How Do I Edit, Delete, or Add a Mortgagee?

Editing or deleting a Mortgagee is easy.

1. Search for the policy and click Manage.

2. Within the Agent Dashboard, click the New Transaction button.

3. Click on Change Endorsement, select the appropriate date, and then click Create.

   

4. Under the Mortgagee tab, you can Edit or Delete a Mortgagee, or add an Additional Mortgagee. 

5. Edit or replace a Mortgagee by clicking Edit. Fill out the new information and click Save. To add an Additional Mortgagee, click the plus sign, fill out the additional information, and click Save. To delete, click Delete.

6. Once satisfied with the changes, click on the Review tab.

7. A summary of the proposed changes will be displayed. Once you've made sure the details are correct, click Issue. 

8. You will be asked if you'd like to view the updated policy documents after the transaction is issued. To do so, select View Documents.

If a Mortgagee, set as the payment method, is removed and there isn't a replacement, you will be prompted to choose another payment method.

See this article for more information on changing or adding a payment method.

For further assistance, contact us via our webform or Live Chat.