#new-company-setup) - [User & Group Security](https://help.themortgageoffice.com/knowledge/user-group-security?hsLang=en#main-content) - [General](https://help.themortgageoffice.com/knowledge/user-group-security?hsLang=en#general) - [Users](https://help.themortgageoffice.com/knowledge/user-group-security?hsLang=en#users) - [Groups](https://help.themortgageoffice.com/knowledge/user-group-security?hsLang=en#groups) - [Single Sign-On (SSO)](https://help.themortgageoffice.com/knowledge/user-group-security?hsLang=en#single-sign-on-sso) - [Loan Origination](https://help.themortgageoffice.com/knowledge/loan-origination?hsLang=en#main-content) - [Loan Files](https://help.themortgageoffice.com/knowledge/loan-origination?hsLang=en#loan-files) - [SmartViews](https://help.themortgageoffice.com/knowledge/loan-origination?hsLang=en#smartviews) - [System Administration](https://help.themortgageoffice.com/knowledge/loan-origination?hsLang=en#system-administration) - [Lenders](https://help.themortgageoffice.com/knowledge/loan-origination?hsLang=en#lenders) - [Lightning Docs](https://help.themortgageoffice.com/knowledge/loan-origination?hsLang=en#lightning-docs) - [Integrations](https://help.themortgageoffice.com/knowledge/loan-origination?hsLang=en#integrations) - [Borrowers](https://help.themortgageoffice.com/knowledge/loan-origination?hsLang=en#borrowers) - [DossDocs](https://help.themortgageoffice.com/knowledge/loan-origination?hsLang=en#dossdocs) - [Loan Servicing](https://help.themortgageoffice.com/knowledge/loan-servicing?hsLang=en#main-content) - [General](https://help.themortgageoffice.com/knowledge/loan-servicing?hsLang=en#general) - [Loan Files](https://help.themortgageoffice.com/knowledge/loan-servicing?hsLang=en#loan-files) - [Borrowers](https://help.themortgageoffice.com/knowledge/loan-servicing?hsLang=en#borrowers) - [Terms](https://help.themortgageoffice.com/knowledge/loan-servicing?hsLang=en#terms) - [Funding](https://help.themortgageoffice.com/knowledge/loan-servicing?hsLang=en#funding) - [Properties](https://help.themortgageoffice.com/knowledge/loan-servicing?hsLang=en#properties) - [History](https://help.themortgageoffice.com/knowledge/loan-servicing?hsLang=en#history) - [Attachments](https://help.themortgageoffice.com/knowledge/loan-servicing?hsLang=en#attachments) - [Lenders](https://help.themortgageoffice.com/knowledge/loan-servicing?hsLang=en#lenders) - [Vendors](https://help.themortgageoffice.com/knowledge/loan-servicing?hsLang=en#vendors) - [Tasks & Reports](https://help.themortgageoffice.com/knowledge/loan-servicing?hsLang=en#tasks-reports) - [Loan Charges](https://help.themortgageoffice.com/knowledge/loan-servicing?hsLang=en#loan-charges) - [Commercial Loans](https://help.themortgageoffice.com/knowledge/loan-servicing?hsLang=en#commercial-loans) - [Lines of Credit/HELOC](https://help.themortgageoffice.com/knowledge/loan-servicing?hsLang=en#lines-of-credit-heloc) - [Construction Loans](https://help.themortgageoffice.com/knowledge/loan-servicing?hsLang=en#construction-loans) - [Adjustable Rate Mortgages (ARM)](https://help.themortgageoffice.com/knowledge/loan-servicing?hsLang=en#adjustable-rate-mortgages-arm) - [Graduated Terms Mortgages (GTM)](https://help.themortgageoffice.com/knowledge/loan-servicing?hsLang=en#graduated-terms-mortgages-gtm) - [Escrow Administration](https://help.themortgageoffice.com/knowledge/loan-servicing?hsLang=en#escrow-administration) - [SmartViews](https://help.themortgageoffice.com/knowledge/loan-servicing?hsLang=en#smartviews) - [Accounting System Integration](https://help.themortgageoffice.com/knowledge/loan-servicing?hsLang=en#accounting-system-integration) - [Custom Letters and Notices](https://help.themortgageoffice.com/knowledge/loan-servicing?hsLang=en#custom-letters-and-notices) - [Loan Templates](https://help.themortgageoffice.com/knowledge/loan-servicing?hsLang=en#loan-templates) - [Data Exports](https://help.themortgageoffice.com/knowledge/loan-servicing?hsLang=en#data-exports) - [Trust Accounting](https://help.themortgageoffice.com/knowledge/trust-accounting?hsLang=en#main-content) - [Trust Accounts](https://help.themortgageoffice.com/knowledge/trust-accounting?hsLang=en#trust-accounts) - [Register](https://help.themortgageoffice.com/knowledge/trust-accounting?hsLang=en#register) - [Clients](https://help.themortgageoffice.com/knowledge/trust-accounting?hsLang=en#clients) - [Payees](https://help.themortgageoffice.com/knowledge/trust-accounting?hsLang=en#payees) - [Payers](https://help.themortgageoffice.com/knowledge/trust-accounting?hsLang=en#payers) - [Tasks & Reports](https://help.themortgageoffice.com/knowledge/trust-accounting?hsLang=en#tasks-reports) - [Collateralized Mortgage Obligations](https://help.themortgageoffice.com/knowledge/collateralized-mortgage-obligations?hsLang=en#main-content) - [Holders](https://help.themortgageoffice.com/knowledge/collateralized-mortgage-obligations?hsLang=en#holders) - [Mortgage Pool Servicing](https://help.themortgageoffice.com/knowledge/mortgage-pool-servicing?hsLang=en#main-content) - [Mortgage