This guide walks through configuring the core settings in System Administration under Loan Origination — product management, downloading forms and documents, loan status, key dates, loan purpose, importing loan files, and business contacts. Automations, the Fields Dictionary, Condition Groups/Conditions/Condition Phases, and Treasury Bill Yields are covered in separate guides. These are company-wide settings intended for database administrators — changes made here apply to everyone in the database.

Part 1: Navigating to System Administration

On the left, go to Loan Origination > System Administration > All.

The individual options in the left-hand column in System Administration > All also appear on their own further down the left-hand navigation panel, so you can access any of them in either spot.

Part 2: Product Management

Selecting Your Products

Products contain the specific documents and data-input screens tied to each product — for example, Canada uses different documents than the U.S., and California requires specific lender and borrower disclosures that aren't required in the rest of the country.
Check the box next to a product to make it active; uncheck the box for any product you're not using.
There is no Apply button — once your selections are made, simply close Product Management using the red “x” on the tab.

Note: Automations and the Fields Dictionary are configured elsewhere and are covered in separate guides.

Part 3: Package Installer

Running the Package Installer

Before you begin, confirm that all forms and all documents are downloaded for the products you use.
If any forms or documents are missing from the list, run the Package Installer — it downloads the latest documents and forms for each product.
Click Install.
Once installation finishes, click Close or the X.

Tip: Any time a new document or data-input form is added — or an existing one is corrected — you'll be asked to run the Package Installer, so your database stays current.

Part 4: List Maintenance: Loan Status

This list is provided by TMO, but it's fully editable — you can add your own statuses, update the wording of existing ones, reorder them, or delete them.
Each user in the database can be set to receive an email any time a loan moves into a specific status — for example, notify your underwriter when a loan reaches an underwriting status, your funder when it's ready to fund, or your whole team when information is needed from the borrower.
Once your statuses and notifications are set, click Update, then Close.

Note: Three statuses cannot be changed:

Application Received
Closed
Unassigned

Every other status can be reordered, renamed, or deleted.

Part 5: List Maintenance: Escrow Officer

An Escrow Officer can be added to each loan file to notate who you are working with at the Escrow Company.
Each officer added to this list will populate into a dropdown menu inside of the loan for you to select from.
To add one: click New, type in the name, click Add, then Close. The new Escrow Officer will now appear in the dropdown list, in every loan file.

Note: Condition Groups, Conditions, Condition Phases, and Treasury Bill Yields are covered in separate guides.

Part 6: List Maintenance: Key Dates & Loan Purpose

Key Dates

Key Dates appear on every loan file's Overview screen. TMO comes with four dates built in, and you can add your own to track anything specific to your process.
To add one: click New, type in the name, click Add, then Close. The new key date will now appear on every loan file.

Loan Purpose

TMO provides a preset list of loan purposes, but you can edit it to match your own — use TMO's list as-is, delete entries you don't need, add new ones, or change the wording.
Click Update, then Close to save your loan purpose list.

Part 7: Importing a Loan from an FNMA File

TMO can import a Fannie Mae 3.2 (FNMA 3.2) file directly into Loan Origination.
Click the Import from File link, then click Browse and locate the file on your computer.
Select the loan product you want the file imported into, then click Next.
Verify the loan imported is the correct one. Click Next.
Click Import File — the imported file will appear in Loan Origination under the All Loans grid.

Part 8: Business Contacts

Business Contacts give every user in TMO quick access to shared contact information — title companies, appraisers, escrow officers, and other third parties — on the left under Business Contacts > All Contacts.
To add a new contact: click New, enter their information, select the Contact Type, then click OK.

Note: Once a contact is saved, it can be pulled directly into any individual loan file instead of entering the same information every time.

You can also add a new contact category, and reorder how categories appear in the list on the left in System Administration.
Click Close and your business contact will be saved.

Quick Tips

Product Management has no Apply button — closing the window saves your selections.
Run the Package Installer any time new or corrected forms and documents are released.
Application Received, Closed, and Unassigned are the only loan statuses that can't be renamed, reordered, or removed.
Set status notifications so the right person — underwriter, funder, and so on — is automatically emailed as a loan moves through your pipeline.
Business Contacts can be pulled into any loan file — no need to re-enter the same information every time.

Questions about any of these settings? Reach out to your TMO Account Manager or contact our support team any time.

Loan Origination System Administration Configuration