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How to delete a property insurance policy?

This article discusses how to delete an insurance policy 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 delete insurance information from the Insurance tab or the Edit Property window. 

To delete property insurance details from the Insurance tab:

    • Click on running 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 Find to search for the record by entering your own search criteria. For additional information see How to use find and How to use the data grids.

    • Double-click the loan or click edit Edit from the icons at the top of the page.
    • Click Properties house, no button border Properties on the vertical menu on the left.
    • Click the Insurance tab from the options at the top of the window. 
    • Select the policy you want to delete and click delete Delete.
    • Click YES button Yes to confirm the deletion. 
    • In the Confirm Delete window, type "Delete", then click OK OK to process the deletion.
    • Click CANCEL Cancel or black X Exit to exit the window and abort changes.  

    To delete property insurance details from the Edit Property window:

      • Click on running 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 Find to search for the record by entering your own search criteria. For additional information see How to use find and How to use the data grids.

      • Double-click the loan or click edit Edit from the icons at the top of the page.
      • Click Properties house, no button border Properties on the vertical menu on the left.
      • Double click the property you want to edit insurance for or highlight the record and click edit Edit from the icons at the top of the page.
      • Click the Insurance tab at the top of the window. 
      • Select the policy you want to delete and click delete Delete.
      • Click YES button Yes to confirm the deletion. 
      • In the Confirm Delete window, type "Delete", then click OK OK to process the deletion.
      • Click CANCEL Cancel or black X Exit to exit the window and abort changes.  

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