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How to use the partners grid?

Use the partners grid to view, edit, print and publish partner information to the web.

To use the Partners grid: 

  • Click the export Online Portals drop-down in the left panel of The Mortgage Office®.
  • Scroll down and click Partners.
  • Below are the options for the Partners grid:
Field: Description:
white check mark on blue background, with button border Click to Select all partner records.
SELECT ALL BOX with empty checkbox, with button border Click to Deselect all partner records.
blue man with huge edit pencil, with button border Click to Edit a selected partner record.
EXCEL with button border outline Click to create an Excel spreadsheet of the Partners grid and automatically download it to your computer's Downloads folder.
GRID with button border outline Click to Customize the Partners grid.
REFRESH with button border outline Click to Refresh the Partners grid.
lightning bolt with downward arrow, with button border

Click Actions to choose from the following options:

  • Assign Random PIN to Highlighted Partner
  • Assign Random PIN to Partners missing a PIN
  • Reset PINs for All Partners to last four digits of TIN
Publish Cloud Arrow, with button border Transmit. Click to publish all of the information to the web.
SHOW ALL with down arrow, with button border

Click and choose from the following options:

  • Show All. Displays all partners. 
  • Show Selected. Displays partners with the PUBLISH field blank check box checked.
  • Show Unselected. Displays partners with the PUBLISH field blank check box unchecked. 
search criteria_search_clear all Use specific criteria to search the grid for partners. Read more at How to use find?

NOTES: 

  • The first column of the grid denotes whether the partner record will be published to the web or not. You can toggle the PUBLISH flag on and off by checking the blank check box 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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