Advocate Platform
Learn how to use and operate the Advocate App.
Key Workflow Guides
How to Create a New Case for Origination
Follow this step-by-step guide to create a new pre-close loan case within the Advocate platform. Log into the Advocate platform. From the top navigati...
How to Create a Case for Servicing
Follow this step-by-step guide to create a new loan case for servicing within the Advocate platform. Log into the Advocate platform. From the top navi...
How to Create a Policy
The Advocate platform will enable two possible policy creation flows; Basic or Full Creation , depending on the relevant selection made during the ...
How to Review a Policy
When ready to proceed with a policy review in Advocate, you will need to select the perils or coverages that apply to that policy. The platform’s rule...
How to Use Automated Broker Reminders/Workflow emails
Advocate’s platform includes a powerful Task-Based Workflow System that ensures brokers and insurance contacts receive timely and consistent communi...
How to Manage your Team Metrics
The Dashboard tab offers a real-time, comprehensive snapshot of key metrics across your organization's tasks and cases. It provides quick visibility...
How to manage In-App Escalation Tasks from Advocate
This guide explains how escalation requests from the Advocate team are managed within the Advocate platform and how your team can respond quickly and ...
Key Feature Guides
How to Generate Case Reports
Advocate's Platform allows users to generate dynamic, case-specific reports that automatically pull the latest compliance data as of the moment the re...
How to Generate Policy Revisions Using Case Intelligence
After completing a policy checklist, you can instantly generate a clear compliance response using the Policy Revisions tool in Case Intelligence . ...
How to Use Advocate’s AI Document Extraction Feature
Advocate’s platform empowers users with cutting-edge AI document extraction technology, enabling faster and more accurate insurance compliance workflo...
How to Set Up Multi-Asset Cases
Advocate supports the ability to create loan cases that involve multiple collateral assets under a single loan. Whether you need to run insurance comp...
How to Use In-App Notifications
The new in-app notifications keep you on top of everything that matters in Advocate. From task assignments to mentions to important case updates, yo...
How to use the AI Case Assistant
We’re making case compliance clarity instant! The new AI Case Assistant puts compliance summaries and case information right at your fingertips. I...
Market Data Guides
How to Use Market Index Data in Advocate
The Market Intelligence section of Advocate gives you direct visibility into how risk-based pricing (Rate on Line, or RoL) is trending across differ...
How to use Price Benchmarks
The Benchmarks Tab within a Case provides pricing insights through advanced comparison tools that help users evaluate whether their insurance polici...
Cases
What are Cases?
A Case is a centralized workspace that brings together all the insurance-related documentation, actions, and approvals needed for a specific loan. T...
How to access and view Cases in Advocate
The Case Overview page is the central page for managing all aspects of a loan within Advocate. From here, users can view all case details, participant...
How to Approve a Case
To approve a case in Advocate, users must complete a three-step process: Approve the Policy or multiple policies in the Case. Complete all tasks on th...
How to Deactivate a Case
Follow these steps to deactivate a Case: Navigate to the Case Overview Page. Access the case you wish to deactivate. Click on the overflow menu: On th...
How to manage documents in Advocate
The Document Manager in the Advocate App is your central hub for uploading, organizing, managing, and reviewing all documents related to Loans , A...
What are Case Tags?
Case Tags are a powerful way to organize and manage your cases by applying predefined labels that add context and improve tracking across the platform...
Tasks
What are Tasks?
Tasks are action items within a Case that ensure all required steps are completed before a Case can be formally approved. Each Task tracks a specific ...
What are Task Chains?
Task Chains organize related Tasks into structured workflows that help users complete key activities during the lifecycle of a Case. Each Task Chain ...