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.
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