--- title: How to use the Loan Servicing Overview Page description: how to leverage the loan overview to review common data points most often referred to in a loan. --- [Skip to content](https://help.themortgageoffice.com/knowledge/how-to-utilize-the-loan-servicing-overview-page#main-content) [![TMO-LO~1](https://help.themortgageoffice.com/hs-fs/hubfs/TMO-LO~1.png?width=200&height=65&name=TMO-LO~1.png)](https://www.themortgageoffice.com/) - [Platform](https://www.themortgageoffice.com/products/) Show submenu for Platform - [Loan Servicing](https://www.themortgageoffice.com/products/loan-servicing-software/) - [Loan Origination](https://www.themortgageoffice.com/products/loan-origination-software/) - [Fund Management](https://www.themortgageoffice.com/products/fund-management-software/) - [Knowledge Hub](https://www.themortgageoffice.com/knowledge-hub/) Show submenu for Knowledge Hub - [Blog](https://www.themortgageoffice.com/blog/) - [Resources](https://www.themortgageoffice.com/resources/) - [Webinars](https://www.themortgageoffice.com/resources/?_resource_types=on-demand-webinars) - [Seminars](https://www.themortgageoffice.com/seminars/) - [FAQs](https://www.themortgageoffice.com/frequently-asked-questions/) - [Release Notes](https://help.themortgageoffice.com/knowledge/release-notes) Open main navigation Close main navigation - [Platform](https://www.themortgageoffice.com/products/) Show submenu for Platform - [Loan Servicing](https://www.themortgageoffice.com/products/loan-servicing-software/) - [Loan Origination](https://www.themortgageoffice.com/products/loan-origination-software/) - [Fund Management](https://www.themortgageoffice.com/products/fund-management-software/) - [Knowledge Hub](https://www.themortgageoffice.com/knowledge-hub/) Show submenu for Knowledge Hub - [Blog](https://www.themortgageoffice.com/blog/) - [Resources](https://www.themortgageoffice.com/resources/) - [Webinars](https://www.themortgageoffice.com/resources/?_resource_types=on-demand-webinars) - [Seminars](https://www.themortgageoffice.com/seminars/) - [FAQs](https://www.themortgageoffice.com/frequently-asked-questions/) - [Release Notes](https://help.themortgageoffice.com/knowledge/release-notes) - [Contact Support](https://help.themortgageoffice.com/knowledge/kb-tickets/new) [Contact Support](https://help.themortgageoffice.com/knowledge/kb-tickets/new?hsLang=en) How can we help you? - There are no suggestions because the search field is empty. 1. [Knowledge Base](https://help.themortgageoffice.com/knowledge?hsLang=en) 2. [Loan Servicing](https://help.themortgageoffice.com/knowledge/loan-servicing?hsLang=en) 3. [Loan Files](https://help.themortgageoffice.com/knowledge/loan-servicing?hsLang=en#loan-files) February 4, 2026 # How to use the Loan Servicing Overview Page ## The Overview page gives you a quick snapshot of your loan’s most commonly used servicing information. Review payment history, ACH details, attachments, and more in one view. ### **Enabling Access to the Overview Page** In order for TMO users to see the Overview page, they'll need to have access enabled in the User Management settings. The specific permission is in Loan Servicing \> Loan Files \> Loan Overview. ![Overview UM](https://help.themortgageoffice.com/hs-fs/hubfs/Overview%20UM.png?width=663&height=444&name=Overview%20UM.png) ### **Where to find Loan Overview![Overview Loan Nav-1](https://help.themortgageoffice.com/hs-fs/hubfs/Overview%20Loan%20Nav-1.png?width=193&height=156&name=Overview%20Loan%20Nav-1.png)** When you open a loan, you’ll land on the Overview page. It provides a consolidated view of the loan details and actions TMO users leverage most often. ### **Customizing Overview Page Layout** Overview pages can be customized to prioritize the data that is most useful. Once adjusted, these preferences are saved **per user**, so can customize exactly what is most important to you. To get started, you'll see the three dots icon in the top right corner of your overview page. ![overview three dots](https://help.themortgageoffice.com/hs-fs/hubfs/overview%20three%20dots.png?width=20&height=24&name=overview%20three%20dots.png) Clicking this will open up a new menu, with some key loan actions, including the ability to **Customize Dashboard**. Not only will this allow you to toggle on or off certain sections, but you'll also have the option of **rearranging** the priority of these, keeping the data that means most to you at the top.  ![Sequence 01\_1](https://help.themortgageoffice.com/hs-fs/hubfs/Sequence%2001_1.gif?width=670&height=377&name=Sequence%2001_1.gif) ### **Additional Functionality** The Overview page gives you another way to navigate loans and brings key servicing actions directly onto the main page. ![overview map](https://help.themortgageoffice.com/hs-fs/hubfs/overview%20map.png?width=670&height=480&name=overview%20map.png) 1. The **Regular Payment** button in the top right will allow you to apply a regular payment from here as well as the previously available locations of Loan History, All Loans grid, Tasks and Reports, and SmartViews. 2. When accessing the **Print** button ![Overview Print](https://help.themortgageoffice.com/hs-fs/hubfs/Overview%20Print.png?width=61&height=29&name=Overview%20Print.png) in the top right corner, you'll now be able to generate the following: 1. Amortization Schedule 2. Trust Ledger Register 3. Demand for Payoff 4. Reinstatement Calculation 3. The **envelope** icon allows Borrower and Lender **emails** to be sent here as well. 4. Not only does the 3 dot action button ![overview three dots](https://help.themortgageoffice.com/hs-fs/hubfs/overview%20three%20dots.png?width=17&height=20&name=overview%20three%20dots.png)allow you to customize the dashboard, but you can also: 1. Generate Borrower and Lender **Statements of Account** 2. Add **Funding** and **Charges** 3. Apply **Principal Paydowns**, **Adjustments**, and **Other Cash from Borrower** payments 5. The links on each card will redirect to its dedicated page from within the loan file. 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