You are able to access the Other Payments grid through the Loans Grid, or through Tasks & Reports.
To navigate to the Other Payments grid via the Loans Grid:
- Click on
Loan Servicing in the left panel of The Mortgage Office®. - Click the Loans drop-down.
- Click the specific loan type (Conventional, Commercial, Construction, Lines of Credit, or Other) to open that grid or click All Loans to open a grid containing all the loan types.
- From the grid, select the loan enter a payment for.
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 the
Actions drop-down and select either Regular Payment, Payoff Payment, or Other Cash: From Borrower Payment from the list. - Click the Other Payments hyperlink to open the Other Payments window.
- The following functions are available:
| Button: | Description: |
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Click to Add a new payment to the list, then enter the following information:
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Click Edit to make changes to an existing payment in the list. |
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Click Delete to remove a payment from the list. |
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Click Actions to view a list of available functions. The available functions are:
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Click Save and Close to accept all changes made, close the window, and update the Other Payments field with the new amount. |
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Click Cancel to abort the changes. |
to open a lookup window and select a vendor or lender from a list.
OK to save or 
Cancel to abort.
To navigate to the Other Payments grid via Tasks & Reports:
- Click on Loan Servicing in the left panel of The Mortgage Office®.
- Click Tasks & Reports from the menu located on the left of the window.
- In the Loan Transactions section, click Regular Payment, Payoff Payment, or Other Cash: From Borrower Payment.
-
Enter the loan account number. The primary borrower's full name will display in the field below.
TIP: Click 
to open a lookup window that allows you to select a record from a list of existing records. For more details see How to use lookup windows.
- Click the Other Payments hyperlink to open the Other Payments window.
- The following functions are available:
| Button: | Description: |
|
Click to Add a new payment to the list, then enter the following information:
|
|
Click Edit to make changes to an existing payment in the list. |
|
Click Delete to remove a payment from the list. |
|
Click Actions to view a list of available functions. The available functions are:
|
|
|
Click Save and Close to accept all changes made, close the window, and update the Other Payments field with the new amount. |
|
|
Click Cancel to abort the changes. |