How to use the manage indexes grid?

Use the Manage Indexes grid to view, edit, and print index and rate information. It is designed to enable you to enter the latest rate information very quickly and with a minimum number of steps. The design also allows you to quickly add, edit, or move from one index to another and add or edit their corresponding rate history in a single window.

You are able to access and use the Manage Indexes grid through the loan file and through Tasks & Reports.

TIP: For additional information see How to Use the Data Grids.

To use the Manage Indexes grid in the loan file:

Click on the Loan Servicing drop-down menu in the left panel of The Mortgage Office®.
Click the Loans drop-down menu.
Click All Loans from the list that drops down.
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 Edit at the top of the screen or double-click on the selected file.
Click on Terms in the left-hand navigation panel.
In the Terms page, click the ARM tab.

NOTE: Before you have access to the ARM tab, you must first let the system know this is an adjustable rate loan. To do this, select ARM-Adjustable Rate in the Rate Type drop-down menu located in the Options tab in the Terms page of the loan file.

Click the blue Index hyperlink near the top of the ARM tab.
Below is a list of available functions:

Button:	Description:
	Click to Add a new index.
	Click to Edit an index.
	Click to Delete an index.
	Click to Download latest index rate history.
	Click to Validate an index for any date discrepancies.
	Click to Export the index to Excel, and automatically download to your computer's Download folder.
	Click Refresh to updates the contents of the grid.
	Click to see a History of the selected index.

To use the Manage Indexes grid in Tasks & Reports:

Go to Loan Servicing in the left panel of The Mortgage Office®.
Scroll down to Tasks & Reports and click on it.
Click Manage Indexes located underneath the Adjustable Rate Mortgages section of the page.
Below is a list of available functions:

Button:	Description:
	Click to Add a new index.
	Click to Edit an index.
	Click to Delete an index.
	Click to Download latest index rate history.
	Click to Validate an index for any date discrepancies.
	Click to Export the index to Excel, and automatically download to your computer's Download folder.
	Click Refresh to updates the contents of the grid.
	Click to see a History of the selected index.

How to use the manage indexes grid?

This article discusses how to use the Adjustable Rate Mortgages Manage Indexes grid.

To use the Manage Indexes grid in the loan file:

To use the Manage Indexes grid in Tasks & Reports: