How to use the properties grid?
This article discusses how to use the Properties grid.
To navigate to the Properties grid:
- Click on
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 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 from the icons at the top of the page.
- Click
Properties on the vertical menu on the left.
- Below is a list of available functions in the Properties grid:
Buttons: | Description: |
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Click to add a property. |
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Click to edit a property. |
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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. |
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Click to export grid values in a excel spreadsheet file. |
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Click to display a map with directions to the selected property. |
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Click to enter notes for the selected property. |
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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. |
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Click to refresh the contents of the grid. |