--- title: How to use the borrowers grid? description: Use the Borrowers grid to view, edit, print and publish borrower information to the Web. --- [Skip to content](https://help.themortgageoffice.com/knowledge/how-to-use-the-borrowers-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. 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[Borrowers](https://help.themortgageoffice.com/knowledge/online-portals?hsLang=en#borrowers) October 9, 2026 # How to use the borrowers grid? ## Use the Borrowers grid to view, edit, print and publish borrower information to the Web. ### To use the Borrowers grid: - Click the ![export](https://help.themortgageoffice.com/hs-fs/hubfs/Icons/export.png?width=15&height=15&name=export.png) **Online Portals** drop-down in the left panel of The Mortgage Office®. - Scroll down and click **Borrowers.** - Below are the options for the **Borrowers** grid: | **Field:** | **Description:** | | --- | --- | | ![white check mark on blue background, with button border](https://help.themortgageoffice.com/hs-fs/hubfs/white%20check%20mark%20on%20blue%20background%2c%20with%20button%20border.png?width=42&height=38&name=white%20check%20mark%20on%20blue%20background%2c%20with%20button%20border.png) | Click to **Select** all borrower records. | | ![SELECT ALL BOX with empty checkbox, with button border](https://help.themortgageoffice.com/hs-fs/hubfs/SELECT%20ALL%20BOX%20with%20empty%20checkbox%2c%20with%20button%20border.png?width=56&height=32&name=SELECT%20ALL%20BOX%20with%20empty%20checkbox%2c%20with%20button%20border.png) | Click to **Deselect** all borrower records. | | ![blue man with huge edit pencil, with button border](https://help.themortgageoffice.com/hs-fs/hubfs/blue%20man%20with%20huge%20edit%20pencil%2c%20with%20button%20border.png?width=60&height=32&name=blue%20man%20with%20huge%20edit%20pencil%2c%20with%20button%20border.png) | Click to **Edit** a selected borrower record. | | ![EXCEL with button border outline](https://help.themortgageoffice.com/hs-fs/hubfs/EXCEL%20with%20button%20border%20outline.png?width=53&height=31&name=EXCEL%20with%20button%20border%20outline.png) | Click to create an **Excel** spreadsheet of the Borrowers grid and automatically download it to your computer's Downloads folder. | | ![GRID with button border outline](https://help.themortgageoffice.com/hs-fs/hubfs/GRID%20with%20button%20border%20outline.png?width=57&height=31&name=GRID%20with%20button%20border%20outline.png) | Click to **Customize** the Borrowers grid. | | ![REFRESH with button border outline](https://help.themortgageoffice.com/hs-fs/hubfs/REFRESH%20with%20button%20border%20outline.png?width=57&height=31&name=REFRESH%20with%20button%20border%20outline.png) | Click to **Refresh** the Borrowers grid. | | ![lightning bolt with downward arrow, with button border](https://help.themortgageoffice.com/hs-fs/hubfs/lightning%20bolt%20with%20downward%20arrow%2c%20with%20button%20border.png?width=50&height=34&name=lightning%20bolt%20with%20downward%20arrow%2c%20with%20button%20border.png) | Click **Actions** to choose from the following options: - **Assign** Random PIN to **Highlighted** Borrower - **Assign** Random PIN to Borrowers **missing** a PIN - **Reset PINs** for All Borrowers to last four digits of TIN | | ![Publish Cloud Arrow, with button border](https://help.themortgageoffice.com/hs-fs/hubfs/Publish%20Cloud%20Arrow%2c%20with%20button%20border.png?width=55&height=28&name=Publish%20Cloud%20Arrow%2c%20with%20button%20border.png) | **Transmit.** Click to publish all of the information to the web. | | ![SHOW ALL with down arrow, with button border](https://help.themortgageoffice.com/hs-fs/hubfs/SHOW%20ALL%20with%20down%20arrow%2c%20with%20button%20border.png?width=119&height=31&name=SHOW%20ALL%20with%20down%20arrow%2c%20with%20button%20border.png) | Click and choose from the following options: - **Show All.** Displays **all** borrowers. - **Show Selected.** Displays borrowers with the **PUBLISH** box ![blank check box](https://help.themortgageoffice.com/hs-fs/hubfs/TMO%20APP%20Icons/blank%20check%20box.png?width=16&height=17&name=blank%20check%20box.png) **checked**. - **Show Unselected.** Displays borrowers with the **PUBLISH** box ![blank check box](https://help.themortgageoffice.com/hs-fs/hubfs/TMO%20APP%20Icons/blank%20check%20box.png?width=16&height=17&name=blank%20check%20box.png) **unchecked.** | | ![search criteria\_search\_clear all](https://help.themortgageoffice.com/hs-fs/hubfs/search%20criteria_search_clear%20all.png?width=124&height=27&name=search%20criteria_search_clear%20all.png) | Use specific criteria to search the grid for borrowers. Read more at [How to use find?](https://help.themortgageoffice.com/knowledge/how-to-use-find?hsLang=en) | NOTES:  - The first column of the grid denotes whether the borrower record will be published to the web or not. You can toggle the **PUBLISH** flag on and off by checking the ![blank check box](https://help.themortgageoffice.com/hs-fs/hubfs/TMO%20APP%20Icons/blank%20check%20box.png?width=16&height=17&name=blank%20check%20box.png) directly on the grid. - The second column allows you to **DISABLE ONLINE PMTS.** or not. You can toggle this flag on or off by checking the ![blank check box](https://help.themortgageoffice.com/hs-fs/hubfs/TMO%20APP%20Icons/blank%20check%20box.png?width=16&height=17&name=blank%20check%20box.png) directly on the grid. - 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. 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