--- title: How to use the lines of credit loans grid? description: This article discusses how to use the Lines of Credit Loans Grid. --- [Skip to content](https://help.themortgageoffice.com/knowledge/how-to-use-the-lines-of-credit-loans-grid#main-content) [![TMO-LO~1](https://help.themortgageoffice.com/hs-fs/hubfs/TMO-LO~1.png?width=200&height=65&name=TMO-LO~1.png)](https://www.themortgageoffice.com/) - [Platform](https://www.themortgageoffice.com/products/) Show submenu for Platform - [Loan Servicing](https://www.themortgageoffice.com/products/loan-servicing-software/) - [Loan Origination](https://www.themortgageoffice.com/products/loan-origination-software/) - [Fund Management](https://www.themortgageoffice.com/products/fund-management-software/) - [Knowledge Hub](https://www.themortgageoffice.com/knowledge-hub/) Show submenu for Knowledge Hub - [Blog](https://www.themortgageoffice.com/blog/) - [Resources](https://www.themortgageoffice.com/resources/) - [Webinars](https://www.themortgageoffice.com/resources/?_resource_types=on-demand-webinars) - [Seminars](https://www.themortgageoffice.com/seminars/) - [FAQs](https://www.themortgageoffice.com/frequently-asked-questions/) - [Release Notes](https://help.themortgageoffice.com/knowledge/release-notes) Open main navigation Close main navigation - [Platform](https://www.themortgageoffice.com/products/) Show submenu for Platform - [Loan Servicing](https://www.themortgageoffice.com/products/loan-servicing-software/) - [Loan Origination](https://www.themortgageoffice.com/products/loan-origination-software/) - [Fund Management](https://www.themortgageoffice.com/products/fund-management-software/) - [Knowledge Hub](https://www.themortgageoffice.com/knowledge-hub/) Show submenu for Knowledge Hub - [Blog](https://www.themortgageoffice.com/blog/) - [Resources](https://www.themortgageoffice.com/resources/) - [Webinars](https://www.themortgageoffice.com/resources/?_resource_types=on-demand-webinars) - [Seminars](https://www.themortgageoffice.com/seminars/) - [FAQs](https://www.themortgageoffice.com/frequently-asked-questions/) - [Release Notes](https://help.themortgageoffice.com/knowledge/release-notes) - [Contact Support](https://help.themortgageoffice.com/knowledge/kb-tickets/new) [Contact Support](https://help.themortgageoffice.com/knowledge/kb-tickets/new?hsLang=en) How can we help you? - There are no suggestions because the search field is empty. 1. [Knowledge Base](https://help.themortgageoffice.com/knowledge?hsLang=en) 2. [Loan Servicing](https://help.themortgageoffice.com/knowledge/loan-servicing?hsLang=en) 3. [Lines of Credit/HELOC](https://help.themortgageoffice.com/knowledge/loan-servicing?hsLang=en#lines-of-credit-heloc) October 9, 2026 # How to use the lines of credit loans grid? ## This article discusses how to use the Lines of Credit Loans Grid. The Lines of Credit Loans Grid enables you to quickly and easily perform many functions including adding, editing, and deleting loans. ### To access the lines of credit loans grid: - Click ![running](https://help.themortgageoffice.com/hs-fs/hubfs/TMO%20APP%20Icons/running.png?width=21&height=21&name=running.png) **Loan Servicing** in the left panel of The Mortgage Office®. - Click the **Loans** drop-down. - Click on **Lines of Credit.** - The following options are available: | **Button:** | **Description:** | | --- | --- | | ![add](https://help.themortgageoffice.com/hs-fs/hubfs/TMO%20APP%20Icons/add.png?width=15&height=15&name=add.png) | Click to **add** a loan file. For additional information, see [Adding Loans.](https://help.themortgageoffice.com/knowledge/how-to-add-loans?hs_preview=RiTAGdHr-118187855953&hsLang=en) | | ![edit](https://help.themortgageoffice.com/hs-fs/hubfs/TMO%20APP%20Icons/edit.png?width=15&height=15&name=edit.png) | Click to **edit** a loan file. For information on what data is contained in a loan file, see [Editing Loans.](https://help.themortgageoffice.com/knowledge/editing-loans-ls?hsLang=en) | | ![delete](https://help.themortgageoffice.com/hs-fs/hubfs/TMO%20APP%20Icons/delete.png?width=15&height=15&name=delete.png) | Click to **delete** a loan file. For additional information, see [Deleting Loans](https://help.themortgageoffice.com/knowledge/how-to-delete-loans-ls?hsLang=en) CAUTION: When you delete a record, the information is **permanently** removed from the database. Once a record is deleted it cannot be recovered. | | ![action](https://help.themortgageoffice.com/hs-fs/hubfs/TMO%20APP%20Icons/action.png?width=15&height=15&name=action.png) | Click to display a list of available actions. Most selections apply to the **currently** selected loan. The available **actions** are: - Regular Payment - Payoff Payment - Other Cash: From Borrower - Other Cash: From Lender - Principal Paydown - Adjustments - Automated Payments (ACH) - Automated Payments (LOCKBOX) - Add Funding - Add Charges | | ![history](https://help.themortgageoffice.com/hs-fs/hubfs/TMO%20APP%20Icons/history.png?width=15&height=15&name=history.png) | Click to display the loan **history**. | | ![print](https://help.themortgageoffice.com/hs-fs/hubfs/TMO%20APP%20Icons/print.png?width=15&height=15&name=print.png) | Click to display a list of **printing** actions. Note that some of the actions are loan-type sensitive. The available options are: - Name & Address Listing - Mailing Labels - Print Statement for selected Loan - Print Statement for Multiple Borrowers - Print Account Closing Statement (Line of Credit) - Demand for Payoff - Reinstatement Calculation - Amortization Schedule (Loan) - Amortization Schedule (Loan & Lender) - Loan Master Report - Loan Validation Report - Payment Register - Payment Receipts - Payment Statements - Payment Coupons | | ![export-to-excel](https://help.themortgageoffice.com/hs-fs/hubfs/TMO%20APP%20Icons/export-to-excel.png?width=15&height=15&name=export-to-excel.png) | Click to export the contents of the grid to Microsoft **Excel**. | | ![write-letters](https://help.themortgageoffice.com/hs-fs/hubfs/TMO%20APP%20Icons/write-letters.png?width=15&height=15&name=write-letters.png) | Click to write **letters** to all or multiple borrowers. | | ![email](https://help.themortgageoffice.com/hs-fs/hubfs/TMO%20APP%20Icons/email.png?width=15&height=15&name=email.png) | Click to send an **e-mail** to the addresses in the selected loan's e-mail field. | | ![map](https://help.themortgageoffice.com/hs-fs/hubfs/TMO%20APP%20Icons/map.png?width=15&height=15&name=map.png) | Click to display a **map** with directions to the primary borrower's address. | | ![conversation-log](https://help.themortgageoffice.com/hs-fs/hubfs/TMO%20APP%20Icons/conversation-log.png?width=15&height=15&name=conversation-log.png) | Click to log **conversations** with the selected loan. | | ![notes](https://help.themortgageoffice.com/hs-fs/hubfs/TMO%20APP%20Icons/notes.png?width=15&height=15&name=notes.png) | Click to enter **notes** for the selected loan. | | ![reminder](https://help.themortgageoffice.com/hs-fs/hubfs/TMO%20APP%20Icons/reminder.png?width=15&height=15&name=reminder.png) | Click to display all **Reminders** or just the ones for the selected loan. | | ![](https://help.themortgageoffice.com/hs-fs/hubfs/image-png-Jun-08-2023-06-14-08-4466-PM.png?width=23&height=20&name=image-png-Jun-08-2023-06-14-08-4466-PM.png) | Click to **filter** the grid and show records which fulfill the filter criteria. | | ![customize-grid](https://help.themortgageoffice.com/hs-fs/hubfs/TMO%20APP%20Icons/customize-grid.png?width=15&height=15&name=customize-grid.png) | Click to **customize** the loan grid. Opens a window where you can change the display order of the grid columns and whether they are displayed or not. | | ![refresh](https://help.themortgageoffice.com/hs-fs/hubfs/TMO%20APP%20Icons/refresh.png?width=15&height=15&name=refresh.png) | Click to **refresh** the contents of the grid. | | ![search-criteria](https://help.themortgageoffice.com/hs-fs/hubfs/TMO%20APP%20Icons/search-criteria.png?width=15&height=15&name=search-criteria.png) | TIP: **Find** helps you to quickly find items in one or more columns and apply a filter to the grid. Simply start typing the information you are looking for and watch the grid display only the records matching the criteria. To learn more, click [here](https://help.themortgageoffice.com/knowledge/how-to-use-find?hsLang=en). |   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. 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