You are able to access the Insurance grid from the Insurance tab or the Edit Property window.
To access the Insurance grid from the Insurance tab:
- Click on
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 
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 from the icons at the top of the page. - Click
Properties on the vertical menu on the left. - Click the Insurance tab from the options at the top of the window.
- Below is a list of available functions in the Insurance grid:
| Button: | Description: |
 |
Click to add insurance information. |
|
Click to edit the insurance information. |
 |
Click to delete the insurance information. CAUTION: When you delete a record, the information is permanently removed from the database. Once a record is deleted it cannot be recovered.
|
 |
Click to enter notes for the insurance information. |
 |
Click to export the contents of the grid into a spreadsheet.
|
|
Click to customize the loan grid. This opens a window where you can change the display order of the grid columns and whether they are displayed or not. |
 |
Click to refresh the contents of the grid. |
To access the Insurance grid from the Edit Property window:
- Click on 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 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 from the icons at the top of the page.
- Click Properties on the vertical menu on the left.
- Double click a property in the list or click the
Edit icon to open the Edit Property window. - In the Edit Property window, click the Insurance tab.
- Below is a list of available functions in the Insurance grid:
| Button: | Description: |
|
Click to add insurance information. |
|
Click to edit the insurance information. |
|
Click to delete the insurance information. CAUTION: When you delete a record, the information is permanently removed from the database. Once a record is deleted it cannot be recovered.
|
|
Click to enter notes for the insurance information. |
|
Click to export the contents of the grid into a spreadsheet.
|
|
|
Click to customize the loan grid. This opens a window where you can change the display order of the grid columns and whether they are displayed or not. |
|
Click to refresh the contents of the grid. |