--- title: How to enable Insurance Tracking service? description: This article discusses how to add a loan using the New Insurance Tracking Integration with Miniter. --- [Skip to content](https://help.themortgageoffice.com/knowledge/enable-insurance-tracking#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. 1. [Knowledge Base](https://help.themortgageoffice.com/knowledge?hsLang=en) 2. [Insurance Tracking](https://help.themortgageoffice.com/knowledge/insurance-tracking?hsLang=en) 3. [General](https://help.themortgageoffice.com/knowledge/insurance-tracking?hsLang=en#general) September 4, 2026 # How to enable Insurance Tracking service? ## This article discusses how to add a loan using the New Insurance Tracking Integration with Miniter. Our new integration with Miniter Insurance Tracking allows for a much easier option for tracking property insurances.  **Getting Started** This integration requires onboarding with your Account Manager. To get started, reach out to your Account Manager via the Marketplace in TMO to begin the setup process. **Using the Integration** **Once your Account Manager has completed the onboarding and activation, you can access the feature by:** - Click on ![](https://lh7-rt.googleusercontent.com/docsz/AD_4nXeIjnC_EkxDSsTI2zD51ZPURzOHuDjsKY7pkg5LScnp-tIzaaoXyC7in-Pre2CHdU0HqHjENR-Re6cjvZP1iohn-NGyrOp9yxsr4LfS4eSRdP5yFce85T-0EuozONwdbD33IXFRPj09DKgTcHv-m47egm0?key=zr0BPHd72gXCS65VjHfXxw) **Settings** located on the top right of the window. The Settings menu is where we'll find the option to enable Miniter's Insurance Tracking. - Select **Insurance Tracking** in the left-hand panel.  This is where you’ll begin activating Miniter’s Insurance Tracking. - Click on the **![image-png-Nov-03-2023-05-50-39-9692-PM](https://help.themortgageoffice.com/hs-fs/hubfs/image-png-Nov-03-2023-05-50-39-9692-PM.png?width=29&height=19&name=image-png-Nov-03-2023-05-50-39-9692-PM.png) Enable Insurance Integration** switch, the toggle will flip to the "on" position in order to begin activating the integration. - Click **Add Service** button to begin connecting your database to **Miniter**. You'll also see a brief message confirming that the activation process has begun. ![Picture2-2](https://help.themortgageoffice.com/hs-fs/hubfs/Picture2-2.png?width=332&height=169&name=Picture2-2.png) - Select ![](https://lh7-rt.googleusercontent.com/docsz/AD_4nXdMa1jx1pn6vF6EVQfK94aRP3PhmiU6RdpIaltxM0AqGQQZjFwdBdwvgV_XXVDwJU7H9lfkLRnIZJ1QAKfT9preeJqt2YiFc5Gd87n9YaM4W83Gb4g4wQbC-3soqUkf_MOL3xYrrA7vfYYdLQqpQt8lm8M?key=zr0BPHd72gXCS65VjHfXxw) all loan products and types of insurance you would like to track. All new loans will automatically be enrolled in insurance tracking. ![Screenshot 2024-10-21 at 11.22.42 AM](https://help.themortgageoffice.com/hs-fs/hubfs/Screenshot%202024-10-21%20at%2011.22.42%20AM.png?width=670&height=388&name=Screenshot%202024-10-21%20at%2011.22.42%20AM.png)  | **Field:** | **Description:** | | --- | --- | | **Account Setup** | Here you can enable insurance tracking and configure types of insurance to be tracked for each loan product they are using.​ When enabled, information is submitted to Miniter, and insurance tracking will be enabled as soon as they complete customer onboarding and send TMO a confirmation | | **Enable Tracking Per Loan** | Once Loan is enabled, all insurance policies selected for tracking for the loan product will be submitted to Miniter for tracking | | **Insurance Tracking Views** | **All Insurance Policies View:**  Displays all insurance policies associated with your loans, along with loan numbers and property details. You can easily open an insurance record by double-clicking on a row or access the loan by clicking on the loan number. **Submission Errors View:**  This view highlights any insurance policies that encountered errors during submission to the Insurance Tracking service. If you're not using the Miniter insurance tracking integration, this view will remain empty. | | **Add Insurance to Be Tracked** | Select property and insurance type, provide policy information and save new policy. The insurance policy is then sent to Miniter for tracking. ​ The policy details on this screen will automatically update when Miniter validates the policy or receives updated policy information. | | **Messages** | Any message received from Miniter will appear as a reminder alert attached to the corresponding loan. ​ Customer can open the loan to review messages, respond or send a new message to Miniter. | | **Documents** | All documents collected by Miniter are available to download and view in TMO. 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