Insurance tied to any of the real estate mortgages can be added using the creditor insurance data entry screen.

Policy Name: Enter a name of the insurance policy to identify it.

Insured: Specify who is being insured by selecting ‘Client’, ‘Spouse’ or ‘Joint’ from the drop-down.

Property Type: Select the real estate property that is being insured by selecting “Principal Residence’, ‘Recreational Property’ or ‘Investment Property’ from the drop-down.

Monthly Premium: Enter the monthly cost of the insurance.

The insurance policy is added to the plan when the button is clicked. To cancel adding the insurance click the button.

Need more help with this?
Contact Razor Support

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