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How to use the lenders grid?

Use the Lenders grid to view, edit, print and publish lender information to the Web.

  • Click the export Online Portals drop-down in the left panel of The Mortgage Office®.
  • Scroll down and click Lenders.
  • Below are the options for the Lenders grid:
Field: Description:
white check mark on blue background, with button border Click to Select all lender records.
SELECT ALL BOX with empty checkbox, with button border Click to Deselect all lender records.
blue man with huge edit pencil, with button border Click to Edit a selected lender record.
EXCEL with button border outline Click to create an Excel spreadsheet of the Lenders grid and automatically download it to your computer's Downloads folder.
GRID with button border outline Click to Customize the Lenders grid.
REFRESH with button border outline Click to Refresh the Lenders grid.
lightning bolt with downward arrow, with button border

Click Actions to choose from the following options:

  • Assign Random PIN to Highlighted Lender 
  • Assign Random PIN to Lenders missing a PIN
  • Reset PINs for All Lenders to last four digits of TIN
Publish Cloud Arrow, with button border Transmit. Click to publish all of the information to the web.
SHOW ALL with down arrow, with button border

Click and choose from the following options:

  • Show All. Displays all lenders. 
  • Show Selected. Displays lenders with the PUBLISH field blank check box checked.
  • Show Unselected. Displays lenders with the PUBLISH field blank check box unchecked. 
search criteria_search_clear all Use specific criteria to search the grid for lenders. Read more at How to use find?

NOTES: 

  • The first column of the grid denotes whether the lender record will be published to the web or not. You can toggle the PUBLISH flag on and off by checking the blank check box directly on the grid.
  • The second column allows you to DISABLE ONLINE PMTS. or not. You can toggle this flag on or off by checking the blank check box directly on the grid.
  • 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 grid?

 

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