How to use the funding commitments grid?

For many companies, the matching of available funds to timely disbursements is critical, and if not managed properly could create cash flow deficiencies in a project. Accurately tracking fund commitments ensures that funds are available when needed.

To access the funding commitments grid:

Click on Loan Servicing in the left panel of The Mortgage Office®.
Click the Loans drop-down.
Click Construction below All Loans from the menu located on the left of the window.
From the grid, select the record 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 to open it for editing.
Click Terms from the list located on the left of the window and select the Construction Tab.
Click the Project tab.
Click the Funding Commitments hyperlink under the Tasks section.
Below is a list of available functions:

Button:	Description:
	Click to add a new funding commitment. For additional information, see Adding Funding Commitments.
	Click to edit a funding commitment. For additional information, see Editing Funding Commitments.
	Click to delete a funding commitment. For additional information, see Deleting Funding Commitments.
	Click to export the contents of the grid into an Excel spreadsheet file.
	Click to customize the loan grid. This opens a window where you can change whether certain columns are displayed or not.
	Click to refresh the contents of the grid.

TIP: For additional information see How to use the data grids.

How to use the funding commitments grid?

This article discusses how to use the commitments grid.

To access the funding commitments grid: