If a member is wanting to add Debt protection to an existing loan, you will first need them to sign new debt protection documents. 

You can find the documents by going to Sharepoint documents in the "Loan" category, look for “Oregonians Loan Protection” and select the document associated with the type of loan the member is adding debt protection to. (Consumer, CC, Home Equity) 

Make sure the members information is filled and the type of coverage they want (Platinum, Gold, Silver) is selected. Then, have them sign the document. 

To add the debt protection to the loan in CUnify, you will go into the members account. 

Click on Main Menu. 

Under Main Menu, select Member Services. 

In the drop down of Member Service, select Setups. 

Located in the middle under Loans, select Loan Insurance. 

In the highlighted drop-down field given, select the existing loan the member is adding protection to, then click on continue in upper left corner. 

In the highlighted drop-down field next to Insurance Code, you will see a few entries to select beginning with “Blended DC Platinum”, “Blended DC Gold”, and “Blended DC Silver”. You will search through and find the correct Debt Protection coverage that the member has chosen based off what type of loan it is. 

• Ex: If the member is adding debt protection gold to an existing Home Equity Loan, you will select Blended DC Gold Home Equity.

Then click on Save in upper left corner.