How to use the lenders grid?
Use the Lenders grid to view, edit, print and publish lender information to the Web.
- Click the
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: |
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Click to Select all lender records. |
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Click to Deselect all lender records. |
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Click to Edit a selected lender record. |
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Click to create an Excel spreadsheet of the Lenders grid and automatically download it to your computer's Downloads folder. |
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Click to Customize the Lenders grid. |
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Click to Refresh the Lenders grid. |
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Click Actions to choose from the following options:
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Transmit. Click to publish all of the information to the web. |
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Click and choose from the following options:
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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
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
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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