Categories are keywords or phrases that help you create logical groups. For example, you can create a category named "Commercial" and assign it to all loans secured by a commercial property. You can then easily create a SmartView™ that includes (or excludes) any loan with the Commercial category or use it when generating reports and notices.
You are able to assign, add, rename, and delete categories with the Categories assistant.
To assign a category:
-
Click on the
Loan Origination drop-down menu in the left panel of The Mortgage Office®. -
Click the Loans drop-down menu.
-
Click All Loans from the list that drops down.
- From the All Loans grid, select the loan you want to modify.
TIP: If the record you want to edit is not visible, use the grid's vertical scroll bar to scroll the contents of the grid up or down, or click 
Find to search for the record by entering your own search criteria. For additional information see How to Use Find and How to Use the Data Grids.
- Click
from the options available on the top panel or double-click on the record. - Click
General Information from the list located on the left of the window. - Under the Categories section, click the Edit Categories hyperlink to open the Categories dialog window.
- Check the box next one or more categories from the list.
- Click
OK to save the changes or 
Cancel to abort.
To add a category:
-
Click on the
Loan Origination drop-down menu in the left panel of The Mortgage Office®. -
Click the Loans drop-down menu.
-
Click All Loans from the list that drops down.
- From the All Loans grid, select the loan you want to modify.
TIP: If the record you want to edit is not visible, use the grid's vertical scroll bar to scroll the contents of the grid up or down, or click Find to search for the record by entering your own search criteria. For additional information see How to Use Find and How to Use the Data Grids.
- Click from the options available on the top panel or double-click on the record.
- Click General Information from the list located on the left of the window.
- Under the Categories section, click the Edit Categories hyperlink to open the Categories dialog window.
- Click
New. - Type a name for the category, and then click OK.
- Click OK to save the changes or Cancel to abort.
To delete a category:
-
Click on the
Loan Origination drop-down menu in the left panel of The Mortgage Office®. -
Click the Loans drop-down menu.
-
Click All Loans from the list that drops down.
- From the All Loans grid, select the loan you want to modify.
TIP: If the record you want to edit is not visible, use the grid's vertical scroll bar to scroll the contents of the grid up or down, or click Find to search for the record by entering your own search criteria. For additional information see How to Use Find and How to Use the Data Grids.
- Click from the options available on the top panel or double-click on the record.
- Click General Information from the list located on the left of the window.
- Under the Categories section, click the Edit Categories hyperlink to open the Categories dialog window.
- Select the category you want to delete.
- Click
Delete, and then click OK.
CAUTION: If you delete a category, the category is removed from any items that you've already assigned the category to.
- Click OK to save the changes or Cancel to abort.
To rename a category:
-
Click on the
Loan Origination drop-down menu in the left panel of The Mortgage Office®. -
Click the Loans drop-down menu.
-
Click All Loans from the list that drops down.
- From the All Loans grid, select the loan you want to modify.
TIP: If the record you want to edit is not visible, use the grid's vertical scroll bar to scroll the contents of the grid up or down, or click Find to search for the record by entering your own search criteria. For additional information see How to Use Find and How to Use the Data Grids.
- Click from the options available on the top panel or double-click on the record.
- Click General Information from the list located on the left of the window.
- Under the Categories section, click the Edit Categories hyperlink to open the Categories dialog window.
- Select the category you want to delete.
- Click Rename.
- Type the new name for the category, and then click OK.
NOTE: All records assigned to this category will be updated to the new name.
- Click OK to save the changes or Cancel to abort.