A mortgagee may change on a policy that a claim is filed on after the date of loss (DOL) has occurred. With the pull-current-mortgagee advanced setting, you can enable pulling the current mortgagee into the claim's contacts and payments.
The mortgagees will be tagged with one of the following:
- Removed since the DOL
- Added since the DOL
- No change since the DOL
- Current as of today <Date>
This setting requires True and False buttons.
By default, pull-current-mortgagee is set to False, so the current mortgagees aren't automatically pulled into the claim contacts and payments or tagged.
Changing the default
To change the default, navigate to Settings > Advanced and search for pull-current-mortgagee. Select True, and BriteCore will automatically pull the current mortgagee into the claim contacts and payments and tag that mortgagee.