Pools](https://help.themortgageoffice.com/knowledge/mortgage-pool-servicing?hsLang=en#mortgage-pools) - [Partners](https://help.themortgageoffice.com/knowledge/mortgage-pool-servicing?hsLang=en#partners) - [Tasks & Reports](https://help.themortgageoffice.com/knowledge/mortgage-pool-servicing?hsLang=en#tasks-reports) - [SmartViews](https://help.themortgageoffice.com/knowledge/mortgage-pool-servicing?hsLang=en#smartviews) - [ACH Express](https://help.themortgageoffice.com/knowledge/ach-express?hsLang=en#main-content) - [General](https://help.themortgageoffice.com/knowledge/ach-express?hsLang=en#general) - [Online Portals](https://help.themortgageoffice.com/knowledge/online-portals?hsLang=en#main-content) - [General](https://help.themortgageoffice.com/knowledge/online-portals?hsLang=en#general) - [Online Payments](https://help.themortgageoffice.com/knowledge/online-portals?hsLang=en#online-payments) - [Borrowers](https://help.themortgageoffice.com/knowledge/online-portals?hsLang=en#borrowers) - [Lenders](https://help.themortgageoffice.com/knowledge/online-portals?hsLang=en#lenders) - [Partners](https://help.themortgageoffice.com/knowledge/online-portals?hsLang=en#partners) - [Investment Offerings](https://help.themortgageoffice.com/knowledge/online-portals?hsLang=en#investment-offerings) - [Messages](https://help.themortgageoffice.com/knowledge/online-portals?hsLang=en#messages) - [Tax Forms Management & Printing](https://help.themortgageoffice.com/knowledge/tax-forms-management-printing?hsLang=en#main-content) - [General](https://help.themortgageoffice.com/knowledge/tax-forms-management-printing?hsLang=en#general) - [Tax Forms](https://help.themortgageoffice.com/knowledge/tax-forms-management-printing?hsLang=en#tax-forms) - [Consumer Credit Reporting (Metro-2)](https://help.themortgageoffice.com/knowledge/consumer-credit-reporting-metro-2?hsLang=en#main-content) - [Metro-2 Fundamentals](https://help.themortgageoffice.com/knowledge/consumer-credit-reporting-metro-2?hsLang=en#metro-2-fundamentals) - [Custom Letters, Notices and Mailing Labels](https://help.themortgageoffice.com/knowledge/custom-letters-notices-and-mailing-labels?hsLang=en#main-content) - [Custom Letters](https://help.themortgageoffice.com/knowledge/custom-letters-notices-and-mailing-labels?hsLang=en#custom-letters) - [Custom Notices](https://help.themortgageoffice.com/knowledge/custom-letters-notices-and-mailing-labels?hsLang=en#custom-notices) - [Custom (User Defined) Fields](https://help.themortgageoffice.com/knowledge/custom-user-defined-fields?hsLang=en#main-content) - [General](https://help.themortgageoffice.com/knowledge/custom-user-defined-fields?hsLang=en#general) - [Options](https://help.themortgageoffice.com/knowledge/options?hsLang=en#main-content) - [General](https://help.themortgageoffice.com/knowledge/options?hsLang=en#general) - [User Preferences Options](https://help.themortgageoffice.com/knowledge/options?hsLang=en#user-preferences-options) - [Loan Servicing Options](https://help.themortgageoffice.com/knowledge/options?hsLang=en#loan-servicing-options) - [Importing](https://help.themortgageoffice.com/knowledge/importing?hsLang=en#main-content) - [To Loan Servicing](https://help.themortgageoffice.com/knowledge/importing?hsLang=en#to-loan-servicing) - [From an Excel file](https://help.themortgageoffice.com/knowledge/importing?hsLang=en#from-an-excel-file) - [Field Mappings](https://help.themortgageoffice.com/knowledge/importing?hsLang=en#field-mappings) - [Online](https://help.themortgageoffice.com/knowledge/online?hsLang=en#main-content) - [General](https://help.themortgageoffice.com/knowledge/online?hsLang=en#general) - [Text Messages](https://help.themortgageoffice.com/knowledge/text-messages?hsLang=en#main-content) - [General](https://help.themortgageoffice.com/knowledge/text-messages?hsLang=en#general) - [Pulse](https://help.themortgageoffice.com/knowledge/pulse?hsLang=en#main-content) - [General](https://help.themortgageoffice.com/knowledge/pulse?hsLang=en#general) - [Insurance Tracking](https://help.themortgageoffice.com/knowledge/insurance-tracking?hsLang=en#main-content) - [General](https://help.themortgageoffice.com/knowledge/insurance-tracking?hsLang=en#general) - [API Docs](https://help.themortgageoffice.com/knowledge/api-docs?hsLang=en) - [Release Notes](https://help.themortgageoffice.com/knowledge/release-notes?hsLang=en) - [Desktop](https://help.themortgageoffice.com/knowledge/desktop?hsLang=en) - [Onboarding](https://help.themortgageoffice.com/knowledge/onboarding?hsLang=en#main-content) - [Loan Origination](https://help.themortgageoffice.com/knowledge/onboarding?hsLang=en#loan-origination) [![Chill listening crop-3](https://help.themortgageoffice.com/hs-fs/hubfs/TMO-LO~1.jpg?width=125&height=55&name=TMO-LO~1.jpg "Chill listening crop-3")](https://www.themortgageoffice.com/) 7755 Center Ave, Suite 800 Huntington Beach, CA 92647 [mailto:support@themortgagoffice.com](mailto:support@themortgagoffice.com) Copyright © 2025, The Mortgage Office®