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 loan file:
- Click on the
Loan Servicing 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
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Edit at the top of the screen or double-click on the selected file. - 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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