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How to access Insurance Documents and Letters in the Insurance Tracking Solution

This article discusses how to access easy access to insurance-related documents and letters sent to borrowers within the loan servicing system.

How to view a Insurance Documents and Letters:

    1. Navigate to the Property Details Screen

    • From your loan servicing platform, search for the loan or borrower, then double-click corresponding property.

    2. Go to the Insurance Tab

    • Once you're on the Property Details screen, click the Insurance tab to view all insurance-related information for the property.

    3. Click the "Insurance Documents" Button

    • On the Insurance tab, find and click the Insurance Documents button to open a list of all related documents and correspondence.

    4. View Collected Documents and Sent Letters

    • In the Insurance Documents section, you will find:
      • Insurance Policy Documents: All insurance policy-related documents, such as certificates, policy declarations, and cancellation notices.
      • Borrower Communication Letters: A history of letters sent to the borrower, including:
        • Requests for updated insurance information.
        • Notifications regarding insurance lapses.
        • Letters about force-placed insurance and coverage details.
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