Use the Custom Fields grid to add new fields, edit field values, edit field properties, and rearrange the display order of the fields. The grid is designed to enable you to enter information very quickly and with a minimum number of steps.
How to use the custom fields grid in a lender file:
- Click on
Loan Origination in the navigation panel of The Mortgage Office®. - Scroll down to Lenders and click on it. This will bring up a grid of all lenders.
- From the grid, select the lender you want to modify.
TIP: If the record you want to edit is not visible, go to the bottom-right-hand side of the screen and use the page-scroll bar to find the record, or click the Find box 
at the top-right-hand side of the screen 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.
- Double-click on the lender or choose the Edit icon
from the menu choices near the top left of the All Lenders screen, which will bring up the Lender screen. - Choose
Custom Fields from the menu on the left. - Below is a list of available functions:
| Button: | Description: |
 |
New Field. Click to add and define a new custom field. |
 |
Delete. Click to Delete the selected field. CAUTION: When you delete a record, the information is permanently removed from the database. Once a record is deleted it cannot be recovered. |
 |
Properties. Click to edit the selected field properties. |
 |
Up. Click to move the field up one row. |
 |
Down. Click to move the field down one row. |
 |
Tabs. Click to edit the custom field tabs. |
 |
Refresh. Click to refresh the page. |
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