--- title: How to add property insurance details? description: This article discusses how to add insurance details for a property in a loan file. --- [Skip to content](https://help.themortgageoffice.com/knowledge/how-to-add-insurance#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. [Loan Servicing](https://help.themortgageoffice.com/knowledge/loan-servicing?hsLang=en) 3. [Properties](https://help.themortgageoffice.com/knowledge/loan-servicing?hsLang=en#properties) October 9, 2026 # How to add property insurance details? ## This article discusses how to add insurance details for a property in a loan file. The Insurance tab contains basic information to help you **track** insurance **policies** and **produce** insurance expiration **notices**. You are able to add insurance information from the [**Insurance tab**](https://help.themortgageoffice.com/knowledge/how-to-add-insurance#insurancetab) or the [**Edit Property**](https://help.themortgageoffice.com/knowledge/how-to-add-insurance#editproperty) window.  ### **To add property insurance details from the Insurance tab:** - Click on ![running](https://help.themortgageoffice.com/hs-fs/hubfs/TMO%20APP%20Icons/running.png?width=15&height=15&name=running.png) **Loan Servicing** in the left panel of The Mortgage Office®. - Click the **Loans** drop-down. - Click **All Loans**. - From All Loans grid, **select** the loan you want to modify. TIP: If the record you want to edit is not visible, use the grid's vertical scroll bar to scroll the contents of the grid up or down, or click ![FindSearch icon box](https://help.themortgageoffice.com/hs-fs/hubfs/TMO%20APP%20Icons/FindSearch%20icon%20box.png?width=214&height=25&name=FindSearch%20icon%20box.png) **Find** to search for the record by entering your own search criteria. For additional information see [How to use find](https://help.themortgageoffice.com/knowledge/how-to-use-find?hsLang=en) and [How to use the data grids.](https://help.themortgageoffice.com/knowledge/how-to-use-the-data-grids?hsLang=en) - **Double click** the loan or click ![edit](https://help.themortgageoffice.com/hs-fs/hubfs/Icons/edit.png?width=15&height=15&name=edit.png) **Edit** from the icons at the top of the page. - Click ![Properties house, no button border](https://help.themortgageoffice.com/hs-fs/hubfs/Properties%20house%2c%20no%20button%20border.png?width=21&height=17&name=Properties%20house%2c%20no%20button%20border.png) **Properties** on the vertical menu on the left. - Click the **Insurance** tab from the options at the top of the window. - Click ![add](https://help.themortgageoffice.com/hs-fs/hubfs/Icons/add.png?width=15&height=15&name=add.png) **New.** - In the **New Insurance** window, **enter** the following information: | **Field:** | **Description:** | | --- | --- | | **Property** | Select **Unassigned** or a **Property** from the drop-down list. The drop-down list is automatically populated with all the properties for this loan. TIP: If you want to **associate** an insurance policy to a property, then select it from the list; otherwise select None. | | **Description** | Select a policy description from the drop-down list. For example: **Hazard Insurance.**  TIP: To add, rename, merge or delete items from the list, click the blue Description **hyperlink**, select a description from the list and use the commands to the right. | | **Insured's Name** | Enter the **name** of the policy holder. (Maximum of 64 characters) | | **Company Name** | Enter the name of the insurance **company** that issued the policy. (Maximum of 64 characters) | | **Policy Number** | Enter the insurance policy **number**. (Maximum of 20 characters) | | **Expiration** | Enter the **date** the insurance policy **expires**. TIP: This date is used to **generate** the Insurance Expiration Report and Insurance Expiration Notices. | | **Coverage** | Enter the dollar **amount** of **coverage**. | | **![blank check box](https://help.themortgageoffice.com/hs-fs/hubfs/TMO%20APP%20Icons/blank%20check%20box.png?width=22&height=23&name=blank%20check%20box.png) Active ![](https://app.themortgageoffice.com/help/lib/Imagescheckbox143.gif)** | Select this option if this policy is **active**. TIP: Inactive insurance policies are **excluded** from the Insurance Expiration Report and Insurance Expiration Notices. TIP: This is a convenient option if you want to keep track of **old** insurance policies. | | **Agent's Name** | Enter the **name** of the insurance agent. (Maximum of 64 character) | | **Bus. Address** | Enter the **address** of the insurance agent. (Maximum of 128 characters) | | **Phone Number** | Enter the **phone** number of the insurance agent. (Maximum of 20 characters) | | **Fax Number** | Enter the **fax** number of the insurance agent. (Maximum of 20 characters) | | **E-mail** | Enter the **email** address of the insurance agent. | | **Notes tab** | Enter any additional **notes** you want to notate about the insurance for this file. | - Click ![OK](https://help.themortgageoffice.com/hs-fs/hubfs/TMO%20APP%20Icons/OK.png?width=59&height=24&name=OK.png) **OK** to **save** or ![CANCEL](https://help.themortgageoffice.com/hs-fs/hubfs/TMO%20APP%20Icons/CANCEL.png?width=61&height=24&name=CANCEL.png) **Cancel** or the ![black X Exit](https://help.themortgageoffice.com/hs-fs/hubfs/black%20X%20Exit.png?width=16&height=15&name=black%20X%20Exit.png) in the top right corner to the **abort** the changes. ### **To add property insurance details from the Edit Property window:** - Click on ![running](https://help.themortgageoffice.com/hs-fs/hubfs/TMO%20APP%20Icons/running.png?width=15&height=15&name=running.png) **Loan Servicing** in the left panel of The Mortgage Office®. - Click the **Loans** drop-down. - Click **All Loans**. - From All Loans grid, **select** the loan you want to modify. TIP: If the record you want to edit is not visible, use the grid's vertical scroll bar to scroll the contents of the grid up or down, or click ![FindSearch icon box](https://help.themortgageoffice.com/hs-fs/hubfs/TMO%20APP%20Icons/FindSearch%20icon%20box.png?width=214&height=25&name=FindSearch%20icon%20box.png) **Find** to search for the record by entering your own search criteria. For additional information see [How to use find](https://help.themortgageoffice.com/knowledge/how-to-use-find?hsLang=en) and [How to use the data grids.](https://help.themortgageoffice.com/knowledge/how-to-use-the-data-grids?hsLang=en) - **Double click** the loan or click ![edit](https://help.themortgageoffice.com/hs-fs/hubfs/Icons/edit.png?width=15&height=15&name=edit.png) **Edit** from the icons at the top of the page. - Click ![Properties house, no button border](https://help.themortgageoffice.com/hs-fs/hubfs/Properties%20house%2c%20no%20button%20border.png?width=21&height=17&name=Properties%20house%2c%20no%20button%20border.png) **Properties** on the vertical menu on the left. - **Double click** the property you want to add insurance for or highlight the record and click ![edit](https://help.themortgageoffice.com/hs-fs/hubfs/Icons/edit.png?width=15&height=15&name=edit.png) **Edit** from the icons at the top of the page. - Click the **Insurance** tab at the top of the window. - Click ![add](https://help.themortgageoffice.com/hs-fs/hubfs/Icons/add.png?width=15&height=15&name=add.png) **New.** - In the **New Insurance** window, **enter** the following information: | **Field:** | **Description:** | | --- | --- | | **Property** | This field will **default** to the property you're editing and will be read-only. | | **Description** | Select a policy description from the drop-down list. For example: **Hazard Insurance.**  **TIP**: To add, rename, merge or delete items from the list, click the blue Description hyperlink, select a description from the list and use the commands to the right. | | **Insured's Name** | Enter the **name** of the policy holder. (Maximum of 64 characters) | | **Company Name** | Enter the name of the insurance **company** that issued the policy. (Maximum of 64 characters) | | **Policy Number** | Enter the insurance policy **number**. (Maximum of 20 characters) | | **Expiration** | Enter the **date** the insurance policy **expires**. **TIP**: This date is used to **generate** the Insurance Expiration Report and Insurance Expiration Notices. | | **Coverage** | Enter the dollar **amount** of **coverage**. | | **![blank check box](https://help.themortgageoffice.com/hs-fs/hubfs/TMO%20APP%20Icons/blank%20check%20box.png?width=22&height=23&name=blank%20check%20box.png) Active ![](https://app.themortgageoffice.com/help/lib/Imagescheckbox143.gif)** | Select this option if this policy is **active**. **TIP**: Inactive insurance policies are **excluded** from the Insurance Expiration Report and Insurance Expiration Notices. **TIP**: This is a convenient option if you want to keep track of **old** insurance policies. | | **Agent's Name** | Enter the **name** of the insurance agent. (Maximum of 64 character) | | **Bus. Address** | Enter the **address** of the insurance agent. (Maximum of 128 characters) | | **Phone Number** | Enter the **phone** number of the insurance agent. (Maximum of 20 characters) | | **Fax Number** | Enter the **fax** number of the insurance agent. (Maximum of 20 characters) | | **E-mail** | Enter the **email** address of the insurance agent. | | **Notes tab** | Enter any additional **notes** you want to notate about the insurance for this file. | - Click ![OK](https://help.themortgageoffice.com/hs-fs/hubfs/TMO%20APP%20Icons/OK.png?width=59&height=24&name=OK.png) **OK** to **save** or ![CANCEL](https://help.themortgageoffice.com/hs-fs/hubfs/TMO%20APP%20Icons/CANCEL.png?width=61&height=24&name=CANCEL.png) **Cancel** or the ![black X Exit](https://help.themortgageoffice.com/hs-fs/hubfs/black%20X%20Exit.png?width=16&height=15&name=black%20X%20Exit.png) in the top right corner to the **abort** the changes. - [Getting Started](https://help.themortgageoffice.com/knowledge/getting-started?hsLang=en#main-content) - [General](https://help.themortgageoffice.com/knowledge/getting-started?hsLang=en#general) - [Basic Information](https://help.themortgageoffice.com/knowledge/getting-started?hsLang=en#basic-information) - [New Company Setup](https://help.themortgageoffice.com/knowledge/getting-started?hsLang=en#new-company-setup) - 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