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How to use the properties grid?

This article discusses how to use the Properties grid.

To navigate to the Properties grid: 

    • Click on running Loan Servicing in the left panel of The Mortgage Office®.
    • Click the Loans drop-down.
    • Click All Loans
    • From 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 FindSearch icon box 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.

    • Double-click the loan or click edit Edit from the icons at the top of the page.
    • Click Properties house, no button border Properties on the vertical menu on the left.
    • Below is a list of available functions in the Properties grid:
    Buttons: Description:
    add

    Click to add a property.

    edit

    Click to edit a property.

    delete

    Click to delete a property.

    CAUTION: When you delete a record, the information is permanently removed from the database. Once a record is deleted it cannot be recovered.

    file-excel-solid

    Click to export grid values in a excel spreadsheet file.

    location-dot-solid

    Click to display a map with directions to the selected property.

    notes

    Click to enter notes for the selected property.

    customize-grid

    Click to customize the loan grid. This opens a window where you can change the display order of the grid columns and whether they are displayed or not.

    rotate-arrows  Click to refresh the contents of the grid.
     
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