Follow this step-by-step guide to create a new pre-close loan case within the Advocate platform.

1. Log into the Advocate platform.

2. From the top navigation menu, click on the “Cases” tab.

1. On the Cases page, click “+ Add Case” in the top-right corner.

1. In the Case Type dropdown, choose “New Case.”

2. Fill in the required fields:

   • Case ID – A unique identifier for the loan.

   • Case Name – A descriptive title for the loan case.

3. Select "Yes" or "No" for "Do you have insurance documents?"

   • Note: This will determine whether relevant tasks to reach out to the Insurance Contact will be initiated, or the user will be able to proceed with an insurance review at submission.

4. Click “Continue” to proceed.

1. On the left panel, select the insured asset type to filter appropriate risk profiles.

2. Choose the most relevant Risk Profile for the asset.

1. Click “+ New Asset.”

2. Complete:

   • Asset Type – Choose from options (e.g., Multi-Family, Assisted Living).

   • Address – Begin typing to auto-fill or manually enter.

   • Required collateral fields must be filled. Incomplete fields will highlight in red.

1. Click “Upload Documents.”

2. Add all necessary insurance documentation (e.g., ACORD forms, certificates).

3. Click “Continue.”

1. Provide key loan and borrower information:

   • Certification Holders

   • Deal Closing Date

   • Risk Review Deadline

   • Loan Term

   • Insured – Select from the dropdown.

     • If not listed, click "+ Create Insured"

       • Insured Type: Corporate

       • Company Name Name: Enter LLC/SPE name

       • (Optional) Borrower Group: Add sponsor entity

   • Insurance Premiums Escrowed by Lender?: Yes or No.

2. Click “Continue.”

1. Add at least one Primary Insurance Contact.

2. Choose an existing contact or click “Create New.”

3. Provide:

   • Contact Type: Borrower, Broker, or Other

   • Name

   • Email

4. Click “Create.”

1. Confirm all fields are complete and documents are uploaded.

2. Click “Complete” to submit.

After submission, you'll land on the Case Overview Page. From here, you can view case details and proceed to create a policy.

Policy Information

• Policy Number, Begin/End Dates

• Insurance Broker – Select or create

• Feedback Recipients – Insurance Contacts

Coverage Details

• Insurable Asset

• Product Type – Typically Commercial Lines

• Line of Coverage – e.g., Commercial Package

• Is there more than one location?

  • Yes → Scheduled or Blanket

  • No → Standalone

Determine Blanket Structure

1. Shared Limit?

   • Yes → True Blanket

   • No → Check for Overall Shared Limit

     • Yes → Scheduled Blanket

     • No → True Scheduled

Note: Multiple asset selection defaults to “Yes.”

Perils

• Based on Line of Coverage, relevant perils auto-activate via ARA.

Sub-Limits
For each peril (e.g., Boiler & Machinery, Terrorism):

• Does limit follow Property limit?

  • Yes → Auto-filled

  • No → Enter manually

• Does deductible follow Property deductible?

  • Yes → Auto-filled

  • No → Enter manually

If policy includes Shared/Overall Blanket limits:

• Perils following Blanket Limit: Auto-fills peril limit

• Perils following Blanket Deductible: Auto-fills deductible

Tip: You can select multiple perils for both.

After completing all fields:

• Click “Create Policy.”

• The policy will now appear on the Case Overview.