--- title: Loan Servicing | Knowledge Base description: This part of the documentation explains how to use the Loan Servicing module to streamline the Servicing of loans. --- [Skip to content](https://help.themortgageoffice.com/knowledge/loan-servicing#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) How can we help you? - There are no suggestions because the search field is empty. 1. 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[Loan Servicing](https://help.themortgageoffice.com/knowledge/loan-servicing) # Loan Servicing This part of the documentation explains how to use the Loan Servicing module to streamline the Servicing of loans. - [Loan Servicing Configuration Guide](https://help.themortgageoffice.com/knowledge/how-to-configure-your-loan-servicing-database-settings-0) ## General - [How to access a reminder?](https://help.themortgageoffice.com/knowledge/how-to-access-a-reminder) ## Loan Files - [How to use the Loan Servicing Overview Page](https://help.themortgageoffice.com/knowledge/how-to-utilize-the-loan-servicing-overview-page) - [How to add a loan?](https://help.themortgageoffice.com/knowledge/how-to-add-loans) - [How to use the all loans grid?](https://help.themortgageoffice.com/knowledge/how-to-use-the-loans-grid) - [How to delete a loan?](https://help.themortgageoffice.com/knowledge/how-to-delete-loans-ls) - [How to edit a loan?](https://help.themortgageoffice.com/knowledge/editing-loans-ls) - [How to handle REO?](https://help.themortgageoffice.com/knowledge/how-to-handle-reos/write-offs) - [How to handle bankruptcy in The Mortgage Office®?](https://help.themortgageoffice.com/knowledge/bankruptcies-in-tmo) - [How to defer all or part of borrower’s scheduled payment?](https://help.themortgageoffice.com/knowledge/supplement-one-to-how-to-handle-interest-on-deferred-payments) - [How to handle servicing fees and/or sold rate interest differential distributions on deferred payments?](https://help.themortgageoffice.com/knowledge/supplement-two-to-how-to-handle-interest-on-deferred-payments) - [How to handle interest on deferred borrower payments?](https://help.themortgageoffice.com/knowledge/how-to-handle-interest-on-deferred-payments) - [How to reverse a transaction in a loan file?](https://help.themortgageoffice.com/knowledge/how-to-reverse-a-transaction-in-a-loan-file) - [What are the fundamentals of attachments in a loan file?](https://help.themortgageoffice.com/knowledge/what-are-the-fundamentals-of-attachments) - [How to enter project information in a construction loan?](https://help.themortgageoffice.com/knowledge/this-article-discusses-how-to-enter-the-project-information-in-a-construction-loan) - [What is a custom field in a loan file?](https://help.themortgageoffice.com/knowledge/what-is-a-custom-field-in-a-loan-file) - [How to use the custom fields grid in a loan file?](https://help.themortgageoffice.com/knowledge/how-to-use-the-custom-fields-grid-in-a-loan-file) - [How to add a custom field in a loan file?](https://help.themortgageoffice.com/knowledge/how-to-add-a-custom-field-in-a-loan-file) - [How to delete a custom field in a loan file?](https://help.themortgageoffice.com/knowledge/how-to-delete-a-custom-field-in-a-partner-file) - [How to edit a custom field in a loan file?](https://help.themortgageoffice.com/knowledge/how-to-edit-a-custom-field-in-a-loan-file) - [How to change the custom field display order in a loan file?](https://help.themortgageoffice.com/knowledge/how-to-change-the-custom-field-display-order-in-a-loan-file) - [How to add, edit, or delete a custom field tab in a loan file?](https://help.themortgageoffice.com/knowledge/how-to-add-edit-or-delete-a-custom-field-tab-in-a-loan-file) - [How to enter a regular payment in a loan?](https://help.themortgageoffice.com/knowledge/how-to-enter-a-regular-payment-in-a-loan) - [How to add a new attachment in a loan file?](https://help.themortgageoffice.com/knowledge/how-to-add-new-attachments-in-loan-files) - [How to delete an attachment from a loan file?](https://help.themortgageoffice.com/knowledge/how-to-delete-attachments-in-a-loan-file) - [How to e-mail an attachment in a loan file?](https://help.themortgageoffice.com/knowledge/how-to-attach-e-mails-in-loan-files) - [How to edit attachment properties in loan files?](https://help.themortgageoffice.com/knowledge/how-to-attach-properties-in-loan-files) - [How to download an attachment from a loan file?](https://help.themortgageoffice.com/knowledge/how-to-export-attachments-in-loan-files) - [How to open an attachment in a loan file?](https://help.themortgageoffice.com/knowledge/how-to-open-attachments-in-loan-files) - [How to edit an attachment tab in a loan file?](https://help.themortgageoffice.com/knowledge/how-to-edit-attachment-tabs-in-loan-files) See less ▼ ## Borrowers - [How to add or edit borrower notes?](https://help.themortgageoffice.com/knowledge/how-to-add-or-edit-borrower-notes-in-loan-files) - [How to add or edit co-borrower information?](https://help.themortgageoffice.com/knowledge/how-to-add-co-borrower-details) - [How to add or edit primary borrower information?](https://help.themortgageoffice.com/knowledge/primary-borrower-information) - [How to process automated loan payments (ACH)?](https://help.themortgageoffice.com/knowledge/how-to-process-automated-borrower-payments-ach) - [How to enter a non-scheduled (other) payment in a loan?](https://help.themortgageoffice.com/knowledge/how-to-enter-a-non-scheduled-payment-in-a-loan) - [How to add or edit a one-off other payment?](https://help.themortgageoffice.com/knowledge/how-to-add-or-edit-a-one-off-other-payment) - [How to generate borrower payment receipts?](https://help.themortgageoffice.com/knowledge/how-to-generate-borrower-payment-receipts) See less ▼ ## Terms - [Compounding Period Frequency Interest Accrual Options](https://help.themortgageoffice.com/knowledge/compounding-period-frequency) - [How to add or edit details in the terms of a loan?](https://help.themortgageoffice.com/knowledge/how-to-add-or-edit-detailed-information-in-terms-of-a-loan) - [How to add or edit penalties in the terms of a loan?](https://help.themortgageoffice.com/knowledge/how-to-edit-penalties-in-loan-terms) - [How to add or edit general terms of a loan?](https://help.themortgageoffice.com/knowledge/how-to-add-or-edit-terms-of-a-loan) - [How to add other payments to the loan terms?](https://help.themortgageoffice.com/knowledge/how-to-add-other-payments-to-a-loan) - [How to add or edit options in the terms of a loan?](https://help.themortgageoffice.com/knowledge/how-to-add-or-edit-options) - [How to add construction billing terms in a loan?](https://help.themortgageoffice.com/knowledge/how-to-add-construction-billing-terms-in-a-loan) - [What is add-on interest?](https://help.themortgageoffice.com/knowledge/add-on-interest) See less ▼ ## Funding - [How to add funding in a line of credit loan?](https://help.themortgageoffice.com/knowledge/how-to-add-funding-in-line-of-credit-loan) - [How to add funding in a conventional loan?](https://help.themortgageoffice.com/knowledge/how-to-add-conventional-funding-in-loan-files) - [How to view and delete funding history in a loan file?](https://help.themortgageoffice.com/knowledge/how-to-view-and-delete-funding-history) - [How to edit a funding lender?](https://help.themortgageoffice.com/knowledge/how-to-edit-a-funding-lender) - [How to remove a funding lender?](https://help.themortgageoffice.com/knowledge/how-to-remove-a-funding-lender) - [How to make changes to lender assignments?](https://help.themortgageoffice.com/knowledge/making-changes-to-lender-assignments-in-tmo) - [How to add funding in a construction loan?](https://help.themortgageoffice.com/knowledge/how-to-add-funding-in-construction-loan-1) - [How to use the funding grid?](https://help.themortgageoffice.com/knowledge/how-to-use-the-funding-grid) - [How to add a funding lender?](https://help.themortgageoffice.com/knowledge/how-to-add-a-funding-lender) - [How to add funding in a commercial loan?](https://help.themortgageoffice.com/knowledge/how-to-add-funding-in-a-commercial-loan-2) See less ▼ ## Properties - [Using AFX Title Reports](https://help.themortgageoffice.com/knowledge/afx-title-reports) - [How to add property insurance details?](https://help.themortgageoffice.com/knowledge/how-to-add-insurance) - [How to add a property?](https://help.themortgageoffice.com/knowledge/how-to-add-or-edit-properties-in-loan-files) - [How to add a lien or encumbrance?](https://help.themortgageoffice.com/knowledge/how-to-add-or-edit-leins) - [How to delete a lien or encumbrance?](https://help.themortgageoffice.com/knowledge/how-to-delete-a-lien) - [How to edit a lien or encumbrance?](https://help.themortgageoffice.com/knowledge/how-to-add-a-lien-or-encumbrance) - [How to use the liens grid?](https://help.themortgageoffice.com/knowledge/how-to-use-the-liens-grid) - [How to use the insurance grid?](https://help.themortgageoffice.com/knowledge/how-to-use-the-insurance-grid) - [How to edit property insurance details?](https://help.themortgageoffice.com/knowledge/how-to-edit-property-insurance-details) - [How to delete a property insurance policy?](https://help.themortgageoffice.com/knowledge/how-to-delete-property-insurance-details) - [How to edit a property?](https://help.themortgageoffice.com/knowledge/how-to-edit-a-property) - [How to delete a property?](https://help.themortgageoffice.com/knowledge/how-to-delete-a-property) - [How to use the properties grid?](https://help.themortgageoffice.com/knowledge/how-to-use-the-properties-grid) See less ▼ ## History - [How to NSF a payment?](https://help.themortgageoffice.com/knowledge/how-to-nsf-a-payment-0) - [How to edit history in a loan file?](https://help.themortgageoffice.com/knowledge/how-to-edit-history-in-loan-files) - [How to delete history in a loan file?](https://help.themortgageoffice.com/knowledge/how-to-delete-history-in-a-loan-file) - [How to use the loan history grid?](https://help.themortgageoffice.com/knowledge/using-the-loan-history-grid) ## Attachments - [What are the fundamentals of attachments?](https://help.themortgageoffice.com/knowledge/fundamentals-of-attachments) - [How to use the attachments grid?](https://help.themortgageoffice.com/knowledge/how-to-use-attachments-grid) - [How to open an attachment?](https://help.themortgageoffice.com/knowledge/how-to-open-an-attachment) - [How to add a new attachment?](https://help.themortgageoffice.com/knowledge/how-to-add-a-new-attachment) - [How to e-mail an attachment?](https://help.themortgageoffice.com/knowledge/how-to-e-mail-an-attachment) - [How to download an attachment?](https://help.themortgageoffice.com/knowledge/how-to-download-an-attachment) - [How to delete an attachment?](https://help.themortgageoffice.com/knowledge/how-to-delete-an-attachment) - [How to edit attachment properties?](https://help.themortgageoffice.com/knowledge/how-to-edit-attachment-properties) - [How to edit an attachment tab?](https://help.themortgageoffice.com/knowledge/how-to-edit-an-attachment-tab) See less ▼ ## Lenders - [How to add a lender?](https://help.themortgageoffice.com/knowledge/how-to-add-lenders) - [How to edit a lender?](https://help.themortgageoffice.com/knowledge/how-to-edit-lenders) - [How to delete a lender?](https://help.themortgageoffice.com/knowledge/how-to-delete-a-lender) - [How to add or edit general lender information?](https://help.themortgageoffice.com/knowledge/how-to-add-or-edit) - [How to add or edit a note in a lender file?](https://help.themortgageoffice.com/knowledge/how-to-add-or-edit-lender-notes-in-lender-files) - [How to add or edit lender details?](https://help.themortgageoffice.com/knowledge/how-to-add-or-edit-lender-details-in-lender-files) - [How to edit history in a lender file?](https://help.themortgageoffice.com/knowledge/how-to-edit-a-lender-history) - [How to delete a lender history record?](https://help.themortgageoffice.com/knowledge/how-to-delete-a-lender-history) - [How to add a custom field in a lender file?](https://help.themortgageoffice.com/knowledge/how-to-add-a-new-custom-field-in-lender-files) - [How to delete a custom field in a lender file?](https://help.themortgageoffice.com/knowledge/how-to-delete-a-custom-field-in-lender-files) - [How to edit a custom field in a lender file?](https://help.themortgageoffice.com/knowledge/how-to-edit-properties-of-custom-fields-in-lender-files) - [How to change the custom field display order in a lender file?](https://help.themortgageoffice.com/knowledge/how-to-change-the-field-display-order-in-lender-files) - [How to add, edit, or delete a custom field tab in a lender file?](https://help.themortgageoffice.com/knowledge/how-to-custom-field-tabs-in-lender-file) - [What are the fundamentals of attachments in a lender file?](https://help.themortgageoffice.com/knowledge/what-are-the-fundamentals-of-attachments-in-a-lender-file) - [How to open an attachment in a lender file?](https://help.themortgageoffice.com/knowledge/how-to-open-attachments-in-lender-files) - [How to add a new attachment in a lender file?](https://help.themortgageoffice.com/knowledge/how-to-add-new-attachments-lender) - [How to delete an attachment in a lender file?](https://help.themortgageoffice.com/knowledge/how-to-delete-attachments-from-lender-files) - [How to download an attachment from a lender file?](https://help.themortgageoffice.com/knowledge/how-to-download-lender-attachments) - [How to e-mail an attachment from a lender file?](https://help.themortgageoffice.com/knowledge/how-to-email-lender-attachment) - [How to edit attachment properties in a lender file?](https://help.themortgageoffice.com/knowledge/how-to-edit-lender-attachment-properties) - [How to use the attachments grid in a lender file?](https://help.themortgageoffice.com/knowledge/how-to-use-the-attachments-grid-in-a-lender-file) - [What is a custom field in a lender file?](https://help.themortgageoffice.com/knowledge/what-is-a-custom-field-in-a-lender-file) - [How to use the custom fields grid in a lender file?](https://help.themortgageoffice.com/knowledge/how-to-use-the-custom-fields-grid-in-a-partner-file) - [How to view a lender's portfolio?](https://help.themortgageoffice.com/knowledge/how-to-view-a-lenders-portfolio-in-loan-servicing) - [How to use the history grid in a lender file?](https://help.themortgageoffice.com/knowledge/how-to-use-the-loan-servicing-history-grid) - [How to use the portfolio grid?](https://help.themortgageoffice.com/knowledge/how-to-use-the-portfolio-grid) - [How to edit an attachment tab in a lender file?](https://help.themortgageoffice.com/knowledge/how-to-edit-an-attachment-tab-in-a-lender-file) See less ▼ ## Vendors - [How to edit a vendor?](https://help.themortgageoffice.com/knowledge/how-to-edit-a-vendor) - [How to delete a vendor?](https://help.themortgageoffice.com/knowledge/how-to-delete-a-vendor) - [How to set up vendor ACH information?](https://help.themortgageoffice.com/knowledge/how-to-set-up-vendor-ach-information) - [How to add or edit general vendor information?](https://help.themortgageoffice.com/knowledge/how-to-add-or-edit-a-vendor-general-information-in-vendor-files) - [How to add or edit vendor details?](https://help.themortgageoffice.com/knowledge/how-to-add-or-edit-lender-details-in-lender-files-1) - [How to use the vendor history grid?](https://help.themortgageoffice.com/knowledge/how-to-use-the-vendor-history-grid) - [How to change the custom field display order in a vendor file?](https://help.themortgageoffice.com/knowledge/how-to-change-the-field-display-order-in-vendor-files) - [How to add a custom field in a vendor file?](https://help.themortgageoffice.com/knowledge/how-to-add-a-new-custom-field-in-vendor-files) - [How to delete a custom field in a vendor file?](https://help.themortgageoffice.com/knowledge/how-to-delete-a-custom-field-in-vendor-files) - [How to edit a custom field in a vendor file?](https://help.themortgageoffice.com/knowledge/how-to-edit-properties-of-custom-fields-in-vendor-files) - [How to use the custom fields grid in a vendor file?](https://help.themortgageoffice.com/knowledge/how-to-use-the-custom-grid-vendor) - [What are the fundamentals of attachments in a vendor file?](https://help.themortgageoffice.com/knowledge/what-are-the-fundamentals-of-attachments-vendor) - [What is a custom field in a vendor file?](https://help.themortgageoffice.com/knowledge/what-is-a-custom-field-in-a-vendor-file) - [How to use the all vendors grid?](https://help.themortgageoffice.com/knowledge/how-to-use-the-vendors-grid) - [How to add a vendor?](https://help.themortgageoffice.com/knowledge/how-to-add-a-vendor-in-loan-servicing) - [How to edit a vendor in loan servicing?](https://help.themortgageoffice.com/knowledge/how-to-add-or-edit-vendor-details-in-loan-servicing) See less ▼ ## Tasks & Reports - [How to Generate a Lender Statement of Account](https://help.themortgageoffice.com/knowledge/how-to-generate-a-lender-statement-of-account) - [How to generate a pending modifications report for a GTM loan?](https://help.themortgageoffice.com/knowledge/how-to-generate-pending-gtm-mod-report-tr) - [How to generate an overdue modifications report for a GTM loan?](https://help.themortgageoffice.com/knowledge/how-to-generate-the-overdue-modifications-report) - [How to generate the borrower statement of account for a construction loan?](https://help.themortgageoffice.com/knowledge/how-to-print-the-borrower-statement-of-account-for-a-construction-loan2) - [How to select and print lender & vendor checks?](https://help.themortgageoffice.com/knowledge/how-to-select-and-print-checks-in-lender-and-vendor-transactions) - [How to generate and use the borrower payment register?](https://help.themortgageoffice.com/knowledge/how-to-generate-and-use-the-borrower-payment-register) - [How to enter a payoff payment in a loan?](https://help.themortgageoffice.com/knowledge/how-to-enter-the-payoff-payment-in-a-loan-transaction) - [How to process automated loan payments (LOCKBOX)?](https://help.themortgageoffice.com/knowledge/how-to-process-the-automated-borrower-payments-lockbox-in-a-loan-transaction) - [How to enter an electronic payment?](https://help.themortgageoffice.com/knowledge/how-to-enter-an-electronic-payment) - [How to generate an account closing statement for a line of credit loan?](https://help.themortgageoffice.com/knowledge/how-to-generate-an-account-closing-statement-for-a-line-of-credit-loan) - [How to calculate rate & payment adjustments for an ARM loan?](https://help.themortgageoffice.com/knowledge/how-to-calculate-rate-payment-adjustments-tr) - [How to generate the calculations audit report for an ARM loan?](https://help.themortgageoffice.com/knowledge/how-to-generate-the-calculations-audit-report) - [How to generate a borrower adjustment notice for an ARM loan?](https://help.themortgageoffice.com/knowledge/how-to-generate-a-borrower-adjustment-notice) - [How to generate the loans overdue calculations report for an ARM loan?](https://help.themortgageoffice.com/knowledge/how-to-generate-the-loans-overdue-calculations-report) - [How to generate the loans pending adjustments report for an ARM loan?](https://help.themortgageoffice.com/knowledge/how-to-generate-the-loans-pending-adjustments-report) - [How to generate the negative amortization cap exceeded report for an ARM loan?](https://help.themortgageoffice.com/knowledge/how-to-generate-the-negative-amortization-cap-exceeded-report) - [How to use the manage indexes grid?](https://help.themortgageoffice.com/knowledge/how-to-use-the-manage-indexes-grid) - [How to generate the index validation report for an ARM loan?](https://help.themortgageoffice.com/knowledge/how-to-generate-the-index-validation-report) - [How to create the import file?](https://help.themortgageoffice.com/knowledge/how-to-create-the-import-file) - [What are the lender field mappings?](https://help.themortgageoffice.com/knowledge/what-are-the-lender-field-mappings) - [How to use the select vouchers for payment & print checks grid?](https://help.themortgageoffice.com/knowledge/how-to-use-the-select-vouchers-for-payment-print-checks-grid) - [How to configure an accounting system chart of accounts?](https://help.themortgageoffice.com/knowledge/how-to-configure-an-accounting-system-chart-of-accounts) - [How to import a Fannie Mae file?](https://help.themortgageoffice.com/knowledge/how-to-import-a-fannie-mae-data-file-1) - [How to use the other payments grid?](https://help.themortgageoffice.com/knowledge/how-to-use-the-other-payments-grid-1) See less ▼ ## Loan Charges - [How to use the advanced by and on behalf of fields?](https://help.themortgageoffice.com/knowledge/how-to-use-the-advanced-by-and-on-behalf-of-fields) - [How to add loan charges?](https://help.themortgageoffice.com/knowledge/how-to-add-loan-charges) ## Commercial Loans - [How to add a funding lender in commercial loans?](https://help.themortgageoffice.com/knowledge/how-to-add-a-funding-lender-5) - [How to assess interest charges and generate a borrower billing statement for a commercial loan?](https://help.themortgageoffice.com/knowledge/how-to-assess-interest-print-billing-statements-for-commercial-loans) - [How to use the billing history grid in commercial loans?](https://help.themortgageoffice.com/knowledge/how-to-use-the-billing-history-grid-for-commercial-loans) - [How to use the funding grid in commercial loans?](https://help.themortgageoffice.com/knowledge/how-to-use-the-funding-grid-for-commercial-loans) - [How to edit a funding lender in commercial loans?](https://help.themortgageoffice.com/knowledge/how-edit-a-funding-lender-for-commercial-loans) - [How to remove a funding lender in commercial loans?](https://help.themortgageoffice.com/knowledge/how-to-remove-a-funding-lender-from-commercial-loans) - [How to view and delete funding history in a commercial loan?](https://help.themortgageoffice.com/knowledge/how-to-view-and-delete-funding-history-from-commercial-loans) - [How to generate an account closing statement for a commercial loan?](https://help.themortgageoffice.com/knowledge/how-to-print-or-delete-an-account-closing-statement-in-commercial-loans) - [How to generate the borrower statement of account for a commercial loan?](https://help.themortgageoffice.com/knowledge/how-to-print-a-borrower-statement-of-account-in-commercial-loans) - [How to generate an interest assessment report for a commercial loan?](https://help.themortgageoffice.com/knowledge/how-to-print-an-interest-assessment-report-in-commercial-loans) - [How to generate the pending billing & statement report for a commercial loan?](https://help.themortgageoffice.com/knowledge/how-to-print-pending-and-billing-statement-reports-in-commercial-loans) - [How to reprint a commercial billing statement?](https://help.themortgageoffice.com/knowledge/how-to-reprint-a-billing-statement-in-commercial-loans) - [How to add commercial billing terms in a loan?](https://help.themortgageoffice.com/knowledge/how-to-add-commercial-billing-terms-in-a-loan) - [How to use the commercial loans grid?](https://help.themortgageoffice.com/knowledge/how-to-use-the-all-loans-grid) See less ▼ ## Lines of Credit/HELOC - [How to add line of credit billing terms in a loan?](https://help.themortgageoffice.com/knowledge/terms-line-of-credit-heloc) - [How to assess finance charges & generate billing statements for a line of credit loan?](https://help.themortgageoffice.com/knowledge/assess-finance-charges-print-borrower-billing-statements-loc) - [How to generate the borrower statement of account for a line of credit loan?](https://help.themortgageoffice.com/knowledge/print-borrower-statements-of-account-lines-of-credit) - [How to generate the maximum credit available report for a line of credit loan?](https://help.themortgageoffice.com/knowledge/maximum-credit-available-report) - [How to generate the finance charges assessment report for a line of credit loan?](https://help.themortgageoffice.com/knowledge/finance-charges-assessment-report) - [How to generate the pending billing & statement report for a line of credit loan?](https://help.themortgageoffice.com/knowledge/pending-billing-statement-report) - [How to generate the draw period ending alert report for line of credit loan?](https://help.themortgageoffice.com/knowledge/draw-period-ending-alert-report) - [How to reprint a line of credit billing statement?](https://help.themortgageoffice.com/knowledge/how-to-reprint-a-billing-statement-line-of-credit) - [What is a Your Billing Rights Notice?](https://help.themortgageoffice.com/knowledge/your-billing-rights-notice) - [How to add a funding lender in line of credit loans?](https://help.themortgageoffice.com/knowledge/how-to-add-a-funding-lender-4) - [How to use the billing history grid in line of credit loans?](https://help.themortgageoffice.com/knowledge/how-to-use-the-billing-history-grid-for-line-of-credit-loans) - [How to use the funding grid in line of credit loans?](https://help.themortgageoffice.com/knowledge/how-to-use-the-funding-grid-in-a-line-of-credit-loan) - [How to edit a funding lender in line of credit loans?](https://help.themortgageoffice.com/knowledge/how-edit-a-funding-lender-in-line-of-credit-loans) - [How to remove a funding lender in line of credit loans?](https://help.themortgageoffice.com/knowledge/how-remove-a-funding-lender-in-loc-loans) - [How to view and delete funding history in a line of credit loan?](https://help.themortgageoffice.com/knowledge/how-to-view-and-delete-funding-history-in-a-line-of-credit-loan) - [How to use the lines of credit loans grid?](https://help.themortgageoffice.com/knowledge/how-to-use-the-lines-of-credit-loans-grid) See less ▼ ## Construction Loans - [How to add inspections in a construction loan?](https://help.themortgageoffice.com/knowledge/how-to-add-inspection-information-in-a-construction-loan) - [How to delete inspections in a construction loan?](https://help.themortgageoffice.com/knowledge/how-to-delete-inspections-in-a-construction-loan) - [How to add a voucher in a construction loan?](https://help.themortgageoffice.com/knowledge/how-to-add-voucher-in-a-construction-loan) - [How to import budget information in a construction loan?](https://help.themortgageoffice.com/knowledge/how-to-import-budget-information-in-a-construction-loan) - [How to enter budget information in a construction loan?](https://help.themortgageoffice.com/knowledge/how-to-enter-budget-information) - [How to reprint a voucher in a construction loan?](https://help.themortgageoffice.com/knowledge/how-to-reprint-voucher-in-a-construction-loan) - [How to void a voucher in a construction loan?](https://help.themortgageoffice.com/knowledge/how-to-void-voucher-in-a-construction-loan) - [How to edit a voucher in a construction loan?](https://help.themortgageoffice.com/knowledge/how-to-edit-voucher-in-a-construction-loan) - [How to reverse a voucher in a construction loan?](https://help.themortgageoffice.com/knowledge/how-to-reverse-voucher-in-construction-loan) - [How to add funding commitments in a construction loan?](https://help.themortgageoffice.com/knowledge/adding-funding-commitments) - [How to use the construction budget & cost breakdown grid?](https://help.themortgageoffice.com/knowledge/how-to-use-the-construction-budget-cost-breakdown-grid) - [How to use the funding commitments grid?](https://help.themortgageoffice.com/knowledge/how-to-use-the-commitments-grid) - [How to edit inspections in a construction loan?](https://help.themortgageoffice.com/knowledge/how-to-edit-inspections-in-a-construction-loan) - [How to generate the scheduled inspections report for a construction loan?](https://help.themortgageoffice.com/knowledge/how-to-generate-the-scheduled-inspections-report-in-a-construction-loan) - [How to assess interest charges and generate a borrower billing statements for a construction loan?](https://help.themortgageoffice.com/knowledge/how-to-assess-interest-charges-and-generate-borrower-billing-statements-for-construction-loans) - [How to generate an account closing statement for a construction loan?](https://help.themortgageoffice.com/knowledge/how-to-generate-an-account-closing-statement-in-a-construction-loan) - [How to add a funding lender in construction loans?](https://help.themortgageoffice.com/knowledge/how-to-add-a-funding-lender-3) - [How to generate the pending billing & statement report for a construction loan?](https://help.themortgageoffice.com/knowledge/how-to-generate-the-report-of-pending-billing-statement-in-a-construction-loan) - [How to generate the interest charges assessment report for a construction loan?](https://help.themortgageoffice.com/knowledge/how-to-generate-the-interest-charges-assessment-report-in-a-construction-loan) - [How to generate the pending funds commitment report for a construction loan?](https://help.themortgageoffice.com/knowledge/how-to-generate-the-pending-funds-commitment-report-in-a-construction-loan) - [How to generate the project disbursements vs. completion report for a construction loan?](https://help.themortgageoffice.com/knowledge/how-to-generate-the-project-disbursements-vs.-completion-report-in-a-construction-loan) - [How to generate the project disbursements vs. budget report for a construction loan?](https://help.themortgageoffice.com/knowledge/how-to-generate-the-project-disbursements-vs.-budget-report-in-a-construction-loan) - [How to generate the cash flow projection report for a construction loan?](https://help.themortgageoffice.com/knowledge/how-to-generate-the-cash-flow-projection-report-in-a-construction-loan) - [How to edit funding commitments in a construction loan?](https://help.themortgageoffice.com/knowledge/how-to-edit-funding-commitment) - [How to delete funding commitments in a construction loan?](https://help.themortgageoffice.com/knowledge/how-to-delete-funding-commitments-in-construction-loans) - [How to use the inspections grid?](https://help.themortgageoffice.com/knowledge/how-to-use-the-inspections-grid) - [How to generate the loans pending funding report?](https://help.themortgageoffice.com/knowledge/how-to-generate-report-of-pending-fund-in-a-construction-loan) - [How to reprint a construction billing statement?](https://help.themortgageoffice.com/knowledge/how-to-reprint-a-construction-billing-statement) - [How to generate the unpaid vouchers report for a construction loan?](https://help.themortgageoffice.com/knowledge/how-to-print-the-unpaid-vouchers-report-in-a-construction-loan) - [How to select a voucher for payment and print a check in a construction loan?](https://help.themortgageoffice.com/knowledge/how-to-select-vouchers-for-payment-and-print-checks-in-construction-loans) - [How to use the vouchers grid in a construction loan?](https://help.themortgageoffice.com/knowledge/how-to-use-the-vouchers-grid-in-a-construction-loan) - [How to view and delete funding history in a construction loan?](https://help.themortgageoffice.com/knowledge/how-to-viewing-deleting-funding-history-in-a-construction-loan) - [How to use the billing history grid in construction loans?](https://help.themortgageoffice.com/knowledge/how-to-use-the-billing-history-grid-for-construction-loans-1) - [How to use the funding grid in construction loans?](https://help.themortgageoffice.com/knowledge/how-to-use-the-funding-grid-in-a-construction-loan) - [How to edit a funding lender in construction loans?](https://help.themortgageoffice.com/knowledge/how-edit-a-funding-lender-in-commercial-loans) - [How to remove a funding lender in construction loans?](https://help.themortgageoffice.com/knowledge/how-remove-a-funding-lender-in-commercial-loans) - [How to set up and maintain a construction budget master chart of accounts in a construction loan?](https://help.themortgageoffice.com/knowledge/how-to-setup-and-maintain-a-construction-budget-master-chart-of-accounts-in-a-construction-loan-1) - [How to use the construction loans grid?](https://help.themortgageoffice.com/knowledge/how-to-use-the-construction-loans-grid) See less ▼ ## Adjustable Rate Mortgages (ARM) - [How to Set Up and Service ARM Loans in The Mortgage Office®](https://help.themortgageoffice.com/knowledge/how-to-set-up-and-service-arm-loans-in-the-mortgage-office) - [What is an ARM loan?](https://help.themortgageoffice.com/knowledge/what-is-an-arm) - [How to download ARM index rate history?](https://help.themortgageoffice.com/knowledge/how-to-download-index-rate-history) - [How to add ARM information?](https://help.themortgageoffice.com/knowledge/how-to-enter-arm-information) - [How is an ARM loan selected for a rate and/or a payment adjustment?](https://help.themortgageoffice.com/knowledge/how-are-loans-selected-for-rate-payment-changes) - [How to edit the borrower adjustment notices?](https://help.themortgageoffice.com/knowledge/how-to-edit-the-rate-payment-adjustment-notices) - [How to calculate rate & payment adjustments?](https://help.themortgageoffice.com/knowledge/how-to-calculate-arm-rate-payment-adjustments) - [How to generate the calculations audit report?](https://help.themortgageoffice.com/knowledge/how-to-print-the-calculations-audit-report) - [How to generate a borrower adjustment notice?](https://help.themortgageoffice.com/knowledge/how-to-create-borrower-adjustment-notices) - [How to generate the loans overdue calculations report?](https://help.themortgageoffice.com/knowledge/how-to-create-the-loans-overdue-calculations-report) - [How to generate the loans pending adjustments report?](https://help.themortgageoffice.com/knowledge/how-to-create-the-loans-with-pending-adjustments-report) - [How to generate the negative amortization cap exceeded report?](https://help.themortgageoffice.com/knowledge/how-to-create-the-negative-amortization-cap-exceeded-report) - [ARM loan FAQs & servicing tips](https://help.themortgageoffice.com/knowledge/arm-servicing-tips-faqs) - [How to edit an ARM index?](https://help.themortgageoffice.com/knowledge/how-to-edit-adjustable-rate-mortgages-arm-indexes) - [How to delete an ARM index?](https://help.themortgageoffice.com/knowledge/how-to-delete-adjustable-rate-mortgages-arm-indexes) - [How to add an ARM index?](https://help.themortgageoffice.com/knowledge/how-to-add-new-adjustable-rate-mortgages-arm-indexes) - [How to add ARM index rate history?](https://help.themortgageoffice.com/knowledge/how-to-add-rate-history-in-arm) - [How to edit ARM index rate history?](https://help.themortgageoffice.com/knowledge/how-to-edit-rate-history-in-adjustable-rate-mortgages-arm) - [How to delete ARM index rate history?](https://help.themortgageoffice.com/knowledge/how-to-delete-rate-history-in-adjustable-rate-mortgages-arm) - [How to use the scheduled rate & payment changes grid?](https://help.themortgageoffice.com/knowledge/how-to-use-the-arm-scheduled-rate-payment-changes-grid) - [How to delete scheduled rate & payment changes?](https://help.themortgageoffice.com/knowledge/how-to-delete-scheduled-changes-in-adjustable-rate-mortgages-arm) - [What is the ARM index rate history?](https://help.themortgageoffice.com/knowledge/what-is-index-rate-history) - [What is an ARM index?](https://help.themortgageoffice.com/knowledge/what-is-an-arm-index) - [How to generate the index validation report?](https://help.themortgageoffice.com/knowledge/how-to-generate-the-index-validation-report-1) - [How to validate an ARM index?](https://help.themortgageoffice.com/knowledge/how-to-validate-an-arm-index) See less ▼ ## Graduated Terms Mortgages (GTM) - [How to add a GTM modification to a loan?](https://help.themortgageoffice.com/knowledge/how-to-add-modifications-to-a-loan) - [How to edit an existing GTM modification in a loan?](https://help.themortgageoffice.com/knowledge/how-to-edit-gtm-modification) - [How to generate a pending modifications report?](https://help.themortgageoffice.com/knowledge/how-to-generate-pending-gtm-mod-report) - [How to generate an overdue modifications report?](https://help.themortgageoffice.com/knowledge/how-to-generate-an-overdue-modifications-report) - [How to delete an existing GTM modification record?](https://help.themortgageoffice.com/knowledge/how-to-delete-existing-gtm-modifications-record) - [How to generate a borrower modification notice?](https://help.themortgageoffice.com/knowledge/how-to-generate-a-borrower-modification-notices) - [How to use the GTM modification grid?](https://help.themortgageoffice.com/knowledge/how-to-use-the-gtm-modifications-grid) - [What is a GTM loan?](https://help.themortgageoffice.com/knowledge/what-is-a-gtm) See less ▼ ## Escrow Administration - [Using the Annual Escrow Account Disclosure Statement Audit Report](https://help.themortgageoffice.com/knowledge/using-the-annual-escrow-account-disclosure-statement-audit-report) - [How to prepare for the Escrow Account Disclosure Statement?](https://help.themortgageoffice.com/knowledge/how-to-prepare-for-annual-escrow-account-disclosure-statement) - [Escrow Administration glossary of terms & definitions](https://help.themortgageoffice.com/knowledge/escrow-administration-glossary-of-terms-definitions) - [How to perform an escrow analysis and generate the annual escrow account disclosure statement?](https://help.themortgageoffice.com/knowledge/how-to-perform-escrow-analysis-and-print-annual-escrow-account-disclosure-statement) - [How to add an escrow voucher in the loan terms?](https://help.themortgageoffice.com/knowledge/how-to-add-an-escrow-voucher-in-the-loan-terms) - [How to delete an escrow voucher in the loan terms?](https://help.themortgageoffice.com/knowledge/how-to-delete-an-escrow-voucher-in-the-loan-terms-1) - [How to edit an escrow voucher in the loan terms?](https://help.themortgageoffice.com/knowledge/how-to-edit-an-escrow-voucher-in-the-loan-terms-1) See less ▼ ## SmartViews - [How to use the manage loan SmartViews™ grid?](https://help.themortgageoffice.com/knowledge/how-to-use-smartviews-in-the-loan-servicing-grid) - [How to edit a SmartView™?](https://help.themortgageoffice.com/knowledge/how-to-edit-smartviews-in-the-loan-servicing) - [How to copy a SmartView™?](https://help.themortgageoffice.com/knowledge/how-to-copy-smartview-in-the-loan-servicing) - [How to import a SmartView™?](https://help.themortgageoffice.com/knowledge/how-to-upload-smartviews-in-the-loan-servicing) - [How to export a SmartView™?](https://help.themortgageoffice.com/knowledge/how-to-download-smartviews-in-the-loan-servicing) ## Accounting System Integration - [How to export information to an accounting system integration?](https://help.themortgageoffice.com/knowledge/export-to-quickbooks) - [How to set up an accounting system integration?](https://help.themortgageoffice.com/knowledge/how-to-set-up-an-accounting-system-integration) ## Custom Letters and Notices - [How to edit a letter in Loan Servicing?](https://help.themortgageoffice.com/knowledge/how-to-customize-letters-in-ls) - [How to add a custom letter in Loan Servicing?](https://help.themortgageoffice.com/knowledge/how-to-add-a-custom-letter-to-loan-servicing) - [How to edit a notice in Loan Servicing?](https://help.themortgageoffice.com/knowledge/how-to-edit-a-custom-notice-in-loan-servicing) ## Loan Templates - [How to Leverage Loan Servicing Templates](https://help.themortgageoffice.com/knowledge/how-to-set-loan-servicing-templates) ## Data Exports - [Coming Soon: How to Use the Data Export Tool](https://help.themortgageoffice.com/knowledge/how-to-data-exports) - [Coming Soon: Technical Guide - Data Exports Available Field List](https://help.themortgageoffice.com/knowledge/technical-guide-data-exports-field-lists) - [Getting Started](https://help.themortgageoffice.com/knowledge/getting-started#main-content) - [General](https://help.themortgageoffice.com/knowledge/getting-started#general) - [Basic Information](https://help.themortgageoffice.com/knowledge/getting-started#basic-information) - [New Company Setup](https://help.themortgageoffice.com/knowledge/getting-started#new-company-setup) - [User & Group Security](https://help.themortgageoffice.com/knowledge/user-group-security#main-content) - [General](https://help.themortgageoffice.com/knowledge/user-group-security#general) - [Users](https://help.themortgageoffice.com/knowledge/user-group-security#users) - [Groups](https://help.themortgageoffice.com/knowledge/user-group-security#groups) - [Single Sign-On (SSO)](https://help.themortgageoffice.com/knowledge/user-group-security#single-sign-on-sso) - [Loan Origination](https://help.themortgageoffice.com/knowledge/loan-origination#main-content) - [Loan Files](https://help.themortgageoffice.com/knowledge/loan-origination#loan-files) - [SmartViews](https://help.themortgageoffice.com/knowledge/loan-origination#smartviews) - [System Administration](https://help.themortgageoffice.com/knowledge/loan-origination#system-administration) - [Lenders](https://help.themortgageoffice.com/knowledge/loan-origination#lenders) - [Lightning Docs](https://help.themortgageoffice.com/knowledge/loan-origination#lightning-docs) - [Integrations](https://help.themortgageoffice.com/knowledge/loan-origination#integrations) - [Borrowers](https://help.themortgageoffice.com/knowledge/loan-origination#borrowers) - [DossDocs](https://help.themortgageoffice.com/knowledge/loan-origination#dossdocs) - [Loan Servicing](https://help.themortgageoffice.com/knowledge/loan-servicing#main-content) - [General](https://help.themortgageoffice.com/knowledge/loan-servicing#general) - [Loan Files](https://help.themortgageoffice.com/knowledge/loan-servicing#loan-files) - [Borrowers](https://help.themortgageoffice.com/knowledge/loan-servicing#borrowers) - [Terms](https://help.themortgageoffice.com/knowledge/loan-servicing#terms) - [Funding](https://help.themortgageoffice.com/knowledge/loan-servicing#funding) - [Properties](https://help.themortgageoffice.com/knowledge/loan-servicing#properties) - [History](https://help.themortgageoffice.com/knowledge/loan-servicing#history) - [Attachments](https://help.themortgageoffice.com/knowledge/loan-servicing#attachments) - [Lenders](https://help.themortgageoffice.com/knowledge/loan-servicing#lenders) - [Vendors](https://help.themortgageoffice.com/knowledge/loan-servicing#vendors) - [Tasks & Reports](https://help.themortgageoffice.com/knowledge/loan-servicing#tasks-reports) - [Loan Charges](https://help.themortgageoffice.com/knowledge/loan-servicing#loan-charges) - [Commercial Loans](https://help.themortgageoffice.com/knowledge/loan-servicing#commercial-loans) - [Lines of Credit/HELOC](https://help.themortgageoffice.com/knowledge/loan-servicing#lines-of-credit-heloc) - [Construction Loans](https://help.themortgageoffice.com/knowledge/loan-servicing#construction-loans) - [Adjustable Rate Mortgages (ARM)](https://help.themortgageoffice.com/knowledge/loan-servicing#adjustable-rate-mortgages-arm) - [Graduated Terms Mortgages (GTM)](https://help.themortgageoffice.com/knowledge/loan-servicing#graduated-terms-mortgages-gtm) - [Escrow Administration](https://help.themortgageoffice.com/knowledge/loan-servicing#escrow-administration) - [SmartViews](https://help.themortgageoffice.com/knowledge/loan-servicing#smartviews) - [Accounting System Integration](https://help.themortgageoffice.com/knowledge/loan-servicing#accounting-system-integration) - [Custom Letters and Notices](https://help.themortgageoffice.com/knowledge/loan-servicing#custom-letters-and-notices) - [Loan Templates](https://help.themortgageoffice.com/knowledge/loan-servicing#loan-templates) - [Data Exports](https://help.themortgageoffice.com/knowledge/loan-servicing#data-exports) - [Trust Accounting](https://help.themortgageoffice.com/knowledge/trust-accounting#main-content) - [Trust Accounts](https://help.themortgageoffice.com/knowledge/trust-accounting#trust-accounts) - [Register](https://help.themortgageoffice.com/knowledge/trust-accounting#register) - [Clients](https://help.themortgageoffice.com/knowledge/trust-accounting#clients) - [Payees](https://help.themortgageoffice.com/knowledge/trust-accounting#payees) - [Payers](https://help.themortgageoffice.com/knowledge/trust-accounting#payers) - [Tasks & Reports](https://help.themortgageoffice.com/knowledge/trust-accounting#tasks-reports) - [Collateralized Mortgage Obligations](https://help.themortgageoffice.com/knowledge/collateralized-mortgage-obligations#main-content) - [Holders](https://help.themortgageoffice.com/knowledge/collateralized-mortgage-obligations#holders) - [Mortgage Pool Servicing](https://help.themortgageoffice.com/knowledge/mortgage-pool-servicing#main-content) - [Mortgage Pools](https://help.themortgageoffice.com/knowledge/mortgage-pool-servicing#mortgage-pools) - [Partners](https://help.themortgageoffice.com/knowledge/mortgage-pool-servicing#partners) - [Tasks & Reports](https://help.themortgageoffice.com/knowledge/mortgage-pool-servicing#tasks-reports) - [SmartViews](https://help.themortgageoffice.com/knowledge/mortgage-pool-servicing#smartviews) - [ACH Express](https://help.themortgageoffice.com/knowledge/ach-express#main-content) - [General](https://help.themortgageoffice.com/knowledge/ach-express#general) - [Online Portals](https://help.themortgageoffice.com/knowledge/online-portals#main-content) - [General](https://help.themortgageoffice.com/knowledge/online-portals#general) - [Online Payments](https://help.themortgageoffice.com/knowledge/online-portals#online-payments) - [Borrowers](https://help.themortgageoffice.com/knowledge/online-portals#borrowers) - [Lenders](https://help.themortgageoffice.com/knowledge/online-portals#lenders) - [Partners](https://help.themortgageoffice.com/knowledge/online-portals#partners) - [Investment Offerings](https://help.themortgageoffice.com/knowledge/online-portals#investment-offerings) - [Messages](https://help.themortgageoffice.com/knowledge/online-portals#messages) - [Tax Forms Management & Printing](https://help.themortgageoffice.com/knowledge/tax-forms-management-printing#main-content) - [General](https://help.themortgageoffice.com/knowledge/tax-forms-management-printing#general) - [Tax Forms](https://help.themortgageoffice.com/knowledge/tax-forms-management-printing#tax-forms) - [Consumer Credit Reporting (Metro-2)](https://help.themortgageoffice.com/knowledge/consumer-credit-reporting-metro-2#main-content) - [Metro-2 Fundamentals](https://help.themortgageoffice.com/knowledge/consumer-credit-reporting-metro-2#metro-2-fundamentals) - [Custom Letters, Notices and Mailing Labels](https://help.themortgageoffice.com/knowledge/custom-letters-notices-and-mailing-labels#main-content) - [Custom Letters](https://help.themortgageoffice.com/knowledge/custom-letters-notices-and-mailing-labels#custom-letters) - [Custom Notices](https://help.themortgageoffice.com/knowledge/custom-letters-notices-and-mailing-labels#custom-notices) - [Custom (User Defined) Fields](https://help.themortgageoffice.com/knowledge/custom-user-defined-fields#main-content) - [General](https://help.themortgageoffice.com/knowledge/custom-user-defined-fields#general) - [Options](https://help.themortgageoffice.com/knowledge/options#main-content) - [General](https://help.themortgageoffice.com/knowledge/options#general) - [User Preferences Options](https://help.themortgageoffice.com/knowledge/options#user-preferences-options) - [Loan Servicing Options](https://help.themortgageoffice.com/knowledge/options#loan-servicing-options) - [Importing](https://help.themortgageoffice.com/knowledge/importing#main-content) - [To Loan Servicing](https://help.themortgageoffice.com/knowledge/importing#to-loan-servicing) - [From an Excel file](https://help.themortgageoffice.com/knowledge/importing#from-an-excel-file) - [Field Mappings](https://help.themortgageoffice.com/knowledge/importing#field-mappings) - [Online](https://help.themortgageoffice.com/knowledge/online#main-content) - [General](https://help.themortgageoffice.com/knowledge/online#general) - [Text Messages](https://help.themortgageoffice.com/knowledge/text-messages#main-content) - [General](https://help.themortgageoffice.com/knowledge/text-messages#general) - 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