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

Editing, adding or deleting a Mortgagee is easy.

1. Search for a policy and click Manage. 
2. Choose Policy Actions 
3. Select Change Endorsement
4. Select Effective Date for the change
5. Select Create
6. Under the Parties section, 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.
7. Once satisfied with the changes, click on the Review tab.
8. A summary of the proposed changes will be displayed. Once you've made sure the details are correct, click Issue. 
9. 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.
10. 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.
11. See this article for more information on changing or adding a payment method.

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