Pull current mortgagee

Claims

Purpose

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>

Requirements

This setting requires True and False buttons.

Setting default

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.

Additional topics