NOTE: The lender’s portfolio displays all the loans owned by the lender, along with each loan's sold rate, borrower's name, regular payment amount, principal balance and more.
To view a lender's portfolio in loan servicing:
- Click the
Loan Servicing drop-down in the left panel of The Mortgage Office®. - Click All Lenders from the menu located in the drop-down menu.
- From the grid, select the lender you want to view.
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 page by page, 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 on the lender or click
Edit from the top-page button menu. - Click
Portfolio from the vertical menu on the left to open the Portfolio grid and view the Portfolio.
TIP: Click here to learn how to use the Portfolio grid.
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