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How to use the pending online payments grid?

Use the Pending Online Payments grid to view, download, or apply online borrower payments.

To access the Pending Online Payments grid:

  • Select export Online Portals in the left panel of The Mortgage Office®.
  • Click the Online Payments drop-down, and in the Online Payments grid, make sure the drop-down in the upper right of the page shows Pending.
  • Below is a list of available functions:
Button: Description:
BLUE CLOWD white download, with button border Click Download Payments to retrieve online payments from the server. The download process will only download payments that have not yet been download into your company database.
SELECT ALL BOX with check, with button border Click Select All to select all online payments in the grid.
SELECT ALL BOX with empty checkbox, with button border Click Clear All to deselect all online payments in the grid.
EXCEL with button border outline Click Export to Excel to generate an Excel report. 
lightning bolt with downward arrow, with button border

Click Actions for a list of different functions. The functions available are: 

Button: Description:
Auto Apply Selected Payments Click this to launch the wizard that will guide you through automatically applying the payments you have selected from the grid.
Manual Regular Payment

Click this to manually apply the highlighted online payment as a Regular Payment. 

Click here to learn more about regular payments. 
Manual Payoff Payment

Click this to manually apply the highlighted online payment as a Payoff Payment. 

Click here to learn more about payoff payments. 
Manual Other Cash: From Borrower

Click this to manually apply the highlighted online payment as an Other Cash: From Borrower Payment. 

Click here to learn more about other payments. 
Flag as Applied Click this to move the highlighted payment from the Pending queue to the Applied queue.
Delete Click Delete to delete an online payment.
REFRESH with button border outline Click to Refresh the grid.

NOTES:

  • The first column of the grid denotes whether the online payment record will be included in the automatic payment process. Check or uncheck blank check box box in the Selected column in the grid to select or deselect a payment to be applied. 
  • 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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