How to use the funding grid?

The loan Funding grid enables you to quickly and easily add funding, add, edit or remove funding lenders. It also allows you to view an individual lender or all funding history for the loan.

To access the funding grid:

Click on Loan Servicing in the left panel of The Mortgage Office®.
Click the Loans drop-down.
Click on All Loans.
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 item.
Select Funding from the menu in the left pane.
Below is a list of available functions:

Button:	Description:
	Click to add funding.
	Click to add a funding lender.
	Click to edit a funding lender.
	Click to remove a funding lender.
	Click to view a funding history for an individual lender or the entire loan.
	Click to view, add, edit, or delete the Interest Differential Distribution.
	Click to export the contents of the grid to Microsoft Excel.
	Click to write a letter to all or selected funding lenders.
	Click to send an email.
	Click to Erase all funding.
	Customize Grid. Opens a dialog window where you can change the display order of the grid columns and select whether they are displayed or not.
	Click Refresh to update the contents of the grid.

NOTE: 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.

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

How to use the funding grid?

This article describes how to use the Funding grid.

To access the funding grid: