How to use the funding grid in commercial loans?

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 use the Funding grid:

Click on the Loan Servicing drop-down menu in the left panel of The Mortgage Office®.

Click the Loans drop-down menu.
Click Commercial from the list that drops down.
From the Commercial grid, select the loan you want to modify.

TIP: If the loan 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 Edit from the options available on the top panel or double-click the loan.
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 new 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 and automatically download to your computer's Downloads folder.
	Click to write a letter to all the funding lenders.
	Click to send an email.
	Click to erase all funding.
	Click customize grid to open 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 in commercial loans?

This article describes how to use the funding grid for commercial loans.

To use the Funding grid: