--- title: Knowledge Base description: Knowledge Base --- [Skip to content](https://help.themortgageoffice.com/knowledge#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. ### [![](https://help.themortgageoffice.com/hubfs/Accurate.png) Getting Started Familiarize yourself with The Mortgage Office® PRO and navigation elements within PRO to gain a basic understanding of the product.](https://help.themortgageoffice.com/knowledge/getting-started?hsLang=en) ### [![](https://help.themortgageoffice.com/hubfs/Seminar.png) User & Group Security This part of the documentation discusses how to set up users and security groups.](https://help.themortgageoffice.com/knowledge/user-group-security?hsLang=en) ### [![](https://help.themortgageoffice.com/hubfs/Integration.png) Loan Origination This part of the documentation explains how you can use the Loan Origination module to close more loans in less time and with less staff.](https://help.themortgageoffice.com/knowledge/loan-origination?hsLang=en) ### [![](https://help.themortgageoffice.com/hubfs/Loan%20Servicing.png) Loan Servicing This part of the documentation explains how to use the Loan Servicing module to streamline the Servicing of loans.](https://help.themortgageoffice.com/knowledge/loan-servicing?hsLang=en) ### [![](https://help.themortgageoffice.com/hubfs/Scalable.png) Trust Accounting Learn how the Trust Accounting module automates the task of handling, controlling, and accounting for all client monies received or paid out.](https://help.themortgageoffice.com/knowledge/trust-accounting?hsLang=en) ### [![](https://help.themortgageoffice.com/hubfs/Centralized.png) Collateralized Mortgage Obligations Learn how to automate the tasks associated with the selling, servicing, and reporting requirements of certificates secured by a pool of loans.](https://help.themortgageoffice.com/knowledge/collateralized-mortgage-obligations?hsLang=en) ### [![](https://help.themortgageoffice.com/hubfs/Streamline.png) Mortgage Pool Servicing This part of the documentation will guide you through the process of servicing mortgage pools.](https://help.themortgageoffice.com/knowledge/mortgage-pool-servicing?hsLang=en) ### [![](https://help.themortgageoffice.com/hubfs/Money.png) ACH Express Learn how ACH Express automates the process of electronically transferring funds from borrowers to you, then to lenders and certificate holders.](https://help.themortgageoffice.com/knowledge/ach-express?hsLang=en) ### [![](https://help.themortgageoffice.com/hubfs/Online.png) Online Portals This part of the documentation discusses how to publish borrower, lender and certificate holder information to the Web.](https://help.themortgageoffice.com/knowledge/online-portals?hsLang=en) ### [![](https://help.themortgageoffice.com/hubfs/Training.png) Tax Forms Management & Printing This is part of the documentation explains how to use the Tax Forms Management and Printing module.](https://help.themortgageoffice.com/knowledge/tax-forms-management-printing?hsLang=en) ### [![](https://help.themortgageoffice.com/hubfs/Reporting.png) Consumer Credit Reporting (Metro-2) Learn how to report consumer credit information, in the Metro-2 format, to the major credit bureaus: Equifax, Experian and TransUnion.](https://help.themortgageoffice.com/knowledge/consumer-credit-reporting-metro-2?hsLang=en) ### [![](https://help.themortgageoffice.com/hubfs/Mail.png) Custom Letters, Notices and Mailing Labels This is part of the documentation explains how to create, delete, and edit custom letters, notices, and mailing labels in Loan Servicing.](https://help.themortgageoffice.com/knowledge/custom-letters-notices-and-mailing-labels?hsLang=en) ### [![](https://help.themortgageoffice.com/hubfs/Learn.png) Custom (User Defined) Fields This part of the documentation will guide you through the process of adding, editing and deleting custom user defined fields.](https://help.themortgageoffice.com/knowledge/custom-user-defined-fields?hsLang=en) ### [![](https://help.themortgageoffice.com/hubfs/Automated.png) Options Use this part of the documentation to learn how you can use the options dialog to change user and module preferences.](https://help.themortgageoffice.com/knowledge/options?hsLang=en) ### [![](https://help.themortgageoffice.com/hubfs/Forward.png) Importing This part of the documentation discusses how to import data into The Mortgage Office®.](https://help.themortgageoffice.com/knowledge/importing?hsLang=en) ### [![](https://help.themortgageoffice.com/hubfs/api-docs-icon%20(1).svg) API Docs Access TMO's API documentation here.](https://help.themortgageoffice.com/knowledge/api-docs?hsLang=en) ### [![](https://help.themortgageoffice.com/hubfs/release-notes-icon%20(1).svg) Release Notes Track new features, bug fixes, and updates with each version of The Mortgage Office.](https://help.themortgageoffice.com/knowledge/release-notes?hsLang=en) [![Chill listening crop-3](https://help.themortgageoffice.com/hs-fs/hubfs/TMO-LO~1.jpg?width=125&height=55&name=TMO-LO~1.jpg "Chill listening crop-3")](https://www.themortgageoffice.com/) 7755 Center Ave, Suite 800 Huntington Beach, CA 92647 [mailto:support@themortgagoffice.com](mailto:support@themortgagoffice.com) Copyright © 2025, The Mortgage Office®